Client Service Manager - Hybrid (Berwyn, PA)

Digital Insurance•KTB Berwyn, PA

4d•Hybrid

About The Position

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.

Requirements

Must be self-motivated and disciplined
Ability to thrive in fast-paced environment
Possess excellent written and verbal communication, interpersonal, and negotiation skills
Possess strong organizational skills
Must be detail-oriented
Demonstrate leadership capabilities
Ability to work with clients at a strategic level
Thorough knowledge of health and ancillary products
Prior experience in broker agency or benefit administration firm
2+ years’ experience in account management or in an account management support role
Bachelor’s Degree, preferred
2+ years’ experience in account management or in an account management support role, required
Current Life and Health license, required
Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
Intermediate knowledge of all Microsoft Office products; required
Experience with quoting process and tools, required

Responsibilities

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.
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.
Ensures close adherence to the Post Renewal Process Logic Flow with the Client Analyst and/or Client Experience Specialist.
Attends carrier events to remain up to date and knowledgeable of carrier plans and changes.
Ensures close adherence to the Annual Calendar Process Logic Flow across the other Client Experience Team members.
Ensures close adherence to the New Client Experience/Onboarding Process Logic Flow across the other Client Experience & Sales Team members.
Ensures close adherence to the CRM Management Process Logic Flow across the other Client Experience Team members.
Builds/maintains positive client dependent relationships with clients using proven Relationship Management skills.
Provides direction to the Account Team to assist clients with 5500 form filings and overall compliance requirements.