Account Manager - Remote (Pennsylvania)

OneDigital•Remote-Pennsylvania, PA

1d•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. Our Newest Opportunity: The Account Manager is responsible for day to day management of their assigned book of business, serving our broker partners’ sales and service needs within our General Agency. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives and other internal partners to ensure marketing, implementation and service deliverables for our ancillary lines of coverage meet and exceed client expectations. The AM serves as the clients’ main point of contact for benefit marketings, RFP status, implementations and escalated service issues.

Requirements

Must be self-motivated and disciplined, with a strong sense of ownership
Possess excellent written and verbal communication skills
Possess strong organizational skills, including the ability to exercise independent judgement and thinking to scenarios
Must be very detail-oriented
Demonstrate leadership capabilities and collaborative mindset
Ability to work with clients at a strategic level
Ability to thrive in fast-paced environment and balance competing priorities
3+ years’ experience in account management or in a consultative role, required
Working knowledge of all Microsoft Office products; required

Nice To Haves

Familiarity and practical knowledge of quoting process and tools; preferred
Experience with database applications, a plus.

Responsibilities

Manages and maintains assigned book of business, including but not limited to RFP activity, client implementations and escalated service topics.
Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities.
Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes.
Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients
Manages the sold case process for all assigned accounts.
Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps.
Builds relationships with brokers through proactive communications.
Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry.
Advises clients in reducing costs while offering competitive benefits options
Assists in growing the book of business through cross-sale opportunities when available
Effectively and efficiently manages complex accounts and high-level service deliverables
Provides leadership within the extended service team and has a strong sense of ownership