Senior Client Manager - Remote

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

The Sr. Client Manager is responsible for retaining PEO client relationships by demonstrating responsiveness and proactivity, itemizing deliverables, addressing issues, and ensuring consultant and executive leadership is apprised of activity. The Sr. Client Manager along with the Consultant and Executive Leadership will be primarily responsible for overall service delivery.  They will organize and run client calls and audit and deliver performance reporting with additional commentary provided by the Consultant.  They will also effectively communicate PEO Velocity’s value proposition and latest industry trends to clients.

Essential Duties and Responsibilities (include but are not limited to):

Internal and External Relationships and Communications

• Cultivates and maintains strong relationships with clients and carriers
• Works closely with other client management and client-service teams on renewals, plan performance, benchmarking and underwriting

      New Client Implementations and Ongoing Changes/ Renewals

• Oversees the implementation of of new clients and carriers
  • Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
  • Provides guidance on renewal plan designs and rates.
  • Ensures finalization of decisions and receipt of documentation.
  • Gathers necessary data for RAPT implementation and works closely with RAPT team to ensure complete and any questions addressed.
  • Tests plan design and rates in the template, UAT and PROD.
  • Files all documents properly for future access.

Client Meetings

• Establishes routine cadence for client meetings, clearly defining purpose and inclusion of correct parties
• Prepares for and leads client meetings:
  • Prepares and maintains agenda, documenting discussions.
  • Communicates all relevant information discussed during meeting to internal client service team.
  • If necessary, depending on the client, pull submission/turnaround report from RAPT and reviews the outstanding submissions and won/lost business.

Performance Reporting/ Actuarial Deliverables

• Ensures we receive a monthly census for reporting and invoicing.  Escalates census issues with correct client contacts.
• Sends initial request and establishes correct contact for carrier data files. Includes correct internal parties from IT and actuarial.
• Prepares and presents reporting to the client during monthly performance call.
• Updates underwriting workflow and communicates changes to UW process to client service team.
• Ensures client deliverables are kept up to date in SmartSheet and presents SmartSheet in calls.

Carrier Reporting

• Depending on the client’s carrier, pulls any dashboard reports needed for reporting within 3 days of the dashboard updating.
• If working with a client that has FL Blue: Pulls monthly MBI reports and completes monthly financial report or peer reviews report if prepared by another team member.  Delivers to client with commentary.

Qualifications, Skills and 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

Education, Training and Experience:

• 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)

The typical base pay range for this role nationwide is $65,000 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.

Thank you for your interest in joining the OneDigital team!