Hybrid Senior Account Manager

Posted 7 hours ago

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About the role

  • Senior Account Manager responsible for day to day management of client accounts. Working with internal teams to provide exceptional service and support at OneDigital.

Responsibilities

  • Manages and maintains assigned 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
  • 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
  • Effectively and efficiently manages complex accounts and high-level service deliverables
  • Provides leadership within the extended service team

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 is a plus

Benefits

  • health insurance
  • wellbeing benefits
  • retirement plans
  • paid time off
  • overtime pay for non-exempt employees
  • learning and development programs
  • reimbursement of job-related expenses
  • employee perks and discounts

Job title

Senior Account Manager

Job type

Experience level

Senior

Salary

$80,000 - $85,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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