Account Manager

OneDigital

Account Manager overseeing the management of assigned book of business for OneDigital clients. Collaborating with internal teams to provide superior service and client advisory support.

Posted 5/21/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 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 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
Effectively 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
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

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementconsultative rolehealth productsancillary productsquoting processneeds analysisstrategy calls

Soft Skills

advisory capacitydelegationrelationship buildingcommunicationleadershipproblem solving

Certifications

Life and Health license