Employee Benefits Services Specialist

Digital Insurance LLC; Englewood (CO); On-site; USD 38,573,000 - 49,676,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Job summary

OneDigital is seeking an Account Services Assistant to support day-to-day servicing of employee benefits accounts. You will help with communications, follow-up, and carrier applications, while updating census and policy data in CRM systems.

The role requires 2+ years of experience, proficiency with Microsoft Office, and familiarity with benefits administration processes. A Bachelor’s degree is preferred, and a team-oriented, detail-focused mindset is essential.

Qualifications

• Strong attention to detail and a can-do attitude.
• Self-motivated, flexible and disciplined.
• Ability to work independently as well as in a team environment.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Thrive in a fast-paced production environment.

Responsibilities

• Support Account Managers with day-to-day servicing of employee benefits accounts.
• Assist with communications, follow-up and distribution of applications to carriers.
• Collect missing information from groups and send approval letters to clients.
• Complete and coordinate quotes and proposals for new and renewal business.
• Update census, policy information and commissions for all accounts and policies.
• Assist with renewals and new business applications.
• Attach applications to client file in Microsoft CRM.
• Ensure compliance documents are updated and sent to customers as needed.

Skills

Attention to detail

Positive attitude

Self-motivation

Independent and team worker

Excellent communication

Organizational skills

Thrives in fast-paced environment

Education

Bachelor’s Degree, preferred

Tools

Microsoft Office

Microsoft CRM

Database applications

Job description

OneDigital is seeking an Account Services Assistant to support day-to-day servicing of employee benefits accounts. You will help with communications, follow-up, and carrier applications, while updating census and policy data in CRM systems.

The role requires 2+ years of experience, proficiency with Microsoft Office, and familiarity with benefits administration processes. A Bachelor’s degree is preferred, and a team-oriented, detail-focused mindset is essential.