Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

The Client Experience Specialist supports Client Account teams by assisting with client renewals and implementation. The Client Experience Specialist will also assist with additional administrative functions that are designed to improve and enhance workflows, timeliness, and overall client experience. They will also effectively communicate OneDigital's value proposition and latest industry trends.

Essential Duties and Responsibilities (include but not limited to):

• Renewal Process - works with Account Manager, Benefits Consultant, Client Executive to assist in the renewal process with communications, follow-up, and distribution of applications to carriers.
• Approval Letters - collects missing information from groups and sends Approval Letters to clients.
• Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business. May be asked to assist in spreadsheet creation or to provide a peer-to-peer review of market analysis.
• CRM - updates policy information and commissions for all accounts and policies in D365, including applications and appropriate client data.
• Client File - attaches applications and appropriate client data in appropriate client file
• Census - compiles accurate census with input from client, Client Executive, and/or Account Manager.
• Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes
• Open Enrollment - assists in the coordination of open enrollment and presentation material
• Service Issues - follows-up on service issues or coordinates through Customer Advocate Center (CAC)
• Client Data - may be asked to work with benefit communications and/or technology teams to confirm client data
• Post Renewal - assists in post renewal quality review to ensure plans and member enrollments are accurate

Requirements:

• Excellent verbal and written communication skills
• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible, and disciplined
• Ability to work independently as well as in team environment
• Ability to thrive in fast-paced production environment
• Strong organizational skills
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites
• Proven track record in customer service

Experience:

• Bachelor's Degree, preferred
• 2+ years' experience in broker agency or benefits
• Current Life and Health license, required
• Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
• Basic knowledge of all Microsoft Office products; required
• Basic experience with database applications, a plus.

Other:

Licensed role

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!