Employee Benefits Account Manager

OneDigital • Remote-California, CA

12d • $70,000 - $85,000

About The Position

OneDigital’s Employee Benefits Account Manager manages an assigned book of business and serves as clients’ primary contact for benefit-related service needs. The role works collaboratively with internal service team members, Benefits Consultants, and/or Client Executives to meet and exceed client expectations. The Account Manager advises clients, oversees day-to-day service and renewal activities, and helps clients evaluate competitive benefits options and reduce costs. The role also supports client education, relationship development, and growth of the book of business through cross-selling opportunities.

Requirements

• At least 3 years of experience in account management or a consultative role.
• Prior experience at a broker agency or benefits administration firm.
• Current Life and Health license.
• Thorough knowledge of health and ancillary products.
• Working knowledge of Microsoft Office products.
• 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.

Nice To Haves

• Familiarity with 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.
• 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 analyses 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 Form 5500 filings, as applicable.
• Help grow the book of business through cross-selling 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

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• 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.

What This Job Offers

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