{"ops":[{"insert":"Veracity Health + Wealth is seeking a proactive and highly organized part-time Client Relations Specialist to join our Tampa-area team. This individual will serve as a key point of contact for clients and support the smooth day-to-day operations of the brokerage. The Client Relations Manager will provide critical administrative support, assist with client interactions, and help maintain the responsive, professional experience our Medicare clients expect."},{"insert":"\n\n"},{"insert":"Key Responsibilities","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"Availability & Presence","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"¦ Maintain a consistent part-time schedule (approximately 30+ hours per week) with core availability during business hours, as agreed with the leadership team."},{"insert":"\n\n"},{"insert":"¦ Serve as a reliable point of contact for client and agent needs during scheduled hours, with flexibility for hybrid or virtual work as assigned."},{"insert":"\n\n"},{"insert":"Client Interaction & Customer Service","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"¦ Act as the first point of contact for clients, ensuring their inquiries are handled promptly and efficiently."},{"insert":"\n"},{"insert":"¦ Provide exceptional customer service to clients via phone, email, text, and in-person interactions."},{"insert":"\n"},{"insert":"¦ Maintain professional relationships with clients, responding to inquiries and resolving issues in a timely manner."},{"insert":"\n\n"},{"insert":"Seminar & Event Support","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"¦ Assist in planning and executing both in-person and virtual seminars and community events, ensuring smooth operations and technical setup (e.g., Zoom, equipment)."},{"insert":"\n\n"},{"insert":"¦ Print seminar materials (e.g., Medicare cheat sheets), set up client resources (e.g., books, magnets), and coordinate refreshments."},{"insert":"\n\n"},{"insert":"¦ Provide on-site support during events to address any issues that may arise."},{"insert":"\n\n"},{"insert":"General Administration","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"¦ Manage incoming and outgoing mail, deliveries, and client correspondence."},{"insert":"\n\n"},{"insert":"¦ Maintain client records in the agency's CRM, ensuring confidentiality and compliance with data privacy and CMS marketing regulations."},{"insert":"\n\n"},{"insert":"¦ Assist with scheduling and appointment coordination for clients and agents, both in-person and virtual — including AEP/OEP appointment surges."},{"insert":"\n\n"},{"insert":"Claims & Carrier Support","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"¦ Assist clients with filing and managing insurance claims via digital platforms or direct coordination with insurance carriers."},{"insert":"\n\n"},{"insert":"¦ Follow up on claims, enrollment issues, and carrier requests to ensure timely processing and resolution."},{"insert":"\n\n"},{"insert":"Miscellaneous Tasks","attributes":{"bold":true}},{"insert":"\n\n"},{"insert":"¦ Perform additional administrative duties as directed by the leadership team, including special projects, process improvements, and support for community outreach initiatives."},{"insert":"\n\n"},{"insert":"Join us as a Client Relationship Specialist if you’re passionate about delivering outstanding customer experiences while developing your expertise in client management, sales, and cross-functional teamwork! This role offers a vibrant environment where your proactive approach will make a real impact on our clients’ success stories."},{"insert":"\n\n"},{"insert":"Veracity Health + Wealth is a Medicare & Retirement services brokerage dedicated to helping individuals navigate their healthcare and retirement options with clarity and confidence. We pride ourselves on delivering exceptional service to our clients and creating an outstanding, supportive work environment for our team."},{"insert":"\n\n"},{"insert":"Pay: $18.00 - $20.00 per hour"},{"insert":"\n\n"},{"insert":"Work Location: In person"},{"insert":"\n\n"}]}