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Client Services Support (Employee Benefits)

Open 32d posting dated 2 weeks ago


Not just a job, but a career

Looking to become part of something bigger than just insurance? Do you really want to make a difference in people's lives? Our company is not just an insurance agency - we're a team of dedicated professionals committed to helping employers thrive. Our Client Services Support will play a critical role in driving our agency’s success by helping to bring our best-in-class employee benefit solutions to credit unions, their employees, and their business clients.


Why Corporate Central Credit Union?

Corporate Central and our Family of CUSOs cultivate a culture of respect, ethics, teamwork, and innovation. We serve as a trusted partner and advisor to credit unions and provide this value with the same high-level of trust and appreciation we offer our employees. We believe in the power of a great team. We are motivated to passionately serve our clients and strive to learn, create, and innovate daily.


Our insurance agency, InterLutions, is the industry’s premier Employee Benefits CUSO (credit union service organization) delivering competitive health plans, wellness solutions, and HR services to the credit union industry.


We offer competitive compensation and more importantly, a culture that empowers you to balance the contributions you make to your profession, your family and friends, and your community. We offer flexible work arrangements so you can enjoy a healthy work-life balance. At Corporate Central you are part of a larger movement centered on "People Helping People"!


Make a Difference

Are you a motivated, results-driven individual who thrives on building relationships and helping people succeed? InterLutions is looking for a driven client support professional with employee benefits experience to expand our innovative “I-Care” solutions to credit unions across the country.


We employ strategic and dynamic leaders with entrepreneurial mindsets. Our Client Services Support will work closely with clients to assess their needs and tailor our competitive health plans to meet their goals.


Key responsibilities include:


Client support

  • Serve as a primary support contact for the collection, quoting, and presentation process for prospective and existing clients
  • Assist with new client onboarding, implementation, and ongoing benefit administration coordination
  • Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation
  • Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction

Technology support

  • Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates
  • Maintain and update benefit administration systems (e.g., Employee Navigator) and internal operational platforms
  • Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level-funded, and ancillary)
  • Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery

Enrollment and renewal support

  • Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements
  • Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development
  • Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners
  • Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications

What We Offer

  • Competitive Compensation: Enjoy a competitive base salary and performance-based bonuses.
  • Industry-Leading Benefit Plans: Medical & ancillary, fully-funded company provided pension plan, HSA, 401k, flexible PTO, and more.
  • Comprehensive Training: We believe in setting you up for success. Benefit from comprehensive training programs to enhance your industry knowledge and sales skills.
  • Supportive Environment: Join a supportive team that values collaboration, growth, and celebrating achievements together.
  • Flexible Work Arrangements: We understand the importance of work-life balance. We offer flexible work arrangements to suit your lifestyle.
  • Career Progression: Grow with us! We offer paths for career advancement based on your skills, dedication, and performance.