Enrollment & Client Experience Specialist

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

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.