Hybrid Account Manager

at OneDigital

• Job title: Account Manager
• Job type: Full Time
• Experience level: Junior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, West Chester, United States

About the role

• Account Manager managing assigned benefits book at OneDigital. Handles renewals, client advisement, enrollments, and coordination with consultants for health and ancillary insurance solutions.

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients; manages day to day client issues
• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Works closely with Benefits Consultants, Senior Account Managers, and/or Client Executives to manage the entire renewal process
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Updates census, policy information and commissions for all accounts and policies
• Assists with renewals and new business applications
• Conducts enrollment meetings as needed
• 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
• Maintain a high level of professionalism and sense of urgency to ensure client expectations are consistently met; extensive contact with clients and internal consultants.

Requirements

• 1+ years’ experience in account management preferred
• Prior experience in broker agency or benefit administration firm preferred
• Current Life and Health license required
• Thorough knowledge of health and ancillary products preferred
• Good understanding of health and welfare regulations applicable to assigned book of business preferred
• Familiarity and practical knowledge of quoting process and tools preferred
• Working knowledge of all Microsoft Office products required
• Must be self-motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills
• Must be very detail-oriented
• Ability to thrive in fast-paced environment

Benefits

• Variable compensation, commission, and/or 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 per company policy
• Employee perks and discounts
• Total-wellbeing benefits (same benefits offered to clients)