Client Service Specialist - Hybrid (Berwyn, PA)

Digital Insurance LLC; Berwyn (PA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Health benefits

Wellbeing programs

Paid time off

Overtime pay

Learning & development

Employee discounts

Job summary

OneDigital is seeking a Client Service Specialist to support sales and client management by handling group enrollment, renewals, and related administrative tasks. You will help ensure timely processes and responsive service for clients and carriers.

The role requires strong attention to detail, excellent communication skills, and the ability to work both independently and in a team within a fast-paced environment. Eligible benefits and development programs are available.

Qualifications

• 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
• Familiarity with database applications, a plus
• Bachelor’s Degree, preferred

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 CAC and acts as phone back-up for call overflow

Skills

Attention to detail

Positive attitude

Self-motivated

Teamwork

Verbal and written communication

Organizational skills

Fast-paced production environment

Education

Bachelor’s degree, preferred

Tools

Microsoft Office

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 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

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.

• eligible employees health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs

You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

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 City of Los Angeles County of Los Angeles 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.

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!

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US.

Learn More At OneDigital, our promise is to help you do your best work and live your best life.

Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total‑wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn