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OneDigital logo
OneDigital

Fierce Advocates of Health, Success and Financial Security

Client Success Specialist

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 1,001-5,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

87 days ago

Salary

$50K - $65K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Client Success Specialist

OneDigital

• 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 • Provide operational guidance to Client Executives regarding onboarding readiness and requirements • Serve as the primary operational contact for clients during onboarding • Lead the transition of onboarded clients to the Account Management and retention teams

Job 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, communication, and client relationship management skills

Benefits

  • health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
  • variable compensation
  • commission
  • annual bonus based on performance
  • 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

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