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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.
ATS Keywords
Tailor your resumeApplicant 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
Tools & Technologies
Microsoft Officebenefit administration tools
Certifications & Qualifications
Life and Health license
Industry Keywords
broker agencybenefit administrationrenewal process5500 form filingscross-sale opportunities
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