Employee Benefits Senior 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.
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
- 5+ 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
Senior
