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 bridge the gap between the client and RiskSOURCE®/OneDigital to ensure each touchpoint across the client journey is engaging, efficient, and effective.
The CEM provides a superior level of client service to multiple accounts through daily interaction by responding to client needs and inquiries. Serving as the conduit between the client, the Risk Advisor (RA), Client Relations Manager (CRM), insurance carrier(s) and/or customer care centers, the CEM is responsible for the advice and account maintenance by any of the above-mentioned parties.
With existing clients, the CEM fosters both deep and broad relationships within the client’s organization, with the goal of retaining and rounding client accounts by leveraging knowledge of consultative, value-based strategies and delivering client service standards supporting the corporate mission of RiskSOURCE®/OneDigital. Client retention and satisfaction are achieved by working with support teams, assisting sales, and acting in accordance with the company’s vision and values.
Essential Duties and Responsibilities:
Complete work during core hours of 8:30 a.m. – 5:00 p.m. – Monday-Friday.
Collaborate with internal partners to provide client service and operations to maintain a flow of communication and to be a positive contributor in a team environment.
Build and cultivate relationships within the client’s organization by going beyond insurance.
Recognizing and responding to the client’s needs according to agency’s best practices.
Utilize strong time management and organizational skills.
Energetic self-starter that is flexible, consultative and results oriented.
Qualifications, Skills and Requirements:
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.
Aptitude for necessary computer programs.
Success in this role will be measured through KPI’s and outlined and reviewed periodically throughout the year:
Incoming service requests (Phone/Email/Mail)
Claim service
Certificates of Insurance and contract reviews for existing clients
Client experience delivery (education and tools)
Work with CRM on client management and projects as needed
Education and Experience:
Prefer four-year college degree or 2-3 years’ experience in commercial insurance.
Prefer active P&C insurance license (or will need to immediately obtain).
Demonstrated and proven ability in account management and client service.
Physical Requirements:
The CEM can work primarily in an office environment, hybrid, or full time remote, and travel is 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.
Needs to occasionally move about inside the office to access resources.
Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.)
Work takes place in a well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation
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!
OneDigital Health Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OneDigital Health and has not been reviewed or approved by OneDigital Health.
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Healthcare Strength — Healthcare options are described as broad and well-regarded, including medical, dental, vision, telehealth, mental-health resources, and related programs. This breadth is consistently positioned as a relative strength of the total package.
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Leave & Time Off Breadth — Time-off offerings include PTO, paid holidays, “Summer Hours,” and a community Day of Service. Flexible time-off approaches are highlighted positively across roles and locations.
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Wellbeing & Lifestyle Benefits — Wellbeing programs such as gym discounts, diabetes management, caregiving support, and reproductive health assistance add meaningful breadth. These lifestyle-oriented perks enhance the perceived value of the package beyond core insurance.
OneDigital Health Insights
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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.
