Senior Account Manager - Hybrid (Medina, OH)

OneDigital • Medina, OH

17h • Hybrid

About The Position

The Senior Account Manager manages the day-to-day operations of an assigned book of business and serves as clients’ primary contact for benefits-related service needs. Working collaboratively with the internal service team, Benefits Consultants, and/or Client Executives, the role ensures service deliverables meet or exceed client expectations. The Senior Account Manager advises clients, manages complex accounts, contributes leadership to the extended service team, and supports client retention and business development.

Requirements

• At least 5 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, 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.
• 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 full 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 applicable Form 5500 filings.
• Support growth of the book of business through cross-sale opportunities when available.
• Build client relationships through proactive communication.
• 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 across OneDigital verticals, building relationships and developing 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 according to company policy.
• Employee perks and discounts.

What This Job Offers

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