Does your current company inspire you to build, grow, and innovate? Is your passion for making lasting and meaningful change being realized?
The tremendous growth in our business and increasing demand for our services means we are expanding our team in exciting ways. We have the heart of a startup and the backing of an industry leader. This means a unique career opportunity for low-ego professionals looking for a people-first, culture rich work family with which to change the world.
Job Summary
EOI Service Company, a national benefits communication and enrollment firm, has a unique opportunity for a Client Support Manager. This is an exciting opportunity to thrive in a growth-oriented environment and assist with managing the Counselor production team.
Responsibilities and Duties
This individual will have a broad scope of responsibility, working closely with EOI’s Enrollment Managers. Duties will vary based on the time of year, clients currently being serviced, and needs within the organization. Below are some of the key responsibilities:
Building and managing scheduling system and performing demos for clients as needed
Assist Enrollment Managers as needed with client document set up and enrollment plans.
May support the set up of the weekly PTMs and Client calls during the 4th quarter and participate in meetings
Assist with managing the Benefit Counselor team
Work with Production Management Team to keep schedule current and full
Understand and use the scheduling tool program independently where applicable
Assist with Counselor case training with PIM when needed
Understand and assist with product presentations
Motivate and manage Counselor team
Mentor team leaders and newer Counselors
Keep counselor team focused and on script
Assist with monitoring and auditing of Counselor production and paperwork requirements
Run reporting from various systems and send to all necessary internal and external parties. This may require the aggregation of various reports, along with interpretation and summation for clients.
Managing logistics for client projects, which may include outreach to client locations, coordination with travel agent, shipping and tracking materials, juggling resources when travel issues arise, coordination of hotel, coordination of training space and materials
Assist with client calls and meetings
Participation in client-specific trainings
Support Enrollment Managers with review, update, and execution of the Plan of Enrollment (strategy document), Script building for counselors, and counselor schedule as needed. This may require ownership of these items if the Enrollment Manager is unavailable
Assist with coordination of Health Fairs/Benefit Meetings as needed
Ensure project stays on track and is ready for execution.
➢ Confirm Counselors have all necessities (travel, computer, supplies, location contacts, computer/systems logins etc.…)
➢ Confirm location contacts/departments are prepared for enrollment including updated schedule and site ready for enrollment
Qualifications and Skills
Self-motivated and able to work independently
Demonstrated aptitude in learning quickly, problem solving, communication, creativity, and teamwork
Excellent interpersonal and critical thinking skills
Professional written and verbal communication skills
Excellent skills within the Microsoft product suite, with a strong working knowledge in Excel (advanced)
Excellent time management skills, ability to multi-task and quickly change pace in a dynamic environment
Positive attitude, takes ownership and initiative to fix problems
Self-motivated with the ability to prioritize, manage multiple tasks, and deliver highquality production under tight deadlines
Strong excel and report writing skills
Ability to analyze and interpret demographic and enrollment data
Ability to convey project status and technical and complex concepts for a variety of audiences, including the ability to present ideas in user-friendly language
Strong organizational and attention to detail skills
Ability to work both individually and in a team environment
Experienced user of Microsoft suite, including Word, PowerPoint, Publisher, and Excel
Experience utilizing e-mail, web, and enrollment platforms
Requirements:
Minimum of 3 years successful enrollment experience
Business or related Associate's degree, Bachelor's preferred or 7 years’ experience
Relationship management experience
Strong leadership skills
Must be willing to travel (50% during off peak and 90% - 100% during peak season)
The typical base pay range for this role nationwide is $65,000 to $75,000 per year.
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
Thank you for your interest in joining the team!
