Client Service Specialist - Remote (PST)
Offer summary
Qualifications:
Strong organizational and time-management skills, Proficient in Microsoft Office suite, 2+ years of applicable job experience preferred, Bachelor’s Degree preferred..Key responsibilities:
- Provide renewal operational support to the client retention team
- Handle renewal lifecycle activities and client audit notifications
- Conduct account activity research and analyze benefit options
- Collaborate with cross-functional departments and maintain productivity.
Job description
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 Select Client Service Specialist is primarily responsible for providing renewal operational support to the Select client retention team. The CSS team plays a vital role in securing monthly renewal documents, proactive renewal processing, making plan recommendations, and continuously monitoring a renewal’s lifecycle steps to ensure proper delivery to our client. We further contribute by handling carrier audit email notifications, and incoming electronic mail processing. Our team values collaborating and sharing ideas for process improvements, as we strive to provide excellent service to both our internal and external customers.
Essential Duties and Responsibilities (include but are not limited to):
D365 Client Database Maintenance
Handle Renewal Lifecycle Activities
Initiate process workflows
Handle client audit notifications
Conduct account activity research
Process/route electronic mail items
Group Benefit Plan Analysis
Review client benefits
Evaluate renewal plan premiums
Analyze & propose alternative benefit options to clients
Submit client presentation requests
Handle proactive marketing/quoting
Procure Group Renewals
Identify need for renewal document
Draft renewal requests
Determine outreach pathways
Communicate effectively with external partners
Track communications to client database
Maintain Productivity
Contribute to team’s synergy
Set daily task goals
Collaborate with cross-functioning departments
Handle special projects
Embrace change & challenge
Adhere to Company Compliance Guidelines
Follow all necessary data & process security procedures
Maintain professional conduct
Participate in company required trainings
Attend internal & external meetings
Maintain license renewal CE credits
Qualifications, Skills and Requirements:
Strong organizational and time-management skills
Ability to prioritize and handle multiple & complex tasks in a fast-paced environment
Strong attention to detail
In-depth knowledge of internal resources
Must be self-motivated and self-driven
Strong written and verbal communication
Excellent team player skills
Ability to work strategically with internal stakeholders
Proficient in Microsoft Office suite
Education, Training and Experience:
2+ years’ applicable job experience, preferred
Proficiency in 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:
Health/Life License, preferred
The typical base pay range for this role nationwide is $17 to $20 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 here.
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
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
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 Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Required profile
Experience
Other Skills
- Microsoft Office
- Communication
- Time Management
- Customer Service
- Organizational Skills
- Detail Oriented
- Teamwork
- Self-Motivation
- Problem Solving
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