Senior Client Experience Specialist

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: Essential Duties and Responsibilities: The Client Services Specialist core responsibilities will be completed with some supervision and include but are not limited to: Advocacy Responsibilities: Provide benefit plan and eligibility information. Assist with billing and claims Provide ID Cards, locate in- network Providers, and assist with access to care inquiries Provide renewal audit support. Review, document, and respond to cases in tracking system Assist with special projects, research, and administrative tasks Customer Service Responsibilities: Available to work a flexible schedule during the hours. Adhere to clients holiday working schedule Coordinate with other team members on vacation and other personal days off or time away from the office to ensure adequate staffing. Respond to inquiries regarding gift card issues and inventory restock Administer and manage a gift card call center, email inbox, and external ticket system Work with bank personnel on banking issues Submit and verify inventory invoices for payment Manage the Business to Business and Business to Customer gift card registrations and orders Manages the Restaurant Bulk Load transactions Collaborate with payroll, accounting departments, bank partners as needed to resolve various Treasury issues Assist in gift card liability reconciliations and reports Manage Holiday Card Inventory Requests and shipments Miscellaneous administration work Real time documentation updates Works on special projects as assigned Qualifications, Skills and Requirements: An inquisitive nature, always pressing to know more and understand more about the client and their needs Technology savvy, having a curiosity and propensity to learn more about computers, software and other tools that make business more effective and productive Strong mathematical and analytical skills enabling one to gather data and present it in a clear and understandable method to the receiving audience An excellent communicator (listens, speaks, and writes well) Highly organized and process driven, can manage a multitude of requests, details, and follow-ups (including paperwork) This position may require getting to and from client locations and physical office. For that, reliable transportation and punctuality is required Welcomes change Education, Training and Experience 1. At least 2 years of industry experience, including insurance, carriers, benefits, human resources, broker/agent, technology field, data processor, electronic software applications. 2. High school diploma, minimally. College degree and any other professionally related designations are preferred. Proficient in MS Office (Excel, Word, Outlook and PowerPoint) Benefits Administration experience preferred. Life and Health License is required. If hired without a license, employee will have 120 days from date of hire to successfully complete the pre-licensing and pass the licensing exam. The typical base pay range for this role nationwide is $70,000 to $80,000 per year. The ideal Customer Service Specialist for this position tends to perform in a consistent manner, demonstrate patience, develop specialized skills, objective thinker, have a desire to help others, and be a good listener. In addition, this profile pays attention to directives, standards, and details; they think analytically, work independently, are diplomatic with people, use subtle or indirect approaches to conflict; they check for accuracy and use systematic approaches to situations or activities. This profile is extremely curious and creative. This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, protected characteristics). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ban the box] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team! OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is a career of consequence. We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and its why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn