Client Service Specialist
Company: Harrison Gray Search & Consulting
Location: Mc Lean
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Client Service Specialist
Harrison Gray Search has partnered with a premier insurance and
financial services firm to find a dedicated Client Service
Specialist . This is a client-focused agency that prides itself on
providing a superior customer experience and maintaining the
highest standards of integrity. Role Overview As a Client Service
Specialist, you will provide exceptional support to the account
management team by handling daily client requests related to
claims, billing, and eligibility. This role is essential for
maintaining smooth agency operations and ensuring clients receive
timely, high-quality service. Key Responsibilities Customer
Advocacy: Communicate and follow up with clients and insurance
carriers to resolve inquiries quickly. Claims Management: Manage
the full claims process, including reporting, documentation, and
tracking status with carriers. Account Support: Assist account
managers with client activities, including enrollment and
eligibility requests. Billing & Data Entry: Resolve billing errors
and maintain accurate client policy information within the Epic
management system. Records Management: Organize and update client
files to ensure all documentation is current. Requirements
Licensing: Must hold an active Life & Health Insurance license .
Experience: At least 2 years of customer service experience in an
office setting. Specialized Knowledge: Prior experience with claims
resolution and eligibility is required. Technical Skills:
Proficiency in Microsoft Office (Word, Excel, PowerPoint) and
experience with agency management systems (Epic preferred). Soft
Skills: Strong communication skills and the ability to prioritize
tasks in a fast-paced environment. Languages: Proficiency in
additional languages is a plus. Why Join the Team? You will work in
a supportive, collaborative environment that values innovation and
excellence. This position offers opportunities for professional
growth and the flexibility of a hybrid work environment .
Keywords: Harrison Gray Search & Consulting, Reston , Client Service Specialist, Customer Service & Call Center , Mc Lean, Virginia