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Banner of Greene Resources company

Client Services Specialist

Greene Resources Troy, NY (Onsite) Full-Time

Job Number: 47186

Client Services Specialist

Job Description:

Our client, a benefits brokerage firm, is looking to bring on a new client services specialist to support their team in Troy, NY. The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.


  • Assists with communications, follow-up and distribution of applications to carriers

  • Collects missing information from groups and sends approval letters to clients

  • Completes and/or coordinates quotes and proposals for all new and renewal business

  • Updates census, policy information and commissions for all accounts and policies

  • Assists with renewals and new business applications

  • Attaches applications to appropriate client file in Microsoft CRM

  • Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials

  • Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow

Education Requirements:

  • Bachelors Degree, preferred

Desired Background/Skills:

  • Strong attention to detail

  • Positive, can-do attitude

  • Self-motivated, flexible and disciplined

  • Ability to work independently as well as in team environment

  • Excellent verbal and written communication skills

  • Strong organizational skills

  • Ability to thrive in fast-paced production environment


  • 2+ years applicable job experience, preferred

  • Proficient with Microsoft Office products, required

  • Prior experience in broker agency or benefit administration firm, preferred

  • Familiarity with insurance carrier websites, preferred

  • Proven track record in customer service; preferred

  • Familiarity with database applications, a plus

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Troy, NY (Onsite)

Job Type

Customer Service, Entry Level, Insurance


Not Specified

Date Posted


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