Client Associate

About the Role

FD 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 Responsibilities

Client Service & Issue Resolution

• Resolve client issues and escalations related to employee benefits, including carrier coordination
• Communicate clearly with clients, carriers, and internal teams to drive timely resolution

Benefits Administration Support

• Manage post–Open Enrollment Evidence of Insurability (EOI) processes through carrier approval
• Coordinate and process HSA funding requests and related communications
• Respond to employee and employer benefit inquiries, including coverage, eligibility, and plan details

Service Coordination & Follow-Through

• Support and process retroactive enrollment and eligibility changes with carriers
• Research and resolve billing discrepancies and carrier audit variances
• Manage multiple service requests simultaneously, ensuring timely follow-up and resolution
• Maintain accurate records of client interactions and service activity

Team Support & Process Improvement

• Handle ad hoc or non-standard client requests across benefit plans
• Provide support on FSA/HSA plan administration, including participant questions and issue resolution
• Collaborate with team members to deliver consistent, high-quality service
• Contribute to improving workflows and overall client experience

Qualifications

Required:

• 3-5 years of experience in employee benefits, insurance, or healthcare-related operations
• Strong communication and client service skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and follow through on tasks
• Proficiency in Microsoft Office (Outlook, Excel, Word)

Preferred:

• Experience working with a CRM or ticketing system (Hubspot a plus)
• Familiarity with employee benefits (medical, dental, vision, etc.)
• Bilingual (English/Spanish)

Pay: $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Application Question(s):

• Are you located in Miami/South Florida?

Language:

• English (Required)

Ability to Commute:

• Miami, FL 33126 (Required)

Work Location: In person