Client Services Associate

Description We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This position combines client service, bookkeeping coordination, and vendor management to help maintain organized financial records and dependable day-to-day support. The ideal candidate is comfortable balancing multiple priorities, communicating with a range of stakeholders, and handling sensitive information with professionalism.

Responsibilities:
• Coordinate annual health insurance renewal and enrollment activities for family clients, helping ensure timely submissions and accurate coverage selections.
• Partner with brokers to organize insurance options and support implementation of coverage strategies that align protection needs with cost efficiency.
• Administer bill payment activities for several clients by reviewing documentation, confirming accuracy, and ensuring ...