Account Manager - Hybrid (Bethesda, MD)

OneDigital • Bethesda, MD

4d • Hybrid

About The Position

The Account Manager is responsible for the day-to-day management of 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 also provides client advice, manages renewal processes and client issues, and supports account growth through cross-sale opportunities.

Requirements

• Be self-motivated and disciplined.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Be very detail-oriented.
• Demonstrate leadership capabilities.
• Ability to work with clients at a strategic level.
• Ability to thrive in a fast-paced environment.
• At least 3 years of experience in account management or a consultative role.
• Prior experience in a broker agency or benefit administration firm.
• Current Life and Health license.
• Thorough knowledge of health and ancillary products.
• 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 and 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.
• Support book-of-business growth through cross-sale opportunities when available.
• Build client relationships through proactive communications.
• Communicate and educate clients about 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.
• Some roles are eligible for variable compensation, commission, and/or an 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