Client Success Specialist

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: 

Position Summary

The Client Success Specialist serves as the onboarding expert for newly acquired clients, directing the end-to-end onboarding of employee benefit programs. The role partners with Client Executives to transition clients from the sales process into active onboarding and ensure benefit programs are successfully configured, launched, and prepared for ongoing service. The position works directly with clients, carriers, vendors, and internal teams to design onboarding strategies, timelines, and resolve complex challenges.

Key Duties & Responsibilities

• Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans.

• Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables.

• Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes.

• Execute the setup and onboarding of employee benefit programs with carriers and vendors.

• Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness.

• Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch.

• Manage carrier, vendor, and HRIS platform deliverables and timelines.

• Provide operational guidance to Client Executives regarding onboarding readiness and requirements.

• Serve as the primary operational contact for clients during onboarding.

• Lead the transition of onboarded clients to the Account Management and retention teams.

Decision-Making & Discretion

• Determine onboarding strategies for assigned clients.

• Manage timelines and operational priorities.

• Evaluate solutions for complex onboarding issues.

• Identify operational risks and mitigation strategies.

• Recommend improvements to onboarding processes and operational workflows.

Qualifications

• 5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles.

• Demonstrated experience leading client onboarding or implementation projects.

• Experience advising on benefits administration, eligibility rules, and platform configuration.

• Active Life & Health insurance license preferred.

• Strong analytical, communication, and client relationship management skills.

Scope of Authority

• Operates with minimal supervision while managing assigned client implementations.

• Sets priorities and manages timelines for onboarding projects.

• Makes day-to-day decisions regarding implementation approach and issue resolution.

• Escalates matters outside defined authority when necessary.

The typical base pay range for this role nationwide is $50,000 to $60,000 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!