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    Client Service Specialist - Orlando, United States - OneDigital

    OneDigital
    OneDigital Orlando, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    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 – preferred (if not current, willing to obtain)
    Bachelor's degree – plus
    Experience with database applications – plus

    Company Website:

    Company DescriptionAt OneDigital, we're changing the workplace conversation. Our holistic approach helps our partners grow their businesses and build the type of environments where employees can thrive. What truly distinguishes OneDigital as a leading insurance, financial services, and HR consulting advisory firm is our power of one: one team, one purpose, and one solution to unleash growth and power potential.

    Company Description

    At OneDigital, we're changing the workplace conversation. Our holistic approach helps our partners grow their businesses and build the type of environments where employees can thrive. What truly distinguishes OneDigital as a leading insurance, financial services, and HR consulting advisory firm is our power of one: one team, one purpose, and one solution to unleash growth and power potential.
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