Account Manager - Remote

OneDigital
$50,000 - $60,000Remote

About The Position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: The 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.

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 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

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 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

Benefits

  • 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.
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