OneDigital · 6 days ago
Client Service Specialist - Hybrid (Portland, OR)
Portland, OR
Full-time
Hybrid
Entry Level
2+ years expOneDigital is a people-focused organization that provides health and insurance solutions to over 100,000 employers. The Client Service Specialist supports sales and client management by assisting with enrollment, compliance tasks, and administrative functions to enhance client responsiveness and workflows.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Assists with communications, follow-up, and distribution of applications to carriers
Collects missing information from groups and sends approval letters to clients
Completes and/or coordinates quotes and proposals for all new and renewal business
Updates census, policy information, and commissions for all accounts and policies
Assists with renewals and new business applications
Attaches applications to appropriate client file in Microsoft CRM
Processes all outgoing packages, shipments, mail, etc., and coordinates all presentation materials
Follows up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow
Manages compliance-related tasks such as POP/cafeteria documents, Business Associate Agreements, Wrap Docs, ACA Reporting, CMS Reporting, 5500 Reporting, Exchange Notices, and COBRA
Utilizes CANVA to create Benefit Guides and highlight sheets
Prepares renewal presentations and employee open enrollment materials
Supports EDI/Carrier integration set-up
Pulls ID cards and researches claims issues/questions
Processes enrollments, terminations, and changes
Conducts billing/invoice audits
Provides Ben Admin service training and troubleshooting
Pulls/requests renewals from carriers
Prepares RFP materials and spreads
Educates market network
Updates D365 and sends out BCD
Updates SharePoint group files
Initiates new carrier paperwork
Qualification
Required
Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible, and disciplined
Ability to work independently as well as in a team environment
Excellent verbal and written communication skills
Strong organizational skills
Ability to thrive in a fast-paced production environment
Proficient with Microsoft Office products, required
Preferred
2+ years' applicable job experience, preferred
Prior experience in a 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
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase