Hybrid Account Manager – Client Success & Benefits

OneDigital; Orlando (FL); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

OneDigital is seeking an Account Manager to oversee a assigned book of business, working closely with the internal service team and Benefits Consultants to ensure service delivery meets and exceeds client expectations. The AM serves as the client’s day-to-day contact for benefit-related needs and enrollment activities.

The ideal candidate has 2+ years in account management or consultative roles within broker agencies or benefit administration, plus knowledge of health products, MS Office, and

Qualifications

• 2+ years in account management or consultative role.
• Experience in broker agency, carrier, or benefit administration firm.
• Life and Health license preferred.
• Thorough knowledge of health and ancillary products.
• Working knowledge of Microsoft Office products.

Responsabilités

• Manage and maintain assigned book of business.
• Serve as day-to-day client contact for benefit-related service needs.
• Collaborate with Benefits Consultants to manage the renewal process.
• Conduct enrollment meetings as needed.
• Develop employee communications for client distribution.
• Assist technology team with benefits administration requirements development and testing.
• Assist clients with 5500 form filings, as applicable.
• Effectively manage complex accounts and high-level service deliverables.
• Review and produce marketing and renewal exhibits.
• Delegate work to internal service team members.
• Conduct regular face-to-face meetings with clients.
• Build relationships with clients through proactive communications.
• Grow the book of business through cross-sale opportunities when available.

Connaissances

Self-motivated

Communication skills

Organizational skills

Attention to detail

Leadership

Strategic client work

Adaptability

Formation

Bachelor’s Degree

Life and Health license

Microsoft Office proficiency

Quoting tools knowledge

Outils

Microsoft Office

Description du poste

OneDigital is seeking an Account Manager to oversee a assigned book of business, working closely with the internal service team and Benefits Consultants to ensure service delivery meets and exceeds client expectations. The AM serves as the client’s day-to-day contact for benefit-related needs and enrollment activities.

The ideal candidate has 2+ years in account management or consultative roles within broker agencies or benefit administration, plus knowledge of health products, MS Office, and