Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
About the role
- Client Service Specialist supporting sales and client management at OneDigital. Assisting with enrollment, renewals, and administrative tasks in a hybrid model.
Responsibilities
- Supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions
- 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
Requirements
- Strong attention to detail
- Positive, can-do attitude
- Self-motivated, flexible and disciplined
- Ability to work independently as well as in team environment
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to thrive in fast-paced production environment
- 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
- 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
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
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