Client Service Specialist

August 14, 2025
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Job Description

Client Service Specialist – Remote (Pacific Standard Time)

United States

Full time

R7539

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:

The Client Service Specialist works closely with Account Managers, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The CSS serves as the direct point of contact for clients and their employees and is responsible for assisting with benefits administration support, benefit plan questions and/or help with issue resolution.

The CSS responds to incoming phone calls and emails as needed and will work under the direction of the Client Service Manager and collaboratively as part of an internal team of additional CSS’s.

Essential Duties and Responsibilities (include but are not limited to):

Responsible for day-to-day member/employee support for routine benefits questions and claims issues. These various questions may include locating an ID card, finding a physician, understanding benefit plans, and reviewing and resolving claims and/or billing issues

Responds to employee requests in a timely and accurate manner via the appropriate means of communication

Processes eligibility (new hires and terminations); assists with communications, follow-up and distribution of applications to carriers

Regularly run reports in benefits administration systems for processing eligibility

Assists with census preparation and billing audits

Gather SBCs, plan summaries, renewal, bills, and other materials as needed and manage folders in multiple locations

Follow up with the carrier to obtain status updates and provide updates to involved parties accordingly

Thorough documentation of all calls/emails, work effort and related problem resolution in D365

Ensure the protection and security of a consumer’s personal, confidential, and identifiable information in a profession and responsible manner, according to the standards and requirements of the Health Insurance Portability and Accountability Act (HIPAA)

Contributes to overall team goals and objectives through team participation and the sharing of individual skills and strengths

Other duties as requested or assigned

Qualifications, Skills and Requirements:

Strong attention to detail

Positive, can-do attitude

Self-motivated, flexible and disciplined

Strong organizational and time management skills, ability to multi-task, and impeccable follow-through

Ability to work independently as well as in team environment

Excellent verbal and written communication skills

Professionally and adeptly resolve issues while under pressure

Ability to thrive in fast-paced production environment

Embodies the OneDigital Way – optimistic, invested, responsive, trustworthy, strategic, and relentless, while using fresh-thinking and personal service to provide clients peace of mind

Education, Training and Experience:

1-2 years’ applicable job experience, preferred

Proficient in Microsoft suite including Microsoft Word, Excel and Outlook

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

Life and Health license, preferred

The typical base pay range for this role nationwide is $23 to $27 per hour.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.