Client Services Specialist

3 weeks ago

Orlando, United States OneDigital Full time

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 is responsible for day-to-day service of their assigned book of business. The CSS works closely and collaboratively with the Account Manager and internal service team to ensure service deliverables meet

and exceed client expectations. The CSS serves as one of the clients' main point of contact for any benefit- related service needs.

Essential Duties and Responsibilities (include but are not limited to):

  • Works closely with Sr. Account Manager on the underwriting process
  • Supports the Sr. Account Manager by building and maintaining relationships with clients through proactive communications
  • Effectively and efficiently services complex accounts and high-level service deliverables
  • Completes proposals and prepares enrollment packages for new participants
  • Assists in scheduling enrollment appointments for Consultants
  • Completes new business applications and submits to carriers for approval
  • Ensures all new participant and policy information is added to CRM and imaged into appropriate file
  • Processes all outgoing participant communication packages
  • Attends client/participant calls to help address administrative needs
  • Assist clients/participants with any policy service needs
  • Supports Account Manager and other team members with special projects when needed
Qualifications, Skils and Requirements:
  • High attention to detail
  • Ability to quickly learn new processes and manage multiple tasks simultaneously
  • Must be self-motivated and disciplined
  • Possess excellent written and verbal communication skills
  • Possess strong organizational skills
  • Ability to thrive in fast-paced environment
  • Ability to work well as a self-starter, both independently and as part of a team
  • High degree of responsibility and autonomy
  • Proficiency in Microsoft Excel and MS Outlook
Education, Training and Experience:
  • Proficient in all Microsoft Office products; required
  • Intermediate/Advanced Microsoft Excel, required
  • 2+ years' experience in account management or in a consultative role, preferred
  • Life and Health license (2-15), preferred or with willingness to obtain
  • Bachelor's Degree, a plus
  • Experience with database applications, a plus.


Other:

Licensed role

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team

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