Account Manager - Hybrid (Bethesda, MD)

OneDigital • Bethesda, MD

1d • $45,000 - $70,000 • Hybrid

About The Position

The Account Manager manages an assigned book of business and serves as clients’ main point of contact for benefit-related service needs. Working collaboratively with the internal service team, Benefits Consultants, and/or Client Executives, the Account Manager ensures service deliverables meet or exceed client expectations. The role provides client guidance, manages complex accounts and high-level service deliverables, and offers leadership within the extended service team.

Requirements

• Be self-motivated and disciplined.
• Have excellent written and verbal communication skills.
• Have strong organizational skills.
• Be very detail-oriented.
• Demonstrate leadership capabilities.
• Be able to work with clients at a strategic level.
• Be able to thrive in a fast-paced environment.
• Have at least 3 years of experience in account management or a consultative role.
• Have prior experience in a broker agency or benefit administration firm.
• Hold a current Life and Health license.
• Have thorough knowledge of health and ancillary products.
• Have working knowledge of Microsoft Office products.

Nice To Haves

• Familiarity and practical knowledge of the quoting process and tools.
• Bachelor’s degree.
• Experience with database applications.

Responsibilities

• Manage and maintain an assigned book of business.
• Serve in an advisory capacity for clients.
• Delegate work assignments to internal service team members.
• Work with Benefits Consultants and/or Client Executives to manage the entire renewal process.
• Manage day-to-day client issues.
• Conduct needs analysis and strategy calls.
• Conduct enrollment meetings as needed.
• Conduct regular face-to-face meetings with clients.
• Advise clients on reducing costs while offering competitive benefits options.
• Assist clients with 5500 form filings, as applicable.
• Assist in growing the book of business through cross-sale opportunities when available.
• Build client relationships through proactive communications.
• Communicate and educate clients on industry trends, concerns, and changes.
• Manage complex accounts and high-level service deliverables effectively and efficiently.
• Provide leadership within the extended service team.

Benefits

• Eligible employees are offered health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts may be available.
• Some roles are eligible for variable compensation, commission, and/or annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed