Client Service Specialist (Part-Time, Hybrid New York)

One Digital-posted about 2 months ago
Full-time • Entry Level
Hybrid • Latham, NY
11-50 employees
Professional, Scientific, and Technical Services
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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.

  • 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
  • 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
  • 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
  • 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
  • Employee perks and discounts
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