Remote Account Manager: Client Success & Growth

OneDigital Investment Advisors LLC; Northern (KY); Remote; USD 75,000 - 85,000; Full time

Job summary

OneDigital Investment Advisors LLC is seeking an Account Manager to oversee a book of business remotely. You will collaborate with internal teams, Benefits Consultants, and Client Executives to ensure service excellence and renewals are managed effectively.

The role requires 3+ years in account management or consultative roles, a Life and Health license, and strong knowledge of health and ancillary products. A Bachelor’s degree is preferred.

Qualifications

• 3+ years of experience in account management or consultative roles.
• Broker agency or benefit administration experience preferred.
• Current Life and Health license required.
• Thorough knowledge of health and ancillary products.

Responsibilities

• Manage and maintain assigned book of business.
• Serve in advisory capacity for clients and coordinate with internal teams.
• Lead renewal processes and client meetings.
• Identify cost-saving opportunities and present competitive benefits options.
• Educate clients on latest industry trends and changes.

Skills

Account management

Client advisory

Leadership

Organization

Communication

MS Office

Quoting tools

Education

Bachelor's degree

Tools

Quoting process/tools

Job description

OneDigital Investment Advisors LLC is seeking an Account Manager to oversee a book of business remotely. You will collaborate with internal teams, Benefits Consultants, and Client Executives to ensure service excellence and renewals are managed effectively.

The role requires 3+ years in account management or consultative roles, a Life and Health license, and strong knowledge of health and ancillary products. A Bachelor’s degree is preferred.