Senior Account Manager - Hybrid (Medina, OH)

OneDigital • Medina, OH

5d • Hybrid

About The Position

OneDigital is a people-focused organization providing employee benefits and related services and technology to employers. The Senior Account Manager manages the day-to-day operations of an assigned book of business and works collaboratively with internal service teams, Benefits Consultants, and/or Client Executives to meet and exceed client expectations. The role serves as clients’ main point of contact for benefits-related service needs and provides strategic advice and leadership across the extended service team.

The Senior Account Manager supports clients throughout renewals, handles day-to-day issues, communicates proactively, and helps clients evaluate costs and competitive benefits options. The position also supports business development and client retention through cross-sale opportunities and collaboration across OneDigital’s business areas.

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 and 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 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 client meetings.
• Advise clients on reducing costs while offering competitive benefits options.
• Assist clients with applicable Form 5500 filings.
• Identify available cross-sale opportunities to help grow the book of business.
• 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 collaboration across OneDigital verticals to foster business development opportunities and enhance 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 per company policy.
• Employee perks and discounts.

What This Job Offers

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