Client Services Specialist supporting clients on a leading trading platform with advanced communication skills. Handling KYC procedures and providing comprehensive client support and training.
About the role
- Client Service Specialist supporting sales and client management by assisting with group enrollment and compliance tasks. Enhancing workflows, timeliness, and client responsiveness at OneDigital.
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 Customer Advocate Center (CAC) and acts as phone back-up for call overflow
- Manages compliance-related tasks such as POP/cafeteria documents, Business Associate Agreements, Wrap Docs, ACA Reporting, CMS Reporting, 5500 Reporting, Exchange Notices, and COBRA
- Utilizes CANVA to create Benefit Guides and highlight sheets
- Prepares renewal presentations and employee open enrollment materials
- Supports EDI/Carrier integration set-up
- Pulls ID cards and researches claims issues/questions
- Processes enrollments, terminations, and changes
- Conducts billing/invoice audits
- Provides Ben Admin service training and troubleshooting
- Pulls/requests renewals from carriers
- Prepares RFP materials and spreads
- Educates market network
- Updates D365 and sends out BCD
- Updates SharePoint group files
- Initiates new carrier paperwork
Requirements
- 2+ years’ applicable job experience, preferred
- Proficient with Microsoft Office products, required
- Prior experience in a broker agency or benefit administration firm, preferred
- Familiarity with insurance carrier websites, preferred
- Proven track record in customer service, preferred
- Bachelor’s Degree, preferred
- Familiarity with database applications, a plus
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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