Client Service Specialist - Hybrid (Williston, VT)

Posted:
10/16/2024, 5:00:00 PM

Location(s):
Vermont, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Workplace Type:
Hybrid

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 Service Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness. This is a hybrid position.

Responsibilities:

  • Assists with communications, follow-up and distribution of paperwork to carriers

  • Coordinate presentations and communications: enrollment guides, employee handouts, microsites

  • 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 completed paperwork to appropriate client file in Microsoft CRM, update client records in D365

  • Follows-up on service issues 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

Experience:

  • Proficient with Microsoft Office products, required
  • Proficient with Canva, preferred
  • Bachelor’s Degree, preferred

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!