Account Manager - Hybrid (West Chester, OH)

One Digital • West Chester, OH

82d • Hybrid

About The Position

The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with Benefits Consultants, Sr. Account Manager, 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.

Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Ability to thrive in fast-paced environment
• 1+ years' experience in account management preferred
• Prior experience in broker agency or benefit administration firm preferred
• Current Life and Health license required
• Thorough knowledge of health and ancillary products preferred
• Good understanding of health and welfare regulations applicable to assigned book of business preferred
• Familiarity and practical knowledge of quoting process and tools preferred
• Working knowledge of all Microsoft Office products required

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Manages day to day client issues
• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Works closely with Benefits Consultants, Senior Account Managers, and/or Client Executives to manage the entire renewal process
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Updates census, policy information and commissions for all accounts and policies
• Assists with renewals and new business applications
• Conducts enrollment meetings as needed
• 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
• Maintain a high level of professionalism and sense of urgency to ensure the clients expectations are consistently met

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees