Senior Employee Benefits Account Manager

OneDigital

Senior Account Manager responsible for managing assigned book of business and collaborating with internal teams. Serving as clients’ main point of contact for benefits-related service needs.

Posted 7/16/2026full-timeSouth Jordan • Utah • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and client advisory services, with a strong focus on health and ancillary products. Proven ability to build client relationships, manage complex accounts, and lead internal service teams effectively.

Highest-signal resume keywords

Account ManagementClient Advisory ServicesLife and Health LicenseHealth and Ancillary Products KnowledgeCross-Sale Opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Needs AnalysisEnrollment Meetings5500 Form FilingsQuoting ProcessDatabase Applications

Soft Skills

Proactive CommunicationRelationship BuildingLeadership

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Life and Health License

Industry Keywords

Broker AgencyBenefit AdministrationClient Issues ManagementService Deliverables

About the role

Key responsibilities & impact

Responsible for day to day management of assigned book of business
Works closely and collaboratively with internal service team, Benefits Consultants, and/or Client Executives
Manages and maintains assigned book of business
Serves in an advisory capacity for clients
Delegates work assignments to internal service team members
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

5+ 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 is a plus