Client Service Specialist

Sourcing and Digital Activations l Talent Solutions

Discover your 100% YOU with MicroSourcing

Position: Client Service Specialist

Work setup & shift: Onsite

You'll have:

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses.
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Your Role

As a Client Service Specialist , you will:

• Serve as the primary point of contact for client and employee inquiries via phone, email, chat, and SMS, delivering timely and accurate responses.
• 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.
• Assist with small group quoting by gathering census and renewal data, running quotes, and preparing proposal documents.
• Support clients during open enrollment by preparing materials, assisting with system setup, and answering employee questions.
• 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.
• Address questions related to eligibility, enrollment, claims, billing, coverage, and system access.
• 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.

What You Need

• 2–4 years’ experience in employee benefits, client service, or insurance brokerage.
• Strong verbal and written communication skills to effectively interact with clients.
• Ability to analyze information and provide actionable insights for clients.
• Comfortable managing service requests, quoting, onboarding, and compliance workflows.
• Willingness to obtain a Health & Life license if not already licensed.

Preferred skills/expertise

• Familiarity with Salesforce or other CRM software.
• Experience collaborating with carriers, vendors, or insurance providers.
• Knowledge of employee benefits systems such as Zywave or Employee Navigator.
• Ability to manage multiple client deliverables simultaneously.

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 firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self – we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%

Makati, National Capital Region, Philippines

*Terms & conditions apply

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Customer Service

Industries: Outsourcing and Offshoring Consulting