Client Service Representatives- One-Digital
OneDigital is proud of the tight-knit community we’ve built since the day we were founded. We’re picky about the people who work for us, because as much as we are a business, we’re also a family. Even through our rapid growth, we’ve managed to preserve our unique culture. We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself.
With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization. Are you ready to join an already winning team and help us continue to grow for years to come?
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