Account Manager
OneDigital
full-time
Posted on:
Location: Virginia • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients and delegates work to internal service team members
- Works with Benefits Consultants and Client Executives to manage the renewal process
- Manages day-to-day client issues
- Conducts needs analysis, strategy calls, and enrollment meetings as needed
- Conducts regular face-to-face meetings with clients
- Advises clients on reducing costs while offering competitive benefits options
- Assists clients with 5500 form filings, as applicable
- Helps grow the book of business through cross-sale opportunities
- Builds relationships through proactive communications and educates clients on industry trends
- Effectively manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
Requirements
- Must be self-motivated and disciplined
- Excellent written and verbal communication skills
- Strong organizational skills
- Very detail-oriented
- Demonstrated leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in a fast-paced environment
- 3+ years’ experience in account management or in a consultative role (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)