Client Service Specialist - Remote (PST)

OneDigital; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading organization in employee benefits is seeking a Select Client Service Specialist to provide operational support for client renewals. This role involves managing renewal documents, analyzing benefit plans, and collaborating with various teams to ensure excellent service delivery. Ideal candidates will possess strong organizational skills, attention to detail, and a background in customer service. Join us to help clients access essential healthcare solutions.

Benefits

Health Benefits

Paid Time Off

Learning and Development Programs

Employee Perks and Discounts

Qualifications

• 2+ years’ applicable job experience preferred.
• Proficiency in Microsoft Office products required.

Responsibilities

• Provide renewal operational support to the Select client retention team.
• Handle client audit notifications and account activity research.
• Communicate effectively with external partners.

Skills

Organizational Skills

Time Management

Attention to Detail

Communication

Team Player

Education

Bachelor's Degree

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:

T he 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 val ues 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

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.

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!