Client Service Specialist - Hybrid (Berwyn, PA)

OneDigital • KTB Berwyn, PA

2d • Hybrid

About The Position

The Client Service Specialist supports sales and client management staff by assisting with group enrollment, renewal processes, and administrative functions that improve workflows, timeliness, and client responsiveness. The role involves coordinating applications, quotes, proposals, account updates, client communications, and service follow-up. The position is listed as hybrid in Berwyn, Pennsylvania.

Requirements

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

Nice To Haves

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

Responsibilities

• Assist with communications, follow-up, and distribution of applications to carriers.
• Collect missing information from groups and send approval letters to clients.
• Complete and/or coordinate quotes and proposals for new and renewal business.
• Update census, policy information, and commissions for accounts and policies.
• Assist with renewals and new business applications.
• Attach applications to the appropriate client file in Microsoft CRM.
• Process outgoing packages, shipments, and mail, and coordinate presentation materials.
• Follow up on service issues or coordinate them through the Customer Advocate Center (CAC), and provide phone backup during call overflow.

Benefits

• Eligible employees are offered health, wellbeing, retirement, and other financial benefits.
• 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 may be available.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus.

What This Job Offers

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