Onedigital
posted 2 months ago
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. The primary responsibility of this position is to establish, maintain, and enhance the relationship between RiskSOURCE/OneDigital and its commercial clients, serving as a liaison between many different members of the client team and the RiskSOURCE/OneDigital team to organize and execute plans that are mutually beneficial. The Client Relations Manager (CRM) partners with the Client Experience Manager (CEM) and Risk Advisor (RA) to ensure all service milestones and expectations are being met. Client retention and satisfaction are achieved by leading the onboarding, stewardship, and renewal processes. CRMs also manage audits and account rounding activities while always acting in accordance with the company's vision and values. In some instances, the Client Relations Manager may be assigned secondary tasks such as account management. CRMs hold a primary role in establishing a strong sales relationship with clients, insurance companies, and brokers. For this reason, the CRM must have exemplary personal skills and a personable demeanor, as well as a deep understanding of mutual goals and individual issues; they must also take a proactive approach to problem solving. Time management skills are also necessary to organize what will likely be an inconsistent and fluid schedule.