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JOB DETAILS

Client Care Specialist, Employee Benefits

CompanyUnison Risk Advisors

LocationBaltimore

Work ModeOn Site

PostedMarch 7, 2026

About The Company

Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.

About the Role

JOB SUMMARY:The role of the Client Care Specialist (CCS) is to address all employer health benefit issues as brought up by employee Benefits (EB) clients, including resolving enrollment and termination issues, claims and appeals, acting as liaison with our insurance advocacy partners at Alight (Health Pros), insurance carriers and third party administrators, works with insurance carriers and TPA’s to resolve billing inquiries, reading and interpreting insurance contract language and regulations. CCS regularly practices discretionary decision making on a daily basis.KEY RESPONSIBILITIES:Essential Duties & Responsibilities:<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Works directly with clients to answer questions and resolve their issues, and loads activities into CRM Database (Epic)o    <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Resolves enrollment and termination issues.o    <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Answers questions relating to legislation and benefit laws regarding HIPAA, COBRA, and FMLA.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Updates internal systems such as Epic upon group renewal<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Introduces their role to all new key contacts to build solid relationships and meets existing contacts as needed to further enhance relationship.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Maintains a full book of business while continuing to provide A+ service.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Utilizes MS Outlook, Excel, Word and other Microsoft Applications<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Follows EBS internal color-coded outlook organization standard operating procedures.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191; mso-font-kerning: 0pt; mso-ligatures: none;">»        <span style="font-size: 10.0pt; line-height: 107%; font-family: 'Arial Nova',sans-serif; mso-fareast-font-family: 'Times New Roman'; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-font-kerning: 0pt; mso-ligatures: none;">Follows internal call back standard operating procedures and email response time TALENTS/STRENGTHS REQUIRED<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Self-starter and quick learner<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Excellent problem-solving skills. Persistent to achieve the end result—resolution.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Strong organizational skills, including daily prioritizing and logical thinking.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Service-oriented; kind, compassionate, and willing to work hard on another person’s behalf.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Good communication skills, written, verbally and over the phone. Clarity and accuracy are key attributes.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Excellent phone skills, responsiveness, empathetic, and honesty with the information to be shared.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Strong working knowledge of computers (MS Word, MS Outlook preferred; Internet, MS Excel and database experience are also beneficial) and able to learn new systems and programs, such as Sales Force.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Able to manage multiple projects simultaneously and successfully.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Able to work with others in teams; able to work with those who perform similar jobs as well as complimentary roles. Promotes cooperation and share successes throughout the company.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Shares ideas for improvement which are oriented around solutions and blameless problem solving. CONTINUING EDUCATIONAs a condition of employment, the Enrollment Specialist must:<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Pass the Maryland State Life & Health exam within the first 90 days of employment.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Fulfill Maryland State Continuing Education (CE) requirements annually.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Participate in internal training sessions and other professional development opportunities as needed.KNOWLEDGE/EXPERIENCE REQUIRED<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Insurance experience preferred; at least 3 years of work experience (claims resolution, benefits administration, health insurance customer service, etc.).<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        College degree preferred<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Knowledge of Microsoft Office with an emphasis on Outlook and Excel PHYSICAL REQUIREMENTS/MISCELLANEOUS<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        Valid Driver’s License.<span style="font-size: 14.0pt; mso-bidi-font-size: 10.0pt; line-height: 107%; font-family: 'Lato',sans-serif; mso-fareast-font-family: Lato; mso-bidi-font-family: Lato; color: #8aa7b7; mso-themecolor: background2; mso-themeshade: 191;">»        There are no physical requirements for the position.<div id="fortidlp-input-element-parent"></div>

Key Skills

Problem-SolvingOrganizational SkillsCommunicationPhone SkillsEmpathyCRM DatabaseHIPAACOBRAFMLAMS OutlookMS ExcelMS WordDatabase ExperienceTeamworkDiscretionary Decision MakingClaims Resolution