Qureos Mentor

Financial Designs. Inc.

About the RoleFD National is seeking a Client Associate to join their Service Team, supporting day-to-day client service and benefits administration. This role is ideal for someone who is detail-oriented, service-driven, and comfortable managing multiple client requests in a fast-paced environment.You will serve as a key point of contact for client inquiries, help resolve issues, and ensure a smooth experience for both clients and internal teams.Key ResponsibilitiesClient Service &amp; Issue Resolution<ul><li>Resolve client issues and escalations related to employee benefits, including carrier coordination</li><li>Communicate clearly with clients, carriers, and internal teams to drive timely resolution</li></ul>Benefits Administration Support<ul><li>Manage post&ndash;Open Enrollment Evidence of Insurability (EOI) processes through carrier approval</li><li>Coordinate and process HSA funding requests and related communications</li><li>Respond to employee and employer benefit inquiries, including coverage, eligibility, and plan details</li></ul>Service Coordination &amp; Follow-Through<ul><li>Support and process retroactive enrollment and eligibility changes with carriers</li><li>Research and resolve billing discrepancies and carrier audit variances</li><li>Manage multiple service requests simultaneously, ensuring timely follow-up and resolution</li><li>Maintain accurate records of client interactions and service activity</li></ul>Team Support &amp; Process Improvement<ul><li>Handle ad hoc or non-standard client requests across benefit plans</li><li>Provide support on FSA/HSA plan administration, including participant questions and issue resolution</li><li>Collaborate with team members to deliver consistent, high-quality service</li><li>Contribute to improving workflows and overall client experience</li></ul>QualificationsRequired:<ul><li>3-5 years of experience in employee benefits, insurance, or healthcare-related operations</li><li>Strong communication and client service skills</li><li>Highly organized with strong attention to detail</li><li>Ability to manage multiple priorities and follow through on tasks</li><li>Proficiency in Microsoft Office (Outlook, Excel, Word)</li></ul>Preferred:<ul><li>Experience working with a CRM or ticketing system (Hubspot a plus)</li><li>Familiarity with employee benefits (medical, dental, vision, etc.)</li><li>Bilingual (English/Spanish)</li></ul>Pay: $50,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Are you located in Miami/South Florida?</li></ul>Language:<ul><li>English (Required)</li></ul>Ability to Commute:<ul><li>Miami, FL 33126 (Required)</li></ul>Work Location: In person

Client Associate

Join Financial Designs. Inc. and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Financial Designs. Inc.

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Client Associate