Account Manager - Hybrid (Tampa or Orlando, FL)

OneDigital • Tampa, FL

8d • Hybrid

About The Position

The Account Manager is responsible for day-to-day management of an assigned book of business and serves as clients’ day-to-day contact for benefit-related service needs. The role works collaboratively with the internal service team and Benefits Consultants and/or Client Executives to ensure service deliverables meet or exceed client expectations. The position is hybrid and based in Tampa or Orlando, Florida.

Requirements

• Self-motivated and disciplined.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Very detail-oriented.
• Demonstrated leadership capabilities.
• Ability to work with clients at a strategic level.
• Ability to thrive in a fast-paced environment.
• Prior experience in a broker agency, carrier, or benefits administration firm.
• Thorough knowledge of health and ancillary products.
• Working knowledge of Microsoft Office products.

Nice To Haves

• Two or more years of experience in account management or a consultative role.
• Current Life and Health license.
• Familiarity with and practical knowledge of quoting processes and tools.
• Bachelor’s degree.

Responsibilities

• Manage and maintain an assigned book of business.
• Provide support and service to clients.
• Work with Benefits Consultants to manage the renewal process.
• Manage day-to-day client issues.
• Conduct enrollment meetings as needed.
• Develop employee communications for client distribution.
• Assist the technology team with developing and testing benefits administration requirements.
• Assist clients with Form 5500 filings, as applicable.
• Manage complex accounts and high-level service deliverables effectively and efficiently.
• Review and/or produce marketing and financial renewal exhibits.
• Delegate work assignments to internal service team members.
• Conduct regular face-to-face meetings with clients.
• Build client relationships through proactive communications.
• Help grow the book of business through cross-sale opportunities when available.

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 according to company policy.
• Employee perks and discounts may be available.
• Some roles are eligible for variable compensation, commission, and/or an annual bonus.

What This Job Offers

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