[Remote] Account Manager - Remote
Note: The job is a remote job and is open to candidates in USA. OneDigital is on a mission to help people do their best work and live their best lives. The Account Manager is responsible for the day-to-day management of their assigned book of business, serving as the main point of contact for clients and ensuring service deliverables meet and exceed expectations.
Responsibilities
- 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 marketing analysis to determine competitive benefits options
- Joins virtual meetings or call with consultant and/or clients as needed
- Assists consultant with audit requests and 5500 form filings, as applicable
- Assists in growing the book of business through cross-sale opportunities when available and through marketing process
- Helps builds relationships with clients through effective communications
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Acts as a liaison between consultant and internal shared service teams and clients
Skills
- Must be eligible to work in the United States without the need for work visa or residency sponsorship
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Ability to work with consultants at a strategic level and help anticipate next steps
- Ability to thrive in fast-paced environment
- 3+ years' experience in account management or in a consultative employee benefits role, required
- Prior experience in broker agency or benefit administration firm, required
- Current Life and Health license, required
- Thorough knowledge of group 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
Benefits
- Variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance
- Eligible employees health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
Company Overview