Employee Benefits Client Service Specialist

Job ID
# of Openings
Customer Service/Support
Office Location
2301 Ohio Drive
Location : Location


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.


Do you want to be a part of a company that delivers meaningful value and empowers entrepreneurs and business owners to build exceptional companies that impact lives for the better?


Is your love for people and explaining complex coverage forms and deductible options matched only by your genuine curiosity of what companies do and how they get built?


Do you want to work in a place where 3 years of professional growth is always more valued than 1 year of “experience” repeated 30 times?         


If your answers are yes, then what are you waiting for?  Strap on your running shoes and come join our growing team!


As an Alkali Employee Group Client Service Specialist, you will have the opportunity to make a significant impact in a fast growing company with a big vision for insurance.  At Alkali, we do insurance differently!



We are searching for a friendly, attentive Group Client Service Specialist to join our growing team. As a part of our collective team interfacing directly with Alkali clients and prospects, you will be responsible for consistently delivering the Alkali client experience. The very best Alkali team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Alkali Group Client Service Specialist's are warm, accessible, enthusiastic, and caring upon first interaction. Over time, there is a sense of trust and credibility built between our team members and our clients. In the end, Alkali clients feel empowered and energized thanks to the hard work and caring attitude of the Alkali team.


Alkali is an Assured Partners company, a young, fast growing, full service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in Plano, TX.


Essential Duties and Responsibilities:

  • Learn and uphold our unique process, The Empowered AdvantageTM, and all it stands for.
  • Living our Core Values: Living Beyond the Golden Rule, Having an Entrepreneurial Spirit, Persistently Pursuing a Growth Mindset, Taking Ownership of Everything We Do, and Maintaining an Excellence Mindset
  • Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
  • Managea large number of time sensitive client issues at any given time
  • Provide top-notch client service to clients via in person meetings/phone/internet
  • Resolveclient issues in a timely manner and collaborate with the team to ensure benefit programs run smoothly
  • Research complex Employee Benefits coverage issues, thinkoutside the box to solve problems, and follow up promptly with actionable solutions
  • Assist clients with adding/deleting dependents on benefits
  • Assist in employee enrollment meetings, as needed
  • Reduce frustration by assisting clients with complex insurance company paperwork
  • Learn and develop benefit knowledge through carrier meetings, research, and training classes on an ongoing basis
  • Keep a detailed record of correspondence through Alkali’s client relationship system with existing clients
  • Achieve or exceed individual performance goals
  • Learn new software systems and programs
  • Other duties as required


Minimum Qualifications, Education and/or Experience:

  • Bachelor’s Degree (or equivalent in education and experience)
  • Life & Health Insurance license
  • 1+ years’ experience in Employee Benefits, such as medical, dental, vision, life and disability coverage
  • Self-starter and ability to work with or without supervision
  • Strong work ethic with a desire to win; ownership mentality
  • Desire to grow both personally and professionally
  • Desire to put the needs and interests of prospective and existing clients above their own
  • High level of empathy for others while maintaining persistent determination to motivate them to take action and improve their situation
  • Maintain the highest level of confidentiality
  • Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
  • Data entry accuracy
  • Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills
  • Ability to represent Dave Ramsey’s financial ministry without personal conflict to his core principles or values. Visit: for more information 

Alkali cares about people.  We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers.  This includes the usual stuff anyone would expect, like a competitive salary, bonus opportunities, and an attractive benefits offering.  Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve. To get an inside look at our team and culture, please visit us on Facebook at


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