Benefits Client Experience Manager

OneDigital; Berwyn (PA); On-site; USD 95,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital is seeking a Client Manager to manage day-to-day client accounts and support renewals and implementations. You will collaborate with the Account Team, Benefits Consultants and Client Executives to ensure top-notch service and a strong client experience.

The role requires knowledge of health and ancillary products, a Life and Health license, and 2+ years in account management or related roles. You will lead pre-renewal, enrollment, and post-renewal processes and help clients navigate

Qualifications

• 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.

Responsibilities

• 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.

Skills

Self-motivated

Disciplined

Communication skills

Interpersonal skills

Negotiation skills

Organizational skills

Detail-oriented

Leadership

Strategic client management

Health insurance products

Broker agency experience

Account management experience

Database applications

Quoting tools

Education

Bachelor’s Degree, preferred

Life and Health license, required

Tools

Microsoft Office

Database tools

Job description

OneDigital is seeking a Client Manager to manage day-to-day client accounts and support renewals and implementations. You will collaborate with the Account Team, Benefits Consultants and Client Executives to ensure top-notch service and a strong client experience.

The role requires knowledge of health and ancillary products, a Life and Health license, and 2+ years in account management or related roles. You will lead pre-renewal, enrollment, and post-renewal processes and help clients navigate