Senior Account Manager

OneDigital

18d

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. Our Newest Opportunity: The Senior Account Manager is responsible for day to day management of their assigned book of business. The Sr. 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 Sr. AM serves as the clients’ main point of contact for any benefit- related service needs.

Requirements

• 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
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment
• Strong executive presence with the ability to communicate effectively in “broad room” settings with senior leaders and decision-makers
• Strong process and project management skills
• 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 Microsoft Office products; required
• Demonstrates experience supporting self-funded benefit plans, including both bundled and unbundled structures.

Nice To Haves

• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor’s Degree, preferred
• Experience with database applications, a plus.

Responsibilities

• Manages and maintains assigned book of business
• Drive retention by ensuring consistent client satisfaction across the book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Benefits

• eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees