Note: The job is a remote job and is open to candidates in USA. OneDigital is on a mission to help people do their best work and live their best lives. The Account Manager is responsible for the day-to-day management of their assigned book of business, serving as the main point of contact for clients and ensuring service deliverables meet and exceed expectations.

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Conducts marketing analysis to determine competitive benefits options
• Joins virtual meetings or call with consultant and/or clients as needed
• Assists consultant with audit requests and 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available and through marketing process
• Helps builds relationships with clients through effective communications
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Acts as a liaison between consultant and internal shared service teams and clients

Skills

• Must be eligible to work in the United States without the need for work visa or residency sponsorship
• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Ability to work with consultants at a strategic level and help anticipate next steps
• Ability to thrive in fast-paced environment
• 3+ years' experience in account management or in a consultative employee benefits role, required
• Prior experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of group health and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor's Degree, preferred
• Experience with database applications, a plus

Benefits

• Variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance
• Eligible employees 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 per the company policy
• Employee perks and discounts

Company Overview