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 o