Broker Service Specialist - Hybrid (Mt. Laurel, NJ)

OneDigital • Laurel, NJ

5d • Hybrid

About The Position

The Broker Service Specialist supports the service team with group enrollment, member activity, renewal processes, and administrative functions intended to improve workflows, timeliness, and broker responsiveness. The role works with outside brokers on renewals and new group implementation, tracks implementation and renewal activity, prepares quotes and proposals, and maintains account and policy information in the CRM system. The position is hybrid in Mt. Laurel, New Jersey.

Requirements

• Excellent verbal and written communication skills.
• Strong attention to detail.
• Positive, can-do attitude.
• Self-motivated, flexible, and disciplined.
• Ability to work independently and in a team environment.
• Ability to thrive in a fast-paced production environment.
• Strong organizational skills.
• Proficiency with Microsoft Office products.
• Two or more years of applicable job experience is preferred.

Nice To Haves

• Prior experience in a broker agency or benefit administration firm.
• Familiarity with insurance carrier websites.
• Proven track record in customer service.
• Bachelor’s degree.
• Familiarity with database applications.

Responsibilities

• Assist outside brokers with the renewal process, including communications, follow-up, and distributing applications to carriers.
• Assist outside brokers with new group implementation, including communications, follow-up, and submitting applications to carriers through carrier portals or in hard copy.
• Track implementation and renewal processes and send Approval Letters to brokers.
• Use carrier and vendor quoting tools to complete or coordinate quotes and proposals for new and renewal business.
• Update transaction information, follow-ups, and services for accounts and policies in the CRM tasking system, including applications and appropriate client data.
• Work with benefit communications and/or technology teams to confirm client data when requested.
• Perform other ad-hoc duties as assigned.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed