Client Service Specialist - Remote (EST)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. 

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity: 

Summary:

The Client Service Specialist supports the Ancillary Center of Excellence team by assisting with group quoting, RFP creation, CRM management, and additional administrative functions that are designed to improve and enhance workflows, timeliness, and the mission of the Ancillary COE.

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

• Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business.
• CRM – manages and executes assigned department CRM workflows, including but not limited to client data updates, transaction information, broker and client documentation updates.
• RFP Support – support the development of requests for proposal through documentation management, RFP status tracking and departmental reporting support.
• Client or Broker Data - may be asked to work with benefit communications and/or technology teams to confirm client data
• Work with key stakeholders, subject matter experts and user groups to develop and execute project work.
• Works with Ancillary team to perform other ad-hoc duties as assigned 

Qualifications, Skills and Requirements:

• Excellent verbal and written communication skills
• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible and disciplined
• Ability to work independently as well as in team environment
• Ability to thrive in fast-paced production environment
• Strong organizational skills

Education, Training and 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

Other:

License not required

The typical base pay range for this role nationwide is $25 to $27 per hour. 

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

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked