Client Service Specialist - Hybrid; Berwyn, PA

Position: Client Service Specialist - Hybrid (Berwyn, PA)
Location: Berwyn

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 One Digital.

Our Newest Opportunity:

Su
mmary:

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.

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

• 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

Qualifications, Skills and 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

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

The typical base pay range for this role nationwide is $25 to $33 per hour.

The ideal Customer Service Specialist for this position tends to perform in a consistent manner, demonstrate patience, develop specialized skills, objective thinker, have a desire to help others, and be a good listener. In addition, this profile pays attention to directives, standards, and details; they think analytically, work independently, are diplomatic with people, use subtle or indirect approaches to conflict; they check for accuracy and use systematic approaches to situations or activities.

This profile is extremely curious and creative.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract

One Digital 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.

One Digital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed service member 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…