Bilingual Client Service Representative, Employee Benefits

Key Responsibilities

Key Responsibilities

• Serve as a frontline service resource for Employee Benefits clients, employees, and internal team members.
• Respond to service requests involving eligibility, ID cards, benefit portals, providers, and claims support.
• Process employee additions, terminations, and qualifying life events in carrier and benefits administration systems.
• Track service cases, maintain accurate documentation, and follow requests through resolution.
• Assist with billing discrepancies, eligibility updates, and carrier follow-up.
• Support open enrollment logistics, employee communications, and benefit-related questions.
• Deliver responsive, professional, high-touch service in every interaction.

Skills, Knowledge and Expertise

What We’re Looking For

• Bilingual fluency in English and Spanish.
• Experience with employee benefits, including medical, dental, vision, life, and ancillary products.
• Strong administrative and organizational skills.
• Excellent attention to detail and follow-through.
• Advanced Excel proficiency and comfort working across multiple systems.
• A polished, professional, client-focused service approach.
• Ability to work from the Irvine office during the initial training period and maintain the required hybrid schedule.

Preferred Qualifications

• Current California Health and Life insurance license.
• Two or more years of experience in an employee benefits brokerage, agency, carrier, or consulting environment.
• Experience with BenefitPoint, EASE, Employee Navigator, or similar platforms.
• Experience supporting open enrollment, employee education, eligibility administration, and ongoing client service.

You’ll Be Successful in This Role If You Are