What are the responsibilities and job description for the Senior Account Manager, Employee Benefits position at OneDigital?
The Sr. Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.
Responsibilities:
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients;
- Delegates work assignments to internal service team members
- Manages entire renewal process independently
- 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:
- 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
Experience:
- 5 years’ experience in account management or in a consultative role, required
- Prior 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 database applications, a plus.
Additional Job Description
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
