Client Success Specialist - Strategic Accounts

Harrison Gray Search has partnered with a family-owned insurance brokerage seeking a Client Support Specialist for Strategic Accounts. Our client emphasizes doing what is right for its clients and colleagues, earning their nomination as a Top Workplace in the Pittsburgh, PA area.

Position Summary

The Client Support Specialist (CSS) is responsible for delivering high-quality client service, ensuring that the needs and expectations of a dedicated client book are met. This role, in collaboration with the Senior Consultant, oversees the delivery of health and welfare initiatives and manages benefit programs. Often the primary contact for clients, the CSS addresses service inquiries and vendor management. This position supports a book of business of larger employer accounts (100+ employees) and a revenue of $500k-$1M.

Responsibilities and Duties

• Manage ongoing service needs of client accounts proactively and effectively.
• Develop and deliver high-quality, timely work products for clients.
• Co-develop and manage strategic client plans, such as health and welfare planning and health management.
• Lead implementation and ongoing management of vendor programs.
• Create clear, concise client communication materials.
• Resolve complex client issues or questions.
• Maintain knowledge of benefit plans and regulatory compliance through continued education.
• Perform other assigned duties.

Core Competencies

• Problem Solving: Uses logic to find solutions to challenging issues, provides clear and objective answers.
• Effective Communication: Clearly articulates ideas professionally and adjusts communication style as needed.
• Drive for Results: Consistently meets or exceeds goals, self-motivated, and motivates others.
• Priority Setting: Identifies and focuses on critical needs, maintains a goal-oriented approach.

Core Values

• Integrity: Maintains the highest ethical standards.
• Exceptional Service: Provides proactive client support, exceeding expectations.
• Teamwork: Contributes to team goals, sharing responsibilities and achievements.
• Kindness: Shows concern and willingness to help others.

Qualifications

• High School Diploma required, Bachelor’s Degree preferred
• Life, Accident, and Health License preferred (or obtained within 90 days of hire)
• 5+ years of experience in employee benefits account management or HR with a focus on benefits
• Professional designations like CEBS, GBA, PHR, or SHRM-CP/SCP preferred
• Base knowledge of health insurance underwriting and self-funded terminology and philosophies.
• Experience or exposure to health management strategic planning.
• Proficient in Microsoft Office (Word, PowerPoint, Excel), familiarity with Epic or Applied Solutions preferred

Work Environment

This role requires local travel (up to 30%) and potential domestic air travel. A valid driver’s license is needed to provide self-transportation to client meetings, events, and seminars. The position involves lifting materials up to 15 lbs. Accommodations are available to support individuals with disabilities.

Compensation & Benefits:

• Competitive salary
• Comprehensive benefits
• Sizable time-off allotment
• 4% 401(k) company match
• Tuition reimbursement
• Student loan relief
• Paid holidays