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

5+ years of experience in employee benefits brokerage, benefits administration, or implementation roles
Demonstrated experience leading client onboarding or implementation projects
Experience advising on benefits administration, eligibility rules, and platform configuration
Active Life & Health insurance license preferred
Strong analytical, communication, and client relationship management skills

health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
variable compensation
commission
annual bonus based on performance
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses

Client Success Specialist

Key skills