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Account Manager
OneDigitalAccount Manager overseeing clients' health and insurance solutions at OneDigital. Responsible for managing relationships, RFPs, and consultative support for brokers.
About the role
Key responsibilities & impact- Manages and maintains assigned book of business, including but not limited to RFP activity, client implementations and escalated service topics
- Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities
- Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes
- Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients
- Manages the sold case process for all assigned accounts
- Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps
- Builds relationships with brokers through proactive communications
- Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry
- Advises clients in reducing costs while offering competitive benefits options
- Assists in growing the book of business through cross-sale opportunities when available
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team and has a strong sense of ownership
Requirements
What you’ll need- 3+ years’ experience in account management or in a consultative role
- Strong organizational skills
- Must be self-motivated and disciplined, with a strong sense of ownership
- Excellent written and verbal communication skills
- Must be very detail-oriented
- Demonstrate leadership capabilities and collaborative mindset
- Ability to thrive in fast-paced environment and balance competing priorities
- 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
✓ 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 roleRFP creationquoting processdatabase applications
Soft Skills
organizational skillsself-motivateddetail-orientedleadership capabilitiescollaborative mindsetcommunication skillsability to thrive in fast-paced environment
Certifications
Bachelor’s Degree