Account Manager
OneDigital
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $50,000 - $60,000 per year
About the role
- 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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