Account Manager

OneDigital

Account Manager responsible for managing assigned book of business and advising clients on benefits solutions. Collaborate closely with service teams to meet client needs and exceed expectations.

Posted 5/21/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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 when available
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

What you’ll need

3+ years’ experience in account management or in a consultative role
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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementconsultative rolehealth productsancillary productsquoting processdatabase applications

Soft Skills

advisory capacitydelegationclient communicationrelationship buildingneeds analysisstrategic thinkingleadershipproblem solving

Certifications

Life and Health license