2 client service specialist jobs found in Irvine, CA

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts.   Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis.  Work with service team on employee contributions and strategies to meet client’s budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client management system. Distribute client correspondence, communication materials, and compliance...

The Paradigm Gilbert Group , A Higginbotham Partner, has an immediate opening for a Financial Documentation Specialist in their  Irvine, CA  office. Paradigm Gilbert is part of Higginbotham, one of the nation’s largest independent insurance & financial services firms trusted by thousands of businesses, individuals, and families. Higginbotham provides a single source solution for insurance, financial & HR services through a unified group of regional offices with global capabilities. As a Higginbotham Company, Paradigm Gilbert offers all the resources that differentiate the group, paired with the personal service that further distinguishes us. Reporting to Vice President in Finance Department and focusing on our financed life insurance policies, the position acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business.  This role involves all aspects of implementing a financing transaction,...