Hybrid Benefits Account Manager | Client Growth & Strategy

OneDigital: Insurance, Financial Services, and HR Consulting; Bethesda (MD); Hybrid; USD 45,000 - 70,000; Full time

Job summary

OneDigital: Insurance, Financial Services, and HR Consulting in Bethesda, MD, is seeking an Account Manager to oversee a book of business in a hybrid, client-focused role.

You will partner with internal service teams and Benefits Consultants to ensure service delivery meets client expectations, lead renewal processes, and advise on cost-saving, competitive benefit options. Licensing and strong communication are essential.

Qualifications

• 3+ years in account management or consultative roles.
• Experience in broker agency or benefit administration firm.
• Current Life and Health license.
• Thorough knowledge of health and ancillary products.
• Strong written and verbal communication skills.
• Excellent organizational and detail-oriented abilities.
• Ability to work with clients at a strategic level in a fast-paced environment.

Responsibilities

• Manages and maintains assigned book of business.
• Serves in advisory capacity for clients.
• Delegates work assignments to internal service team members.
• Works with Benefits Consultants/Client Executives to manage renewals.
• Conducts needs analysis and strategy calls.
• Conducts enrollment meetings and regular face-to-face meetings.
• Advises clients in reducing costs while offering competitive options.
• Assists clients with 5500 form filings as applicable.

Skills

Communication skills

Organizational skills

Detail-oriented

Leadership

Strategic thinking

Fast-paced environment

Education

Bachelor's degree preferred

Life and Health license

Tools

Microsoft Office

Quoting tools

Database applications

Job description

OneDigital: Insurance, Financial Services, and HR Consulting in Bethesda, MD, is seeking an Account Manager to oversee a book of business in a hybrid, client-focused role.

You will partner with internal service teams and Benefits Consultants to ensure service delivery meets client expectations, lead renewal processes, and advise on cost-saving, competitive benefit options. Licensing and strong communication are essential.