Senior Account Manager - Hybrid (Cleveland, OH)

OneDigital • Cleveland, OH

6d • 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 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 helps clients navigate benefits options, industry changes, and cost considerations while building relationships that support client retention and business development.

Requirements

• At least 5 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, including self-funded health plans.
• 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 and thrive in a fast-paced environment.

Nice To Haves

• Familiarity 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 Form 5500 filings, as applicable.
• Help grow the book of business through cross-sale 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.
• Champion convergence initiatives among OneDigital verticals, fostering relationships and ideas that support business development and client retention.

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 under company policy.
• Employee perks and discounts.

What This Job Offers

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