Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.
If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Our Newest Opportunity:
The primary responsibility of the Client Experience Manager (CEM) position is to provide a superior level of service to clients through daily interaction by responding to needs and inquiries. The CEM helps to bridge the gap between the client, OneDigital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective. OneDigital operates on a “People First” mentality. All CEM responsibilities will align with OneDigital’s vision, mission, and values.
Expectations:
- Builds personalized client relationships and responds to client service requests.
- Consults with clients to answer questions about insurance products services.
- Processes transactions (ex. policy changes, claims, and cancellations) and documents work in detail (with accuracy, efficiently, and a high degree of professionalism) both in client communications and in the agency management system (Applied Epic).
- Collaborate with internal team to maintain a flow of good communication.
- Strive for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participate in ongoing training and professional development to enhance skills and knowledge; provide feedback to the agency on client needs and potential areas for service improvement.
- Effective and professional communication in both written and verbal methods.
- Be a positive contributor in a team environment.
- Utilize strong time management and organizational skills.
- Energetic self-starter that is flexible, consultative and goal oriented.
Qualifications & Work Experience:
- Prefer 4 year college degree or 2+ years’ experience in insurance or similar industry.
- Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment.
- Demonstrated and proven ability in account management and client service.
Work Skills:
- Demonstrates client service excellence, business acumen, and understand value-based selling.
- Ability to manage multiple tasks simultaneously and work effectively under tight deadlines.
- Written communication skills – must be concise, organized, and clear.
- Analytical and computing skills – must be accurate and astute.
- Verbal Communication skills – convey ideas persuasively; either speaking spontaneously or in a prepared presentation.
- Readily adjusts to rapid changes in technology, products, and the marketplace.
Physical Requirements:
- The CEM can work primarily in an office environment (in-office or remote) and travel may be required for in-person meetings when needed. This role is either seated or standing position for most of their workday at a desk or table. This is a sedentary role.
- Constantly operating a computer and other office equipment (copy machine, label machine, etc).
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!
Top Skills
What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
