Senior Account Manager - Hybrid (Medina, OH)

Digital Insurance LLC; Medina (OH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Learning & development programs

Employee discounts

Job summary

OneDigital is seeking a Sr. Account Manager to lead day-to-day management of a client book. You will collaborate with internal teams and Benefits Consultants to exceed client expectations and serve as the primary contact for benefit-related service needs.

You will advise clients, drive renewal processes, manage issues, and seek cost-saving, competitive benefit options while supporting cross-sales and client education. Leadership within the service team is expected.

Qualifications

• 5+ years’ experience in account management or 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 Microsoft Office products; Excel/PowerPoint.
• Familiarity with quoting processes and tools is preferred.
• Bachelor’s Degree preferred.

Responsibilities

• Manage and maintain assigned book of business.
• Advise clients; delegate work to internal service team.
• Manage renewals with Benefits Consultants and Client Executives.
• Handle day-to-day client issues.
• Conduct needs analysis and strategy calls.
• Lead enrollment meetings as needed.
• Hold regular meetings with clients to review plans and costs.
• Help clients reduce costs with competitive options.
• Assist with 5500 form filings as applicable.
• Grow the book via cross-sale opportunities.
• Build proactive client relationships and communications.
• Educate clients on industry trends and changes.
• Provide leadership within the service team.
• Champion convergence initiatives across OneDigital verticals.

Skills

Self-motivation

Written and verbal communication

Organizational skills

Attention to detail

Leadership capabilities

Strategic client engagement

Thrives in fast-paced environments

Education

Bachelor’s Degree

Life and Health license

Experience in health/benefits industry

MS Office proficiency

Tools

MS Office

Quoting tools

Job description

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity

Summary: The Sr. Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.

Essential Duties and 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, as applicable.
• Assists in growing the book of business through cross-sale opportunities when available.
• 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.
• Champion convergence initiatives among various verticals within OneDigital, nurturing relationships and innovating ideas that foster business development opportunities and enhance client retention.

Qualifications, Skills and Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment

Education, Training and Experience

• 5+ years’ experience in account management or in a consultative role, required
• Prior experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products, including self-funded health plans; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor’s Degree, preferred
• Experience with database applications, a plus.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you.

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background.

We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability.