Account Manager
OneDigital
full-time
Posted on:
Location Type: Hybrid
Location: Virginia Beach • 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
- 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 needs analysis and strategy calls
- Conducts enrollment meetings as needed
- Conducts regular face-to-face meetings with clients
- Advises clients in reducing costs while offering competitive benefits options
- Assists clients with 5500 form filings, as applicable
- Assists in growing the book of business through cross-sale opportunities
- Builds relationships with clients through proactive communications
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
Requirements
- 3+ years’ experience in account management or in a consultative role
- Prior experience in broker agency or benefit administration firm
- Current Life and Health license
- Thorough knowledge of 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 insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- bonuses
- employee perks and discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementconsultative rolehealth productsancillary productsquoting processdatabase applications
Soft skills
advisory capacitydelegationclient communicationrelationship buildingneeds analysisstrategic thinkingleadershipproblem solving
Certifications
Life and Health license