Employee Benefits Account Manager - Hybrid (Phoenix, AZ)
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. The 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
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
- 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
- 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 medical funding and risk strategies, required
- Working knowledge of benefits compliance, required
- Ability to confidently present client experience data and recommended strategies, required
- Working knowledge of all Microsoft Office products, required
- Familiarity and practical knowledge of quoting process and tools, required
Nice To Haves
- Bachelor’s Degree, preferred
Responsibilities
- Manage, maintain and ensure overall retention of assigned book of business
- Provide stewardship of all client deliverables and strategy execution
- Advise clients in reducing costs while offering competitive benefit options
- Build relationships with clients through proactive communication
- Collaborate with internal service and strategic team members as needed
- Work closely with Producer and Market Analyst to manage the entire renewal and marketing process
- Effectively and efficiently manage complex accounts and high-level service deliverables
- Conduct regular face-to-face meetings with clients including needs analysis and strategy discussions
- Conduct enrollment meetings as needed
- Assist clients with compliance tasks, as applicable
- Manage day-to-day client issues, escalate with carrier/vendors as necessary
- Assist in growing the book of business through cross-sale opportunities when available
- Communicate and educate clients on latest trends, concerns and changes in the industry
- Provide leadership within the extended service team
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
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
