Our Newest Opportunity: Client Manager is responsible for day-to-day management and retention of assigned client accounts and will support the Senior Account Managers/Senior Benefit Consultants with client renewals and implementations. The Client Manager works closely with the Account Team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The Client Manager serves as the clients' main point of contact for their assigned book of business for any benefit-related service needs and is responsible for an optimal client experience. They will also effectively communicate OneDigital's value proposition and latest industry trends.
Essential Duties and Responsibilities (include but are not limited to):- Pre-Renewal Process - takes ownership of the Pre-Renewal Process while working closely with Benefits Consultants and/or Client Executives. Ensures close adherence to the Pre-Renewal Process Logic Flow across other Client Experience Team members.
- Implementation Process - coordinates and conducts open enrollment meetings based upon needs and complexities of client and ties in other Client Experience Team members as needed. Coordinates regular face-to-face meetings with clients. Ensures close adherence to the Implementation Process Logic Flow across the other Client Experience Team members.
- Post Renewal Process - ensures close adherence to this Logic Flow with the Client Analyst and/or Client Experience Specialist.
- Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes
- Annual Calendar Process - ensures close adherence to this Logic Flow across the other Client Experience Team members.
- New Client Experience/Onboarding Process - ensures close adherence to this Logic Flow across the other Client Experience & Sales Team members.
- CRM Management Process - ensures close adherence to this Logic Flow across the other Client Experience Team members.
- Relationship Management - builds/maintains positive client dependent relationships with clients using proven Relationship Management skills.
- Form 5500/Compliance Process - provides direction to the Account Team to assist clients with 5500 form filings and overall compliance requirements.
Qualifications, Skills and Requirements:- Must be self-motivated and disciplined
- Ability to thrive in fast-paced environment
- Possess excellent written and verbal communication, interpersonal, and negotiation skills
- Possess strong organizational skills
- Must be detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Thorough knowledge of health and ancillary products
- Prior experience in broker agency or benefit administration firm
- 2+ years' experience in account management or in an account management support role
- Experience with database applications
Education, Training and Experience:- Bachelor's Degree, preferred
- 2+ years' experience in account management or in an account management support role, required
- Current Life and Health license, required
- Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
- Intermediate knowledge of all Microsoft Office products; required
- Experience with quoting process and tools, required
The typical base pay range for this role is: $95,000 - $100,00
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.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
