Senior Benefits Account Strategist

OneDigital; Cleveland (OH); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

OneDigital is seeking a Sr. Account Manager to oversee a book of business, coordinating with service teams and consultants to ensure superb service delivery. You will be the primary client contact for benefit-related needs and lead the renewal process with internal partners.

The role requires 5+ years in account management or consultative work, a current Life and Health license, and strong knowledge of health products. Excellent communication and leadership are essential.

Competenze

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

Mansioni

• Manage and maintain assigned book of business.
• Serve in advisory capacity for clients and delegate tasks to internal teams.
• Collaborate with Benefits Consultants/Client Executives to manage renewals.
• Handle day-to-day client issues and needs.
• Conduct needs analysis and strategy calls.
• Lead enrollment meetings as needed.
• Schedule regular face-to-face client meetings.
• Advise clients on reducing costs with competitive benefits.
• Assist with 5500 form filings when applicable.
• Grow the book via cross-sale opportunities.
• Build proactive client relationships through communications.
• Educate clients on industry trends and changes.
• Provide leadership within the extended service team.
• Champion convergence initiatives across OneDigital verticals.

Conoscenze

Self-motivated

Excellent communication

Organizational skills

Detail-oriented

Leadership

Strategic mindset

Formazione

Bachelor's Degree preferred

5+ years’ experience in account management or consultative role

Life and Health license, current

Thorough knowledge of health and ancillary products

MS Office familiarity

Quoting processes/tools knowledge preferred

Experience with database applications a plus

Strumenti

Microsoft Office

Quoting tools

Descrizione del lavoro

OneDigital is seeking a Sr. Account Manager to oversee a book of business, coordinating with service teams and consultants to ensure superb service delivery. You will be the primary client contact for benefit-related needs and lead the renewal process with internal partners.

The role requires 5+ years in account management or consultative work, a current Life and Health license, and strong knowledge of health products. Excellent communication and leadership are essential.