Account Manager responsible for managing daily client service needs in Property & Casualty brokerage. Handling renewals, claims management, and communication with clients and producers.
About the role
- Senior Account Manager managing assigned book of business for OneDigital. Collaborates with internal teams to exceed client expectations in employee benefits.
Responsibilities
- day to day management of assigned book of business
- works closely and collaboratively with internal service team, Benefits Consultants and/or Client Executives
- serves as clients’ main point of contact for benefit-related service needs
- 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
- builds relationships with clients through proactive communications
- communicates and educates clients on latest trends, concerns and changes in the industry
- manages complex accounts and high-level service deliverables
Requirements
- 5+ years’ experience in account management or in a consultative role
- Prior experience in broker agency or benefit administration firm
- Current Life and Health license
- Thorough knowledge of health and ancillary products
- Working knowledge of all Microsoft Office products
- Familiarity and practical knowledge of quoting process and tools
- Bachelor’s Degree preferred
- Experience with database applications, a plus
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
- variable compensation
- commission
- annual bonus based on individual and company performance
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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