Client Service Specialist - Hybrid (Farmington, CT)

Responsibilities

• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Assists with renewals and new business applications
• Attaches applications to appropriate client file in Microsoft D365
• Assists in coordination of all presentation materials
• Follows-up on service issues and coordinates through the Employee Benefit Help Center [EBHC]

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
• 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 Canva, Simplebooklet, and AI, preferred
• The typical base pay range for this role nationwide is $24 to $30 per hour .
• To learn more, visit: www.onedigital.com/careers
• Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
• City and County of San Francsico
• City of Los Angeles
• County of Los Angeles
• In short, we believe in hiring the most qualified applicant for the position, regardless of background.
• If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
• OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intel

Benefits

Additional Information

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: 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.

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