OneDigital · 1 day ago
Client Experience Specialist - Hybrid (Berwyn, PA)
Berwyn, PA
Full-time
Hybrid
Entry Level
$25/hr - $29/hr
2+ years expOneDigital is a people-focused organization that provides employee benefits solutions to over 100,000 employers. The Client Experience Specialist supports the sales and client management staff by assisting with group enrollment, renewal processes, and administrative functions to enhance workflows and client responsiveness.
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
Qualification
Required
Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible and disciplined
Ability to work independently as well as in team environment
Excellent verbal and written communication skills
Strong organizational skills
Ability to thrive in fast-paced production environment
Proficient with Microsoft Office products, required
Preferred
2+ years' applicable job experience, preferred
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
Benefits
Health
Wellbeing
Retirement
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