OneDigital

Account Manager

OneDigital

full-time

Posted on:

Location: Virginia • 🇺🇸 United States

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Job 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)
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