CapEd Account Manager - Hybrid (Canton or Danvers, MA)
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: Summary: The CapED Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.
Requirements
- Proficiency in Excel and financial exhibits required
- Self-funding knowledge
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills and manage multiple priorities
- Must be very detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
- Ability to travel throughout New England
- 3+ years’ experience in account management or in a consultative role, required
- Prior 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 database applications, a plus.
Responsibilities
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients
- Delegates work assignments to internal service team members
- Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
- Manages day-to-day client issues
- Conducts need analysis and strategy calls
- Conducts Open Enrollment meetings
- Conduct regular face-to-face meetings with clients
- Advises clients in reducing costs while offering competitive benefits options
- Assists clients with 5500 form filings, as applicable
- Assists in growing the book of business through cross-sale opportunities when available
- Build relationships with clients through proactive communication
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
- Assists onboarding new CapEd clients
- Provides direct support in planning CapEd Annual meeting
- Support, lead, and collaborate with CapEd team on new initiatives and risk management strategies
Benefits
- eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs
- You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
