Client Service Specialist - Remote (California)

OneDigital
1d$24 - $26Remote

About The Position

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Client Service Specialist works closely with Account Managers, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The CSS serves as the direct point of contact for clients and their employees and is responsible for assisting with benefits administration support, benefit plan questions and/or help with issue resolution. The CSS responds to incoming phone calls and emails as needed and will work under the direction of the Client Service Manager and collaboratively as part of an internal team of additional CSS’s.

Requirements

  • Strong attention to detail
  • Positive, can-do attitude
  • Self-motivated, flexible and disciplined
  • Strong organizational and time management skills, ability to multi-task, and impeccable follow-through
  • Ability to work independently as well as in team environment
  • Excellent verbal and written communication skills
  • Professionally and adeptly resolve issues while under pressure
  • Ability to thrive in fast-paced production environment
  • Embodies the OneDigital Way – optimistic, invested, responsive, trustworthy, strategic, and relentless, while using fresh-thinking and personal service to provide clients peace of mind
  • 1–2 years’ applicable job experience, preferred
  • Proficient in Microsoft suite including Microsoft Word, Excel and Outlook

Nice To Haves

  • 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

Responsibilities

  • Responsible for day-to-day member/employee support for routine benefits questions and claims issues. These various questions may include locating an ID card, finding a physician, understanding benefit plans, and reviewing and resolving claims and/or billing issues
  • Responds to employee requests in a timely and accurate manner via the appropriate means of communication
  • Processes eligibility (new hires and terminations); assists with communications, follow-up and distribution of applications to carriers
  • Regularly run reports in benefits administration systems for processing eligibility
  • Assists with census preparation and billing audits
  • Gather SBCs, plan summaries, renewal, bills, and other materials as needed and manage folders in multiple locations
  • Follow up with the carrier to obtain status updates and provide updates to involved parties accordingly
  • Thorough documentation of all calls/emails, work effort and related problem resolution in D365
  • Ensure the protection and security of a consumer’s personal, confidential, and identifiable information in a professional and responsible manner, according to the standards and requirements of the Health Insurance Portability and Accountability Act (HIPAA)
  • Contributes to overall team goals and objectives through team participation and the sharing of individual skills and strengths
  • Other duties as requested or assigned

Benefits

  • 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
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