Client Success Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the client specialist for designated clients, creating and overseeing onboarding strategies, timelines, and risk mitigation plans.

• Take full ownership of the comprehensive onboarding plan, including scope, timeline, dependencies, and deliverables.

• Facilitate client success meetings by setting agendas, driving decision-making, and ensuring accountability for results.

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

• Guarantee the accurate completion of carrier submissions, plan setup, and readiness for enrollment.

• Establish onboarding controls to maintain data integrity, compliance, and operational readiness before client launch.

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

⛳️ Requirements

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

• Proven experience in leading client onboarding or implementation projects.

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

• Active Life & Health insurance license is preferred.

• Excellent analytical skills and client relationship management abilities.

🏝️ Benefits

• Comprehensive health, pharmacy, long and short-term disability, vision, dental, and other insurance solutions.

• 401(k) matching program.

• Paid time off.

• Overtime compensation for non-exempt employees.

• Extensive learning and development programs.

• Reimbursement for job-related expenses.