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Account Manager
OneDigitalAccount Manager managing client accounts and overseeing service deliverables. Collaborating with service team and Benefits Consultants to meet client needs.
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
- 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
Comp & perks- health insurance
- wellbeing benefits
- retirement plans
- paid time off
- learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementconsultative rolehealth productsancillary productsquoting processdatabase applications
Soft Skills
advisory capacitydelegationclient communicationrelationship buildingneeds analysisstrategic thinkingleadershipproblem solving
Certifications
Life and Health license