• Client Engagement Specialist

    Job Locations US-IL-Schaumburg | US-IL-Chicago
    ID 2019-1056
    Account Management
    Regular Full-Time
  • Overview

    The Client Engagement Specialist is an essential role to the success of our EnrollSMART solution.  He or she performs transactions and tasks essential to managing efficient insurance, benefit, and/or the EnrollSMART solution. The Client Engagement Specialist executes on RFP creation, carrier paperwork, keeping internal tools updated and more as it relates to our voluntary benefit strategy. He or she assists in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and engaging in implementation calls with our clients, enrollment firm and carrier partners on an as needed basis. The Client Engagement Specialist works closely with the benefits team to answer questions, access and deploy resources and execute on key tasks associated with the EnrollSMART solution for our clients.



    • Coordinates client and vendor appointments
    • Supports Client Engagement Consultant (CEC) and other internal department members to flawlessly execute and track Assurance’s EnrollSMART strategy for each client, creating measurable value and efficiencies
    • Creates RFP support in relation to voluntary benefits (VB) carriers and/or enrollment firm partners, managing the completion of VB carrier paperwork for each EnrollSMART case
    • Gathers information and populates the implementation workbooks with missing and needed items after the implementation kick-off meeting
    • Builds personalized client relationships through demonstrated understanding of EnrollSMART, utilizing multiple channels of communication including phone, email and in-person meetings
    • Assists with weekly implementation calls, backing up the CEC as needed
    • Illustrates a strong understanding of voluntary benefit products, supporting the CEC analyze opportunities and recommendations for service teams
    • Manages time effectively, prioritizing workload including client service requests and service parameters on business processes
    • Supports CEC in evaluation of client coverage and terms and conditions of quotes from VB carriers, comparing quote options from multiple carriers and presenting coverage comparison as requested
    • Builds and maintains relationship with EnrollSMART partners, servicing as agency liaison as needed



    • Follows EnrollSMART workflows consistently, appropriately engaging internal resources, such as process support, procedure manuals and reporting tools, ensuring efficiency and accuracy of execution
    • Maintains EPIC with EnrollSMART pertinent information, ensuring accuracy of data
    • Populates the prospect/client spreadsheet appropriately as a result of weekly status meetings with the CEC
    • Achieves desired levels of data completeness and process integrity, consistently meeting activity timelines, quality metrics and goals



    • Provides feedback and shares information at team meetings
    • Participates in ongoing scheduled meetings with CEC to discuss accounts, renewals, service needs, service platform, etc.
    • Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers and members of other departments
    • Communicates effectively with CEC and Account Managers and provides timely and complete information to allow them to effectively manage service execution





    • Upon hire, Producers License for Life/Health, as appropriate for role
    • Ability to travel (local and long-distance) for client meetings, as needed



    • BS/BA in Business, Insurance or related field
    • 2+ years working with Voluntary Benefits or in the Voluntary Benefits industry
    • Intermediate skill level with Microsoft Office Suite


    Assurance - In a Nutshell

    Founded: 1961

    Status: Fiercely independent insurance brokerage

    Locations: Headquartered in Schaumburg, IL with office locations in Chicago and the Mid-Atlantic

    Employees: 500+

    Clients: 6,000+ 

    Services: Business Insurance, Employee Benefits, Financial Services, Private Insurance, Surety

    Awards: Assurance is continually named a "Best Place to Work" by leading publications and organizations such as Fortune magazine, the National Association for Business Resources, The Chicago TribuneCrain's Chicago Business and Business Insurance magazine (check out all of our accolades).

    Culture: Our employees enjoy an environment that fosters success and creativity and provides countless opportunities for growth. We make sure our employees are happy and motivated by offering enviable benefits, rewards programs, celebrations, perks and a few surprises around every corner. Together, it all adds up to a company that develops and retains passionate individuals who deliver superior performance and measurable results to our clients.


    Fun Fact: 31% of Assurance experts agree the best Saturday Night Live skit of all time is "More Cowbell".