OneDigital
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.
Employee Benefits • Health and Ancillary Benefits • Acquisitions • Dental / Vision • Consulting
Senior Client Manager
April 9
🇺🇸 United States – Remote
💵 $65k - $75k / year
⏰ Full Time
🟠 Senior
🤝 Client Partner
🦅 H1B Visa Sponsor
OneDigital
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.
Employee Benefits • Health and Ancillary Benefits • Acquisitions • Dental / Vision • Consulting
📋 Description
• The Sr. Client Manager is responsible for retaining PEO client relationships by demonstrating responsiveness and proactivity • They will organize and run client calls and audit and deliver performance reporting • Establishes routine cadence for client meetings, clearly defining purpose and inclusion of correct parties • Prepares and presents reporting to the client during monthly performance call.
🎯 Requirements
• Ability to influence and effectively interact with members of client leadership teams • Strong attention to detail • Self-motivated and disciplined • Possessing excellent written and verbal communication skills • Highly organized • Ability to manage one's workload • Ability to thrive in fast-paced environment • Client management/benefits consulting experience required • PEO Industry experience preferred • Bachelor’s Degree, preferred • Must have a practical knowledge of quoting process and tools • Must be proficient in Microsoft Excel and familiar with database applications • 2-15 life and health insurance license, required (can be obtained after hiring)
🏖️ Benefits
• health • wellbeing • retirement • 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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