Client Service Specialist

4 weeks ago

Quezon City, Philippines MicroSourcing Full time

Overview

Client Service Specialist role at MicroSourcing. Location: Eastwood, Quezon City. Work setup: Onsite.

Discover your 100% YOU with MicroSourcing. Position: Client Service Specialist. This is a remote-friendly role with high impact, a lot of variety, and room to grow.

Responsibilities
  • Client Support & Service Delivery: Serve as the primary point of contact for client and employee inquiries via phone, email, chat, and SMS, delivering timely and accurate responses.
  • Onboarding & Renewals: Manage new client onboarding by entering data and conducting system audits in platforms such as Zywave and Employee Navigator. Facilitate annual renewal processes, ensuring timely and accurate updates for client groups. Coordinate with internal teams to provide a seamless client experience during onboarding and renewal cycles.
  • Quoting & Proposal Preparation: Assist with small group quoting by gathering census and renewal data, running quotes, and preparing proposal documents. Partner with the Client Success Manager to review and finalize proposals, ensuring accuracy and timely delivery to clients.
  • Open Enrollment Support: Support clients during open enrollment by preparing materials, assisting with system setup, and answering employee questions. Guide clients and their employees through the enrollment process, ensuring clear understanding of benefit options and eligibility.
  • Case Management & Collaboration: Maintain comprehensive records of service interactions using CRM and case tracking tools such as Salesforce, HubSpot, and Employee Navigator. Work with carriers, vendors, and internal teams to resolve client issues and ensure efficient handling of all service tasks. Foster effective communication with clients and internal stakeholders to enhance the overall client experience. Address questions related to eligibility, enrollment, claims, billing, coverage, and system access to ensure consistent high-quality service. Create, track, and resolve service cases in alignment with SLA requirements to ensure timely issue resolution. Collaborate with the Client Success Manager to provide daily updates on open cases, client tasks, and upcoming deliverables.
Requirements
  • 2-4 years’ experience in employee benefits, client service, or insurance brokerage preferred.
  • Strong communication skills, both verbal and written, to effectively interact with clients.
  • Familiarity with Salesforce or other CRM software is a plus.
  • Ability to analyze information and provide actionable insights for clients.
  • Project management skills are beneficial but not required.
  • Comfortable managing service requests, quoting, onboarding, and compliance workflows.
  • Health & Life license or willingness to obtain one a plus.
About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU: MicroSourcing believes that our strength lies in our people’s diversity and talent. We foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We celebrate YOU and your 100%

For more information, visit

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