Employee Benefits Client Success Specialist

OneDigital; Englewood (CO); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Overtime pay

Job summary

One Digital is seeking a Client Service Specialist to support the sales and client management teams with group enrollment, renewal processes and related administrative tasks in a fast-paced environment.

You will update census and policy data, coordinate proposals, attach applications in CRM, and ensure timely delivery of materials to clients and carriers. Strong attention to detail and excellent communication are essential for success.

Qualifications

• 2+ years of applicable job experience preferred.
• Proficient with Microsoft Office products.
• Prior experience in broker agency or benefit administration firm preferred.
• Familiarity with insurance carrier websites preferred.
• 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 presentation materials.
• Follows-up on service issues or coordinates through CAC and acts as phone back-up.

Skills

attention to detail

positive attitude

self-motivated

independent worker

communication skills

organizational skills

team player

Microsoft Office

broker experience

benefits administration

insurance websites

degree preferred

database familiarity

Education

Bachelor's degree

Tools

CRM systems

Job description

One Digital is seeking a Client Service Specialist to support the sales and client management teams with group enrollment, renewal processes and related administrative tasks in a fast-paced environment.

You will update census and policy data, coordinate proposals, attach applications in CRM, and ensure timely delivery of materials to clients and carriers. Strong attention to detail and excellent communication are essential for success.