Client Manager

🕒 March 24

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Logo of OneDigital

OneDigital

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Partner with the PEO Consultants to provide excellence in managing client implementation, renewal, reporting, technical tools, and overall service. • Work with Consultant to Manage the Client Relationship • Manage Client Reporting & Deliverables • Establish & Manage Client Communications; including calls, call notes, and take-away items • Manage New Client/Renewal Implementation Process & Timelines (includes Tech Tools) • Ensure accuracy of both client facing and internal partner documents • Client Service within scope of skill set

🎯 Requirements

• Strong attention to detail • Positive, can-do attitude • Self-motivated, flexible, and disciplined • Ability to work independently as well as in team environment • Excellent verbal and written communication skills • Strong organizational skills • Ability to thrive in fast-paced production environment • Previous applicable work experience, required • Proficient with Microsoft Office products (especially Excel), required • Familiarity with insurance carrier websites, preferred • Bachelor’s degree or equivalent combination of education & experience, preferred • Familiarity with database applications, a plus • Insurance license required, can be obtained within 90 days of hire

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts

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