Are you analytical and technical in nature? Are you reserved and reflective with a direct and factual form of communication? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! OneDigital is looking for someone who possesses these traits to join their team as a Client Service Specialist. This position will work closely and collaboratively with the Account Manager and internal service team to ensure meet deliverables and exceed client expectations.
Essential Duties and Responsibilities:
- Works closely with Account Manager on the underwriting process
- Supports the Account Manager by building and maintaining relationships with clients through proactive communications
- Effectively and efficiently services complex accounts and high-level service deliverables
- Completes proposals and prepares enrollment packages for new participants
- Assists in scheduling enrollment appointments for Consultants
- Completes new business applications and submits to carriers for approval
- Ensures all new participant and policy information is added to CRM and imaged into appropriate file
- Processes all outgoing participant communication packages
- Attends client/participant calls to help address administrative needs
- Assist clients/participants with any policy service needs
- Supports Account Manager and other team members with special projects when needed
Core Competencies:
- Attention to detail
- Highly organized
- Excellent written and verbal communication skills
- Maintain a high level of patience
- Ability to be keenly accurate
- Ability to quickly learn new processes & manage multiple tasks simultaneously
Experience and Education Requirements:
- Proficient in all Microsoft Office products - required
- Intermediate/Advanced Microsoft Excel - required
- 2+ years’ experience in account management or in a consultative role – preferred
- Life & Health License (2-15) – preferred
- Bachelor’s degree – plus
- Experience with database applications – plus
Company Website:
OneDigital.com
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