Client Service Specialist
Company Name:
Digital Insurance
Digital Benefit Advisors, a division of Digital Insurance, delivers a powerful new approach to employee benefits by combining the commitment of experienced, local market advisors with the sophisticated technology and innovative resources of a respected national firm.
Digital Benefit Advisors - Charlotte is looking for a Client Service Specialist to help organize and oversee the client management process. The Client Service Specialist is responsible for supporting the sales and client service staff through general support, facilitation of the group enrollment and renewal processes and administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
Responsibilities:
--- Help with communications, application follow-up, and distribution of applications to carriers;
--- Communicate and collect missing information from groups and send approval letters to clients;
--- Complete or coordinate quotes and proposals for all new and renewal business;
--- Update of census, policy information and commissions for all accounts and policies;
--- Help with renewals and new business applications and attach to appropriate client file in CRM;
--- Process all outgoing packages, shipments, mail, etc. and coordinate all presentation materials;
--- Maintain supply inventory for office;
--- Follow-up on service issues or coordinate through Customer Advocate Center and act as phone back-up for call overflow;
--- Additional duties as assigned.
Required Skills:
--- Strong attention to detail;
--- High energy, enthusiastic individual;
--- Proficient with MS Office (Advanced skills in Excel & PowerPoint) and the Internet;
--- Self-motivated, versatile and disciplined;
--- Able to work independently as well as on a team;
--- Excellent communication skills;
--- Strong organizational skills;
--- Familiar with database applications;
--- Ability to thrive in fast-paced production environment.
Required
Experience:
--- HS Diploma or equivalent;
--- College degree preferred;
--- Minimum of 2 to 5 years of related experience;
--- Prior experience in broker agency, benefit administration firm and/or carrier preferred.
Digital Insurance is the largest, most technologically advanced employee benefits-only agency in the U.S. Distinguished by its focus on innovation and education, the company creates greater value for employers and inspires individuals to become more engaged health care consumers. Our largest division, Digital Benefit Advisors, is a national network of experienced, local market experts who deliver expanded offerings to businesses and organizations.
We represent more than 1 million insured lives nationwide, manage employee benefits programs for over 25,000 employers and partner with more than 275 agencies, brokers, financial services firms and banks.
Digital has been named to the Inc. 5000 list as one of the nations fastest growing private companies since the honors inception in 2007.
We helped launch and successfully operate one of the countrys first private exchanges in Vermont, providing a depth of experience in this field few others can claim.
Digital Insurance is a subsidiary of Fidelity National Financial (NYSE: FNF), a Fortune 500 company.
We offer a competitive compensation and benefits package, state-of-the-art technology and support services, growth opportunities and a friendly, upbeat working environment.
To learn more about us, please visit our website at www.digitalinsurance.com or www.digitalbenefitadvisors.com.
Digital Insurance is an equal opportunity employer.Estimated Salary: $20 to $28 per hour based on qualifications.
Digital Insurance
Digital Benefit Advisors, a division of Digital Insurance, delivers a powerful new approach to employee benefits by combining the commitment of experienced, local market advisors with the sophisticated technology and innovative resources of a respected national firm.
Digital Benefit Advisors - Charlotte is looking for a Client Service Specialist to help organize and oversee the client management process. The Client Service Specialist is responsible for supporting the sales and client service staff through general support, facilitation of the group enrollment and renewal processes and administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
Responsibilities:
--- Help with communications, application follow-up, and distribution of applications to carriers;
--- Communicate and collect missing information from groups and send approval letters to clients;
--- Complete or coordinate quotes and proposals for all new and renewal business;
--- Update of census, policy information and commissions for all accounts and policies;
--- Help with renewals and new business applications and attach to appropriate client file in CRM;
--- Process all outgoing packages, shipments, mail, etc. and coordinate all presentation materials;
--- Maintain supply inventory for office;
--- Follow-up on service issues or coordinate through Customer Advocate Center and act as phone back-up for call overflow;
--- Additional duties as assigned.
Required Skills:
--- Strong attention to detail;
--- High energy, enthusiastic individual;
--- Proficient with MS Office (Advanced skills in Excel & PowerPoint) and the Internet;
--- Self-motivated, versatile and disciplined;
--- Able to work independently as well as on a team;
--- Excellent communication skills;
--- Strong organizational skills;
--- Familiar with database applications;
--- Ability to thrive in fast-paced production environment.
Required
Experience:
--- HS Diploma or equivalent;
--- College degree preferred;
--- Minimum of 2 to 5 years of related experience;
--- Prior experience in broker agency, benefit administration firm and/or carrier preferred.
Digital Insurance is the largest, most technologically advanced employee benefits-only agency in the U.S. Distinguished by its focus on innovation and education, the company creates greater value for employers and inspires individuals to become more engaged health care consumers. Our largest division, Digital Benefit Advisors, is a national network of experienced, local market experts who deliver expanded offerings to businesses and organizations.
We represent more than 1 million insured lives nationwide, manage employee benefits programs for over 25,000 employers and partner with more than 275 agencies, brokers, financial services firms and banks.
Digital has been named to the Inc. 5000 list as one of the nations fastest growing private companies since the honors inception in 2007.
We helped launch and successfully operate one of the countrys first private exchanges in Vermont, providing a depth of experience in this field few others can claim.
Digital Insurance is a subsidiary of Fidelity National Financial (NYSE: FNF), a Fortune 500 company.
We offer a competitive compensation and benefits package, state-of-the-art technology and support services, growth opportunities and a friendly, upbeat working environment.
To learn more about us, please visit our website at www.digitalinsurance.com or www.digitalbenefitadvisors.com.
Digital Insurance is an equal opportunity employer.Estimated Salary: $20 to $28 per hour based on qualifications.
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