Client Relationship Specialist

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Job Summary

The Client Relationship Specialist is the first point of contact for customers, brokers and external partners once transitioned to inforce following the successful implementation of new cases. This role owns maintaining strong relationships focused on ensuring their needs are met and are satisfied with the services and products provided by Employee Benefits. The Client Relationship Specialist will assist with any inquiries regarding their accounts, provide reporting needs, and direct their requests to the appropriate department for quick resolution. There is a strong focus and dedication to providing stakeholders an exceptional experience and continuing to retain all new business. Lastly, this role requires the Client Relationship Specialist to be a subject matter expert in Employee Benefits, OA products and Employee Benefits systems. This position is customer facing and will require excellent customer service, communication, and technical skills.

Primary duties may include, but are not limited to:

• Owns and drives the execution of all applicable work streams, maintaining adherence to Employee Benefits, Compliance and Legal.
• Anticipate and provide guidance related to any discovery of compliance defects by partnering affectively with multiple areas of the organization to ensure accurate record maintenance.
• Process requests received from the customer service center as well as external customers within 24 hours. This will include billing updates, requests for reports, status updates, and general questions regarding contract parameters.
• Ensure timely and accurate communication to all key stakeholders both internal and external in conjunction with appropriate utilization of internal workflow systems according to documented processes.
• Provide timely email/phone responses to questions received.
• Index incoming work timely and accurately to ensure service levels can be maintained in all areas of Employee Benefits.

Job Requirements

• Minimum 5 years Customer service experience required
• Strong written & verbal communication
• Excellent organizational skills to monitor/maintain team's day-to day activities while keeping projects and long-term analysis in progress.
• Ability to prioritize issues, tasks and project/analysis work to meet recurring and leadership assigned deadlines.
• Strong analytical skills, the desire to identify root cause and the ability to apply knowledge and previous experience in new situations.
• Associate or bachelor's Degree or equivalent experience preferred
• Group business experience preferred
• Excel and reporting skills preferred
• Group Business experience preferred
• Or any combination of education and experience which would provide an equivalent background

Salary Band: 03A

This selected candidate will be expected to work Hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.