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OneDigitalON

Client Manager - Remote

OneDigital is a leading insurance brokerage and consulting firm that delivers comprehensive benefits, financial services, and HR solutions, empowering businesses and individuals to succeed.

OneDigital

Employee count: 1001-5000

Salary: 70k-75k USD

United States only

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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:

Summary:

The Client Manager partners with the PEO Consultants to provide excellence in managing client implementation, renewal, reporting, technical tools, and overall service.

Essential Duties and Responsibilities (included but not limited to):

  • Work with Consultant to Manage the Client Relationship
  • Manage Client Reporting & Deliverables
  • Establish & Manage Client Communications; including calls, call notes, and take-away items
  • Manage New Client/Renewal Implementation Process & Timelines (includes Tech Tools)
  • Ensure accuracy of both client facing and internal partner documents
  • Client Service within scope of skill set

Qualifications, Skills, and Requirements:

  • Strong attention to detail

  • Positive, can-do attitude
  • Self-motivated, flexible, and disciplined
  • Ability to work independently as well as in team environment
  • Excellent verbal and written communication skills
  • Strong organizational skills
  • Ability to thrive in fast-paced production environment

Education, training, and Experience:

  • Previous applicable work experience, required
  • Proficient with Microsoft Office products (especially Excel), required
  • Familiarity with insurance carrier websites, preferred
  • Bachelor’s degree or equivalent combination of education & experience, preferred
  • Familiarity with database applications, a plus

Additional Notes

Insurance license required, can be obtained within 90 days of hire

The typical base pay range for this role nationwide is $70,000 to $75,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!

About the job

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Job type

Full Time

Experience level

Mid-level

Salary

Salary: 70k-75k USD

Education

Professional certificate

Location requirements

Hiring timezones

United States +/- 0 hours

About OneDigital

Learn more about OneDigital and their company culture.

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At the heart of what we do at OneDigital is a culture of empowerment and advocacy. Since our founding in 2000, we have devoted ourselves to guiding businesses and individuals toward their goals of health, success, and financial security.

With a robust platform that integrates insurance, financial services, and HR consulting, we offer personalized, tech-enabled solutions that cater to contemporary work-life experiences. Our dedicated team serves over 100,000 employers and millions of individuals, ensuring they have the tools and support necessary to thrive. Recognized nationally for our caring culture, we strive to create an inclusive environment where everyone is encouraged to bring their best selves to work.

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OneDigital

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