Client Service Specialist - Hybrid (Portland, OR)

OneDigital•Portland, OR

4d•Hybrid

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 supports the sales and client management staff by assisting with group enrollment, renewal processes, compliance tasks, benefit guides, and additional administrative functions that are designed to improve and enhance workflows, timeliness, and client responsiveness.

Requirements

Strong attention to detail.
Positive, can-do attitude.
Self-motivated, flexible, and disciplined.
Ability to work independently as well as in a team environment.
Excellent verbal and written communication skills.
Strong organizational skills.
Ability to thrive in a fast-paced production environment.
2+ years’ applicable job experience, preferred.
Proficient with Microsoft Office products, required.

Nice To Haves

Prior experience in a 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

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.
Manages compliance-related tasks such as POP/cafeteria documents, Business Associate Agreements, Wrap Docs, ACA Reporting, CMS Reporting, 5500 Reporting, Exchange Notices, and COBRA.
Utilizes CANVA to create Benefit Guides and highlight sheets.
Prepares renewal presentations and employee open enrollment materials.
Supports EDI/Carrier integration set-up.
Pulls ID cards and researches claims issues/questions.
Processes enrollments, terminations, and changes.
Conducts billing/invoice audits.
Provides Ben Admin service training and troubleshooting.
Pulls/requests renewals from carriers.
Prepares RFP materials and spreads.
Educates market network.
Updates D365 and sends out BCD.
Updates SharePoint group files.
Initiates new carrier paperwork.