Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.
If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.
Our Newest Opportunity:
Summary:
The Sr. Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit-related service needs.
Essential Duties and Responsibilities (include but are not limited to):
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 needs analysis and strategy calls.
Conducts enrollment meetings as needed.
Conducts regular face-to-face meetings with clients.
Advises clients in reducing costs while offering competitive benefits options.
Assists clients with 5500 form filings, as applicable.
Assists in growing the book of business through cross-sale opportunities when available.
Builds relationships with clients through proactive communications.
Communicates and educates clients on latest trends, concerns and changes in the industry.
Effectively and efficiently manages complex accounts and high-level service deliverables.
Provides leadership within the extended service team.
Champion convergence initiatives among various verticals within OneDigital, nurturing relationships and innovating ideas that foster business development opportunities and enhance client retention.
Qualifications, Skills and Requirements:
Must be self-motivated and disciplined
Possess excellent written and verbal communication skills
Possess strong organizational skills
Must be very detail-oriented
Demonstrate leadership capabilities
Ability to work with clients at a strategic level - Ability to thrive in fast-paced environment
Education, Training and Experience:
5+ years’ experience in account management or in a consultative role, required
Prior experience in broker agency or benefit administration firm, required
Current Life and Health license, required
Thorough knowledge of health and ancillary products, including self-funded health plans; 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.
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
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and…