client services representative United States
OneDigital
Full Time
United States
10.56 - 12.04 USD Today
Job description
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Client Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.
Responsibilities:
- Assists with communications, follow-up and distribution of applications to carriers
- Collects missing information from groups and sends approval letters to clients
- Completes and/or coordinates quotes and proposals for all new and renewal business
- Updates census, policy information and commissions for all accounts and policies
- Assists with renewals and new business applications
- Attaches applications to appropriate client file in Microsoft CRM
- Processes all outgoing packages, shipments, mail, etc. and coordinates all presentation materials
- Follows-up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow
Requirements:
- Strong attention to detail
- Positive, can-do attitude
- Self-motivated, flexible and disciplined
- Ability to work independently as well as in team environment
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to thrive in fast-paced production environment
Experience:
- 2+ years’ applicable job experience, preferred
- Proficient with Microsoft Office products, required
- Prior experience in broker agency or benefit administration firm, preferred
- Familiarity with insurance carrier websites, preferred
- Proven track record in customer service; preferred
- Bachelor’s Degree, preferred
- Familiarity with database applications, a plus
Thank you for your interest in joining the OneDigital team!
