Job details

Client Success Associate - 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:

Summary:

A Client Success Associate (CSA) will be expected to configure and oversee a cloud-based benefits administration tool. This role is required to develop relationships, influence strategic direction and maximize client value.

Essential Duties and Responsibilities:

Maintain documentation on workflows, procedures, and protocols;
Synthesize product feedback to platform product team;
Harvest web-based data;
Prepare data for loading by entering submitted data into standardized format;
Configure open enrollment lifecycle to ensure it meets the customer’s workflow needs
User interface testing and data validation;
Maintain a deep understanding of the product and be an effective stakeholder, helping customers maximize the use of platform
Serve as the single point of contact for customers post-implementation including expansion and issue escalation.
Meet or exceed department goals as defined;
Complete other duties and projects as assigned.

Qualifications, Skills and Requirements:

Driven, self-motivated, enthusiastic and with a “can do” attitude;
Must be self-motivated and disciplined;
Ability to remain calm and clear-minded in a role that directly impacts both revenue and client satisfaction;
Excellent communication and interpersonal skills;
Ability to manage multiple assignments at one time;
A high level of accuracy and attention to detail is required.

Education, Training and Experience:

Current life and health insurance license, preferred;
Minimum 2 years’ work experience in a broker agency, benefit administration firm, carrier or TPA, preferred.

Thank you for your interest in joining the OneDigital team!