Client Manager - Remote

Client Manager

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

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 client-facing and internal partner documents
Client service within scope of skill set
Qualifications & Skills

Strong attention to detail
Positive, can‑do attitude
Self‑motivated, flexible, and disciplined
Ability to work independently and in team environment
Excellent verbal and written communication skills
Strong organizational skills
Ability to thrive in fast‑paced production environment
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
Insurance license required, can be obtained within 90 days of hire
Benefits

The typical base pay range for this role nationwide is $70,000 to $75,000 per year. In addition to base pay, roles may be eligible for variable compensation, commission, and/or annual bonus based on individual and company performance. We also offer health, wellbeing, retirement, and other financial benefits; paid time off; overtime pay for non‑exempt employees; and robust learning and development programs. Reimbursement of job‑related expenses is per company policy and employees may receive perks and discounts.
Equal Opportunity Employer

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of 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. We will consider qualified applications with arrest or conviction records and comply with all applicable federal, state and local laws prohibiting discrimination in employment.

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