Account Manager

OneDigital

Account Manager responsible for managing client benefits and providing advisory support. Working collaboratively with internal teams to ensure optimal service deliverables and client satisfaction.

Posted 5/21/2026full-timeSalisbury • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

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, required
Prior experience in broker agency or benefit administration firm, required
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, pharmacy, long and short-term disability, vision, dental and other insurance solutions
reimbursement of job-related expenses per the company policy
employee perks and discounts
health, wellbeing, retirement, and other financial benefits
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 products knowledgeancillary products knowledgequoting processdatabase applications

Soft Skills

advisory capacitydelegationclient communicationrelationship buildingneeds analysisstrategic thinkingleadershipproblem solving

Certifications

Life and Health license