Client Service Manager - Hybrid (Berwyn, PA)

Digital Insurance LLC; Berwyn (PA); On-site; USD 95,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Learning & development

Job summary

OneDigital is seeking a Client Manager to oversee day-to-day management and retention of assigned client accounts. You will support Senior Account Managers with renewals and implementations and serve as the main point of contact for benefit-related needs.

You will coordinate with Account Teams, Benefits Consultants, and Client Executives to ensure top-tier service, communicate OneDigital’s value, and stay current on industry trends. Strong communication and organizational skills are essential.

Qualifications

• Bachelor’s Degree preferred.
• 2+ years in account management or related role.
• Current Life and Health license required.
• Continuing education every 2 years (CPD credits).
• Proficiency with Microsoft Office suite required.
• Experience with quoting processes and tools required.

Responsibilities

• Pre-Renewal Process ownership and coordination across teams.
• Lead Implementation meetings and coordinate open enrollments.
• Manage post-renewal processes with analysts.
• Attend carrier events to stay informed on plans and changes.
• Ensure adherence to calendar processes and onboarding workflows.
• Manage CRM activities and client relationships.
• Provide guidance on Form 5500 filings and compliance.

Skills

Self-motivation

Communication skills

Leadership

Organization

Detail-oriented

Relationship management

Microsoft Office

Quoting process/tools

Database experience

Education

Bachelor’s Degree

Life and Health license

Tools

CRM systems

Quoting tools

Database applications

Job description

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: 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.

Equal Opportunity Statement

OneDigital is an equal opportunity employer.

Not only as a matter of standard, but to honor and celebrate our differences.

We believe that the power of ONE starts with you.

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.

Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”).

A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment.

For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles.

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment.

OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application.

OneDigitalunderstands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US.

Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this \"walking the talk\", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn