9 Associate Account Manager - Reston, VA Jobs in Reston, VA
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OneDigital is Hiring an Associate Account Manager - Reston, VA Near Reston, VA
Essential Duties and Responsibilities (include but are not limited to):
- Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
- Serves in an advisory capacity for clients on day to day issues
- Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns.
- Works closely with Senior Benefits Consultant to support the renewal process
- Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
- Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable
- Conducts enrollment meetings as needed
- Conducts regular face-to-face meetings with clients
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
- 2 years’ 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 benefit administration systems, preferred
- Health/Life License required
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
Job Summary
Full Time
Insurance
$87k-117k (estimate)
06/28/2024
07/31/2024
onedigital.com
ATLANTA, GA
1,000 - 3,000
2000
Private
ADAM BRUCKMAN
$200M - $500M
Insurance
Related Companies
About OneDigital
OneDigital is a benefits consulting firm that sells employee health benefits, retirement planning and HR advisory solutions for individuals and businesses.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Associate Account Manager job description and responsibilities
They are responsible for maintaining excellent professional relationship with the clients. The person who is actively involved in providing a positive customer service
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They manage multiple accounts and makes sure that the accounts are maintained accurately.
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Associate Account Manager reports to the account manager regarding the progress of client's accounting files
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An account manager will be dealing with multiple clients at the same time and constantly strives to achieve high profits for the organization.
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They are alsoresponsible for the reviews of the financial reports and monitors the accounts to ensure that all the payments are issued.
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Career tips from people on Associate Account Manager jobs
One should have the ability to train new account executives.
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Familiarize the accounting procedures.
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Greet and acknowledge the consumers.
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Understand customers’ needs so that you can recommend and sell the appropriate product.
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In applying for this job, you should be proficient in computers.
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