Client Service Manager - Hybrid (Berwyn, PA)
About The Position
The Client Manager is responsible for the day-to-day management and retention of assigned client accounts and supports Senior Account Managers and Senior Benefit Consultants with client renewals and implementations. Working closely with the Account Team, Benefits Consultants, and/or Client Executives, the Client Manager helps ensure service deliverables meet or exceed client expectations. The role serves as the main point of contact for benefit-related service needs across an assigned book of business, provides an optimal client experience, communicates OneDigital’s value proposition, and shares current industry trends. The position owns and coordinates key client processes, including pre-renewal, implementation, post-renewal, annual calendar, new-client onboarding, CRM management, and compliance support. It also involves client relationship management, coordinating open enrollment meetings and regular face-to-face client meetings, and attending carrier events to stay informed about carrier plans and changes. The role is hybrid in Berwyn, Pennsylvania.
Requirements
- At least 2 years of experience in account management or an account management support role.
- Current Life and Health license.
- Complete 24 hours of continuing professional education credits every 2 years to maintain the license.
- Intermediate knowledge of Microsoft Office products.
- Experience with quoting processes and tools.
- Experience with database applications.
- Prior experience in a broker agency or benefits administration firm.
- Thorough knowledge of health and ancillary products.
- Self-motivated and disciplined.
- Ability to thrive in a fast-paced environment.
- Excellent written and verbal communication, interpersonal, and negotiation skills.
- Strong organizational skills and attention to detail.
- Demonstrated leadership capabilities.
- Ability to work with clients at a strategic level.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Own the pre-renewal process in close coordination with Benefits Consultants and/or Client Executives, and support adherence to the process across the Client Experience Team.
- Coordinate and conduct open enrollment meetings based on client needs and complexity, involve other Client Experience Team members as needed, and coordinate regular face-to-face client meetings.
- Support adherence to the implementation process across Client Experience Team members.
- Ensure adherence to the post-renewal process with the Client Analyst and/or Client Experience Specialist.
- Attend carrier events to remain current and knowledgeable about carrier plans and changes.
- Ensure adherence to the annual calendar process across other Client Experience Team members.
- Ensure adherence to the new-client experience and onboarding process across Client Experience and Sales Team members.
- Ensure adherence to the CRM management process across other Client Experience Team members.
- Build and maintain positive client relationships using relationship management skills.
- Provide direction to the Account Team to assist clients with Form 5500 filings and overall compliance requirements.
- Manage and retain assigned client accounts and support client renewals and implementations.
- Serve as the main point of contact for benefit-related service needs and help ensure an optimal client experience.
- Communicate OneDigital’s value proposition and relevant industry trends.
Benefits
- Health, wellbeing, retirement, and other financial benefits for eligible employees.
- Paid time off.
- Overtime pay for non-exempt employees.
- Learning and development programs.
- Reimbursement of job-related expenses according to company policy.
- Employee perks and discounts may be available.
- Some roles may be eligible for variable compensation, commission, and/or annual bonus based on individual and/or company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
