Client Success Specialist
OneDigital
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $50,000 - $65,000 per year
About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
onboarding strategiesrisk mitigation plansemployee benefit programscarrier submissionsplan setupenrollment readinessdata integritycomplianceoperational readinessplatform configuration
Soft Skills
client relationship managementanalytical skillscommunication skillsleadershipdecision makingaccountabilityoperational guidance
Certifications
Life & Health insurance license