Client Services Junior Analyst

Posted 9 Days Ago
Be an Early Applicant
Houston, TX
In-Office
Entry level
Insurance
The Role
The Client Services Junior Analyst supports client interactions, service operations, data tracking, and process improvement to enhance client satisfaction and operational efficiency.
Summary Generated by Built In

Role Summary 

KosmosDX is seeking a motivated and detail-oriented Client Services Junior Analyst to support our Client Services vertical. This role is ideal for early-career professionals interested in customer experience, operations, analytics, and service delivery within a fast-growing, data-driven healthcare technology organization. 

The Client Services Junior Analyst will work closely with Client Services Managers, Operations, and internal stakeholders to ensure exceptional client support, accurate service execution, and continuous improvement of client-facing processes. This is a hands-on, full-time role with a strong emphasis on data accuracy, operational insight, and scalable service delivery. 

Key Responsibilities 

Client Support & Communication 

  • Support day-to-day client interactions and service requests under the guidance of Client Services leadership. 
  • Manage inbound and outbound client communications via email, phone, and internal platforms. 
  • Ensure timely follow-ups, accurate documentation, and professional communication with clients. 
  • Track client inquiries, issues, and resolutions in CRM and internal systems. 

Service Operations & Coordination 

  • Support client onboarding, ongoing service delivery, and issue resolution workflows. 
  • Assist with scheduling, documentation, and status updates related to client accounts. 
  • Collaborate with internal teams (Operations, Data, Product, and Compliance) to resolve client needs efficiently. 
  • Monitor service-level expectations and proactively escalate risks, delays, or issues. 

Data Tracking & Reporting 

  • Maintain accurate records of client interactions, service metrics, and operational data. 
  • Assist in preparing reports and summaries related to: 
  • Client activity 
  • Service performance 
  • Common issues and trends 
  • Validate data accuracy and completeness across all client-facing systems. 

Process Improvement & Documentation 

  • Document client service workflows, FAQs, and standard operating procedures (SOPs). 
  • Identify recurring issues or inefficiencies and surface data-backed improvement opportunities. 
  • Support the creation and maintenance of client-facing materials such as guides, templates, and knowledge-base content. 

Cross-Functional Collaboration 

  • Partner with internal teams to understand client needs and translate them into actionable tasks. 
  • Participate in team meetings, retrospectives, and operational reviews. 
  • Contribute analytical insights on how client feedback and service data inform product, service, and operational decisions. 

Required Qualifications 

  • Bachelor’s degree in Business, Analytics, Communications, Healthcare Administration, Operations, or a related field. 
  • Strong written and verbal communication skills. 
  • High attention to detail with strong organizational and analytical skills. 
  • Comfort working with spreadsheets, documents, and basic reporting tools (Excel or Google Sheets). 
  • Ability to manage multiple priorities in a fast-paced environment. 
  • Professional, client-first mindset with a strong sense of ownership and accountability. 

Preferred Qualifications 

  • 1–2 years of experience in client services, operations, analytics, or a healthcare-related environment. 
  • Familiarity with CRM tools (Salesforce or similar). 
  • Interest in healthcare technology, diagnostics, or operational analytics. 
  • Experience documenting processes or supporting data-driven service teams. 

What You’ll Gain 

  • A full-time analytical role within client services at a growing healthcare technology company. 
  • Exposure to real client data, service performance metrics, and operational decision-making. 
  • Practical experience in reporting, service analytics, and cross-functional collaboration. 
  • Ongoing mentorship from Client Services and Operations leaders. 
  • A strong foundation for career growth into Client Success, Operations Analytics, Product Ops, or Strategy roles. 

Statement of Work (SOW) 

Client Services Junior Analyst – KosmosDX 

Objective 

The Client Services Junior Analyst will support the Client Services team in delivering high-quality, timely, and data-driven service to KosmosDX clients. This role is designed to provide meaningful operational and analytical contributions while developing strong competencies in client engagement, service operations, and continuous improvement. 

Scope of Work 

The Client Services Junior Analyst will be responsible for the following activities: 

Client Interaction Support 

  • Respond to client inquiries and service requests in alignment with defined service standards. 
  • Log, track, and update client issues and resolutions in CRM systems. 
  • Conduct follow-ups to ensure client satisfaction and issue closure. 

Operational & Analytical Support 

  • Support coordination of client onboarding and ongoing service workflows. 
  • Assist with internal task tracking, service scheduling, and milestone management. 
  • Ensure accurate documentation of client activities, service outcomes, and performance indicators. 

Reporting & Insights 

  • Maintain and update client service metrics and operational datasets. 
  • Prepare weekly or bi-weekly summaries of client activity, performance trends, and issue patterns. 
  • Identify recurring issues, anomalies, or opportunities for improvement using data and observations. 

Process Documentation & Improvement 

  • Document and maintain standard client service workflows and SOPs. 
  • Update internal knowledge bases and client-facing documentation as needed. 
  • Recommend and support initiatives to improve efficiency, clarity, and overall client experience. 

Deliverables 

  • Accurate and up-to-date client interaction and service records. 
  • Client service reports, dashboards, or performance summaries. 
  • Documented workflows, SOPs, or FAQs. 
  • Contribution to at least one measurable process or service improvement initiative. 

Supervision & Reporting 

  • Reports to the Client Services Manager (or designated supervisor). 
  • Participates in regular check-ins for feedback, development, and performance alignment. 

Performance Expectations 

  • Consistently professional communication with clients and internal stakeholders. 
  • High accuracy, analytical rigor, and attention to detail. 
  • Timely execution of assigned responsibilities. 
  • Proactive mindset, curiosity, and openness to feedback and continuous improvement. 

Top Skills

Crm Tools
Excel
Google Sheets
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The Company
HQ: Houston, TX
39 Employees
Year Founded: 2014

What We Do

We have been helping independent agents and agencies succeed in the senior and U65 insurance market for over 10 years with one goal: To serve you, the agent, and provide you with the tools you need to thrive.

You can look to us for all your contracting, training, and field support needs. Give us a call today to learn more about how we can help grow your business! We would love to speak with you. (866) 469-4921

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