Senior Account Manager - Hybrid (Cleveland, OH)

OneDigital • Cleveland, OH

4d • Hybrid

About The Position

The Senior Account Manager is responsible for day-to-day management of an assigned book of business and serves as clients’ main point of contact for benefit-related service needs. The role works collaboratively with internal service team members, Benefits Consultants, and/or Client Executives to ensure that service deliverables meet or exceed client expectations.

The Senior Account Manager advises clients, manages complex accounts and high-level service deliverables, supports the renewal process, and provides leadership within the extended service team. The role also champions collaboration across OneDigital’s business verticals to develop business opportunities and strengthen client retention.

Requirements

• At least 5 years of experience in account management or a consultative role.
• Prior experience in a broker agency or benefit administration firm.
• Current Life and Health license.
• Thorough knowledge of health and ancillary products, including self-funded health plans.
• Working knowledge of Microsoft Office products.
• Self-motivation and discipline.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Strong attention to detail.
• 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 quoting processes and tools.
• Bachelor’s Degree.
• Experience with database applications.

Responsibilities

• Manage and maintain an assigned book of business.
• Serve as an advisor to clients and delegate work assignments to internal service team members.
• Work with Benefits Consultants and/or Client Executives to manage the renewal process.
• Manage day-to-day client issues.
• Conduct needs analyses and strategy calls.
• Conduct enrollment meetings as needed.
• Conduct regular face-to-face client meetings.
• Advise clients on reducing costs while offering competitive benefits options.
• Assist clients with 5500 form filings, as applicable.
• Support book-of-business growth through cross-sale opportunities when available.
• Build client relationships through proactive communications.
• Communicate and educate clients about industry trends, concerns, and changes.
• Effectively manage complex accounts and high-level service deliverables.
• Provide leadership within the extended service team.
• Champion convergence initiatives across OneDigital verticals, fostering relationships and ideas that support business development and client retention.

Benefits

• Eligible employees may receive health, wellbeing, retirement, and other financial benefits.
• 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.

What This Job Offers

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