Client Success Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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OneDigital

WebsiteLinkedInAll Job Openings

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

• Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans • Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables • Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes • Execute the setup and onboarding of employee benefit programs with carriers and vendors • Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness • Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch • Manage carrier, vendor, and HRIS platform deliverables and timelines

🎯 Requirements

• 5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles • Demonstrated experience leading client onboarding or implementation projects • Experience advising on benefits administration, eligibility rules, and platform configuration • Active Life & Health insurance license preferred • Strong analytical and client relationship management skills

🏖️ Benefits

• Health, pharmacy, long and short-term disability, vision, dental and other insurance solutions • 401(k) matching • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses