Account Manager

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

The Account Manager (AM) is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.

Responsibilities include:

• Has an understanding of employee health and welfare benefits and related laws

• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process

• Manages and maintains assigned book of business

• Serves in an advisory capacity for clients;

• Delegates work assignments to internal service team members

• Prepares benefit, contribution and leave benchmarking

• Manages day to day client issues

• Reviews plan documents for accuracy

• Assists with data gathering and preparation of total compensation statements 

• Assists with the preparation of client-ready presentations

• Presents plan information to employees

• Updates and distributes required annual notices

• Builds relationships with clients through proactive communications 

• Assists with strategy calls 

• Conducts enrollment meetings as needed

• Conducts regular face-to-face meetings with clients

• Assists clients with 5500 form filings, as applicable

• Assists in growing the book of business through cross-sale opportunities when available

• Effectively and efficiently manages complex accounts and high-level service deliverables

• Provides leadership within the extended service team

Requirements Include:

• Excellent attention to detail

• Positive attitude

• Strong critical thinking skills

• Must be self-motivated and disciplined

• Possess excellent written and verbal communication skills

• Possess strong organizational skills

• Demonstrate leadership capabilities

• Ability to work with clients at a strategic level

• Strong interpersonal skills – personable, adaptable to change, customer-focused

• Team player – able to collaborate effectively with team members and across other teams

• Ability to thrive in fast-paced environment

Experience:

• 2+ years’ experience in account management, required

• Prior experience in broker agency or benefit administration firm, required

• Current Life and Health license, required

• Thorough knowledge of health and ancillary products; required

• Working knowledge of all Microsoft Office products; required 

• Familiarity and practical knowledge of quoting process and tools; preferred

• Bachelor’s Degree, preferred

• Experience with database applications, a plus

• Licensed role

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!