Senior Account Manager managing assigned book of business for OneDigital. Collaborates with internal teams to exceed client expectations in employee benefits.
Responsibilities
day to day management of assigned book of business
works closely and collaboratively with internal service team, Benefits Consultants and/or Client Executives
serves as clients’ main point of contact for benefit-related service needs
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
builds relationships with clients through proactive communications
communicates and educates clients on latest trends, concerns and changes in the industry
manages complex accounts and high-level service deliverables
Requirements
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, a plus
Benefits
health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
variable compensation
commission
annual bonus based on individual and company performance
health, wellbeing, retirement, and other financial benefits
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