Associate Account Manager (Hybrid-Houston, TX)

OneDigital

111d

About The Position

The Associate Account Manager (AAM) supports the Senior Benefits Consultant and Account Manager with the day to day management of their assigned book of business and works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. The AAM serves as the clients' secondary point of contact for any benefit-related service needs and is also responsible for supporting client compliance requirements, accuracy of client benefit contracts, and accuracy of client deliverables.

Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment
• 2+ years’ experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products, required
• Working knowledge of all Microsoft Office products, required

Nice To Haves

• Familiarity and practical knowledge of quoting process and tools, preferred
• Bachelor’s Degree, preferred
• Experience with benefit administration systems, preferred

Responsibilities

• Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
• Serves in an advisory capacity for clients on day to day issues
• Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns
• Works closely with Senior Benefits Consultant to support the renewal process
• Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
• Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per the company policy
• Employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees