Client Services & Enrollment Specialist

OneDigital Investment Advisors LLC; Seattle (WA); On-site; USD 44,000 - 60,000; Full time

Job summary

OneDigital seeks a Client Service Specialist in Seattle to support sales and client management by handling group enrollment, renewals, and related administrative tasks. You will work with carriers and clients, ensuring timely processing and accurate record keeping.

The role requires strong communication, detail orientation, and the ability to work independently or in a team. A Bachelor’s degree is preferred and experience in benefits administration is a plus.

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.

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 coordinates quotes and proposals for 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 client files in Microsoft CRM.
• Processes outgoing packages, shipments, mail, etc. and coordinates presentation materials.
• Follows-up on service issues or coordinates through CAC and acts as phone back-up for call overflow.

Skills

Attention to detail

Communication skills

Organization

Teamwork

Education

Bachelor’s Degree

Tools

Microsoft Office

CRM software

Job description

OneDigital seeks a Client Service Specialist in Seattle to support sales and client management by handling group enrollment, renewals, and related administrative tasks. You will work with carriers and clients, ensuring timely processing and accurate record keeping.

The role requires strong communication, detail orientation, and the ability to work independently or in a team. A Bachelor’s degree is preferred and experience in benefits administration is a plus.