Client Service Specialist
3 weeks ago
Job Description Job Description Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you OneDigital is looking for someone who possesses these traits to join their team as a Client Service Specialist. This position will work closely and collaboratively with the Account Manager and internal service team to ensure meet deliverables and exceed client expectations.Essential Duties and Responsibilities:Works closely with Account Manager on the underwriting processSupports the Account Manager by building and maintaining relationships with clients through proactive communicationsEffectively and efficiently services complex accounts and high-level service deliverablesCompletes proposals and prepares enrollment packages for new participantsAssists in scheduling enrollment appointments for ConsultantsCompletes new business applications and submits to carriers for approvalEnsures all new participant and policy information is added to CRM and imaged into appropriate fileProcesses all outgoing participant communication packagesAttends client/participant calls to help address administrative needsAssist clients/participants with any policy service needsSupports Account Manager and other team members with special projects when neededCore Competencies:Attention to detailHighly organizedExcellent written and verbal communication skillsMaintain a high level of patienceAbility to be keenly accurateAbility to quickly learn new processes & manage multiple tasks simultaneouslyExperience and Education Requirements:Proficient in all Microsoft Office products - requiredIntermediate/Advanced Microsoft Excel - required2+ years experience in account management or in a consultative role preferredLife & Health License (2-15) preferred (if not current, willing to obtain)Bachelors degree plusExperience with database applications plusCompany Website:OneDigital.comCompany Description At OneDigital, were changing the workplace conversation. Our holistic approach helps our partners grow their businesses and build the type of environments where employees can thrive. What truly distinguishes OneDigital as a leading insurance, financial services, and HR consulting advisory firm is our power of one: one team, one purpose, and one solution to unleash growth and power potential. Company Description At OneDigital, were changing the workplace conversation. Our holistic approach helps our partners grow their businesses and build the type of environments where employees can thrive. What truly distinguishes OneDigital as a leading insurance, financial services, and HR consulting advisory firm is our power of one: one team, one purpose, and one solution to unleash growth and power potential.#J-18808-Ljbffr
by Jobble
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Client Service Specialist
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Orlando, United States Valmark Financial Group Full timeJob DescriptionJob DescriptionAre you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! OneDigital is looking for someone who possesses these traits to join their team as a Client Service...
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Client Service Specialist
3 weeks ago
Orlando, United States OneDigital Full timeJob DescriptionJob DescriptionAre you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! OneDigital is looking for someone who possesses these traits to join their team as a Client Service...
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1 week ago
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Client Services Specialist
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Customer Service Specialist
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Customer Service Specialist
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Customer Service Specialist
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Orlando, United States Masis Professional Group Full timeIf you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, this is the firm for you!The Client Service Specialist works closely and collaboratively with the Retirement, Health & Wealth Account Manager and internal service team to ensure service deliverables meet and exceed client...
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Client Service Manager
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Orlando, Florida, United States Arthur J Gallagher Risk Management Services, Inc Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...