Account Manager - Hybrid (Seattle or Tacoma)

Onedigital • Seattle, WA

396d • $70,000 - $80,000

About The Position

The Account Manager at OneDigital is responsible for the day-to-day management of an assigned book of business, serving as the main point of contact for clients regarding benefit-related service needs. This role involves collaborating with internal teams to ensure service deliverables meet client expectations, conducting needs analysis, and advising clients on competitive benefits options. The Account Manager plays a crucial role in building client relationships and managing complex accounts while contributing to business growth through cross-sale opportunities.

Requirements

• 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, required.
• Working knowledge of all Microsoft Office products, required.
• Demonstrate leadership capabilities.
• Ability to work with clients at a strategic level.
• Ability to thrive in a fast-paced environment.

Nice To Haves

• Familiarity and practical knowledge of quoting process and tools, preferred.
• Bachelor's Degree, preferred.
• Experience with database applications, a plus.

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 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.
• Champions convergence initiatives among various verticals within OneDigital.

Benefits

• Health insurance coverage.
• Wellbeing benefits.
• Retirement benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree