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Client Solutions Consultant
Location
United States
Posted
26 days ago
Salary
$50K - $57K / year
Seniority
Mid Level
Job Description
Client Solutions Consultant
North Star Fertility Partners LLC
Role Description IFI is seeking to hire a full-time, remote Client Solutions Consultant. - Assess the unique needs of domestic and international clients to recommend appropriate products and services. - Provide personalized consultations, offering guidance, education, and recommendations tailored to each client’s family-building journey. - Coordinate and manage consultation scheduling between clients, professional partners, and internal team members. - Utilize consultative sales techniques to convert leads while maintaining a strong focus on client education, trust, and satisfaction. - Develop and maintain expertise in IFI products and services, including staying current on industry trends, product updates, and regulatory changes. - Clearly communicate insurance policy benefits, limitations, coverage options, and associated costs to clients. - Gather and review required information to evaluate client eligibility and underwriting requirements. - Maintain accurate and up-to-date client records in Salesforce, including notes, communications, documents, and case details. - Collaborate cross-functionally to support individual and Client Solutions team goals and operational success. - Respond promptly and professionally to client emails and phone calls, providing thorough follow-up and resolution to questions or concerns. - Perform additional duties and responsibilities as assigned. Qualifications - High school diploma or equivalent required. - Excellent written and verbal communication skills, with the ability to build strong relationships with agency clients, Intended Parents, and Surrogates. - Strong organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced remote environment. - Exceptional customer service skills, including empathy, professionalism, patience, and the ability to navigate sensitive or challenging conversations. - Ability to explain complex concepts in a clear, client-friendly manner to support informed decision-making. - Strong critical thinking and problem-solving skills, with a proactive and resourceful approach. - Proficiency in Salesforce, Microsoft Office Suite (Word, Excel, PowerPoint), and other business software tools. - Experience working with diverse client populations, including international clients, while delivering a high level of service. - Flexibility and adaptability in a rapidly evolving environment, with a collaborative, team-oriented mindset. Requirements - 1+ years of experience in the surrogacy, fertility, or family-building industry. - Previous experience in insurance, sales, customer service, or a client-facing role. - Experience using Salesforce CRM. - Familiarity with Microsoft Teams and SharePoint. - Experience with Zoom and Calendly. - Bilingual skills are a plus. Benefits - A competitive health plan that includes health, dental and vision. - 401(k) with company match. - “Take What You Need” PTO. - Tuition Assistance. - Paid Holidays. - LTD/STD/Life Insurance. - Wellness Programs. - The ability to work hybrid or remote based on location. - And much more!
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