Client Services Specialist

Hartland, WI

Full Time

Experienced

Serve as a key problem-solving resource for our clients.

If you enjoy helping others, staying organized, and serving as a reliable primary point of contact with a calm, solution-oriented approach – this role may be a great fit.

What you’ll do

Play a lead role in new client onboarding
Serve as primary point of contact for clients, insurance brokers and internal departments throughout the new client implementation process
Provide internal sales support
Provide quotes and complete information about DBS products/services to insurance brokers and potential clients
Coordinate Sales team webinars, including setup, facilitation, and ensuring smooth execution via Microsoft Teams
Liaise between clients, sales executives, insurance brokers and appropriate internal personnel/departments to resolve client servicing issues
Partner closely with brokers, sales and internal teams to keep things moving effectively
Maintain thorough understanding of insurance marketplace and employer pre-tax benefit plans

What we’re looking for

Minimum of two years of experience in employee benefits or health insurance industry
Experience working directly with external clients and/or insurance agents
Highly professional verbal and written communication skills
Proficient in the use of computers and software programs
Strong problem-solving skills with the ability to understand complex issues and offer potential solutions
Ability to work with internal staff and external clients of varying personalities and skill levels

Why you’ll love working here

A supportive, people-first culture that emphasizes collaboration, respect and teamwork
A stable and growing organization offering opportunities for professional development and long-term career growth
Purpose-driven work that makes a meaningful impact by supporting clients with benefits that matter
Opportunities to give back through community involvement and volunteer initiatives
Supportive leadership and a team that has your back

👉 Apply now, it’s quick and mobile-friendly https://diversifiedbenefitservices.applytojob.com/apply

If this role sounds like a fit, we'd love to hear from you. Apply now.

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Are you able to commute to our office located in Hartland, WI Monday through Friday? (1 day remote available after 6 months)*

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Welcome to Diversified Benefit Services and thank you for visiting our Careers page. We're passionate about building a workplace culture where talented people feel valued, supported and empowered to grow.

Explore our open roles and apply for positions where your talents can truly make an impact. We offer a quality work environment and a competitive salary and benefits package.

Client Services Specialist

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