Client Service Specialist

OneDigital

Client Service Specialist supporting sales and client management at OneDigital. Assisting with enrollments, renewals, and client communications in a collaborative environment.

Posted 5/21/2026full-timeFarmington • Connecticut • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $30 per hourWebsite

About the role

Key responsibilities & impact

Supports the sales and client management staff by assisting with group enrollment and renewal processes
Assists with communications, follow-up and distribution of applications to carriers
Collects missing information from groups and sends approval letters to clients
Assists with renewals and new business applications
Attaches applications to appropriate client file in Microsoft D365
Assists in coordination of all presentation materials
Follows-up on service issues and coordinates through the Employee Benefit Help Center [EBHC]

Requirements

What you’ll need

2+ years’ applicable job experience, preferred
Proficient with Microsoft Office products, required
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 Canva, Simplebooklet, and AI, preferred

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per company policy
Employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Microsoft D365Microsoft Officecustomer service

Soft Skills

communicationfollow-upcoordination

Certifications

Bachelor’s Degree