Employee Benefits Account Manager - Hybrid (Phoenix, AZ)

OneDigital • Phoenix, AZ

21d • Hybrid

About The Position

The Account Manager manages the day-to-day service and assigned book of business, serving as the clients’ main point of contact for benefit-related needs. Working collaboratively with the internal service team and Benefits Consultants and/or Client Executives, the Account Manager ensures that service deliverables meet or exceed client expectations. The role provides strategic advice, manages client issues and renewals, and supports clients in evaluating competitive benefit options and reducing costs. It also involves maintaining client relationships through proactive communication, educating clients on industry developments, and contributing to account growth through cross-selling opportunities.

Requirements

• At least 3 years of experience in account management or a consultative role.
• Prior experience in 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 analysis 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 5500 form filings, as applicable.
• Support growth of the book of business through cross-sale opportunities when available.
• Build client relationships through proactive communications.
• Communicate and educate clients on industry trends, concerns, and changes.
• Effectively manage complex accounts and high-level service deliverables.
• 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 per company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

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