Broker Service Specialist

OneDigital

1d•$25 - $30

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: Summary: The Broker Service Specialist supports the Ancillary Center of Excellence team by assisting with group quoting, member activity, renewal processes and additional administrative functions that are designed to improve and enhance workflows, timeliness, and broker responsiveness.

Requirements

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

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

Renewal Process - works with outside brokers to assist in the renewal process with communications, follow-up, and distribution of applications to carriers.
New group implementation - works with AM’s to assist in the implementation process with communications, follow-up, and distribution of applications to carriers via carrier portals or hard copy submissions.
Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business.
CRM - updates transaction information, follow-ups and services for all accounts and policies in CRM tasking system, including applications and appropriate client data.
Client or Broker Data - may be asked to work with benefit communications and/or technology teams to confirm client data
Works with AM’s to perform other ad-hoc duties as assigned