Client Service Manager - Hybrid (Berwyn, PA)

About the role

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.

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