Account Manager - Remote (Texas)

OneDigital•Remote-Texas, TX

1d•$60,000 - $90,000•Remote

About The Position

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. The Account Manager (AM) is aligned a book of business and works alongside the Benefits Consultant (who has direct ownership of the client book) serving as the Operation Liaison between consultants, clients and OneDigital’s operational (shared services) teams. They are responsible for managing workflow routines associated with model service delivery and associated operational items that support client retention efforts and directs administrative requests through proper channels for execution and delivery associated with renewal management, new product implementation, escalated issue resolution, client record data integrity, benchmarking requests, carrier engagement, etc.

Requirements

Effective relationship builder
Positive attitude
Ability to be flexible and adapt easily to change and a fast-paced environment
Self-motivated qualities, personal empowerment, able to take initiative without being asked
Possess excellent written and verbal communication skills
Possess strong organizational skills
Detail-oriented
Demonstrate leadership capabilities, such as decision making, problem solving and accountability
2+ years’ applicable job experience
Proficient with Microsoft Office products
Working knowledge of all Microsoft Office products (most important, Excel and PowerPoint)
Prior experience in broker agency or benefit administration firm
Familiarity with employee benefits and group insurance products
Excellent Customer Service skills
Current Life and Health license

Nice To Haves

Bachelor’s Degree, preferred
Familiarity with database applications, a plus

Responsibilities

Works closely with Benefits Consultants to service assigned book of business
Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business
Manages day-to-day tasks related to the development and deployment of client employee benefit packages
Completes and/or coordinates quotes and proposals for all new and renewal business
Assists with renewals and new business applications
Assists with communications, follow-up and distribution of applications to carriers
Monitor and maintains the Mail Folder
Collects missing information from groups and sends approval letters to clients
Updates census, policy information and commissions for all accounts and policies in Microsoft CRM
Attaches applications to appropriate client file in Microsoft CRM
Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
Support client relationships through the development of proactive communications
Comfortable conducting client education and service transactions via email and telephone
Assists clients with 5500 form filings, as applicable
May be required to travel for training or conference, which may require overnight stay.