Client Relations Manager at OneDigital responsible for engaging client journeys and improving customer experience. Collaborating with teams to drive client success and retention strategies.
Responsibilities
A Client Relations Manager is responsible ensuring that each touchpoint across the client journey is engaging, efficient, and effective
By understanding client needs, ensure the entire transition process is smooth
Set and meet clear expectations with clients
Engage with teams and solutions to support customer success outcomes around reducing churn, improve customer experience
Collaborate with sales team to maximize ability to proactively support customer needs
Routinely monitor calls, complete call reviews and coaching to improve consultative approach for customer success
Connect to customers for feedback, explore pain points, and provide guidance to maximize value
Develop insights from customer data to drive content and training material
Requirements
5 years strategic client consulting and management experience in broker agency or benefit administration
2 years of employment with Digital Insurance or DBA
Current life and health insurance license
Participant of OneDigital’s Leadership training program, preferred
Bachelor’s Degree, preferred
2+ Years of Sales or Management Consulting Experience, Client Engagement Management, or Customer Success Management
Benefits
health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per the company policy
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