Account Manager

OneDigital

Account Manager managing business relationships and client communications at OneDigital. Responsible for advisory and operational tasks in employee benefits management.

Posted 9/3/2025full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for day-to-day management of their assigned book of business
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 marketing analysis to determine competitive benefits options
Joins virtual meetings or calls with consultant and/or clients as needed
Assists consultant with audit requests and 5500 form filings
Assists in growing the book of business through cross-sale opportunities when available and through marketing process
Builds relationships with clients through effective communications
Effectively and efficiently manages complex accounts and high-level service deliverables
Acts as a liaison between consultant and internal shared service teams and clients

Requirements

What you’ll need

3+ years’ experience in account management or in a consultative employee benefits role
Prior experience in broker agency or benefit administration firm
Current Life and Health license
Thorough knowledge of group 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 a plus

Benefits

Comp & perks

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 the company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementconsultative employee benefitsgroup health productsancillary productsquoting processdatabase applications

Soft Skills

client relationship buildingeffective communicationdelegationproblem-solvingadvisory capacity

Certifications

Life and Health license