Senior Account Manager responsible for day to day management of client accounts. Working with internal teams to provide exceptional service and support at OneDigital.
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 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
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
Effectively and efficiently manages complex accounts and high-level service deliverables
Provides leadership within the extended service team
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
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