Senior Benefits Strategy Manager

OneDigital; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning and development programs

Job summary

OneDigital is seeking a Sr. Account Manager to lead day-to-day management of a defined book of business within our Employee Benefits practice in Dallas.

You will partner with internal service teams, Benefits Consultants and Client Executives to consistently meet and exceed client expectations. In this role you will build strategic client relationships, conduct renewal planning, oversee enrollment meetings, advise on cost-effective benefit options, and drive growth through cross-sale

Qualifications

• 5+ years' experience in account management or consultative role.
• Prior experience in broker agency or benefit administration.
• Current Life and Health license required.
• Thorough knowledge of health and ancillary products.
• Working knowledge of Microsoft Office products.
• Familiarity with quoting process and tools preferred.
• Bachelor's Degree preferred.
• Experience with database applications is a plus.

Responsibilities

• Manages and maintains assigned book of business.
• Serves in an advisory capacity for clients.
• Delegates work to internal service team members.
• Manages renewal process with Benefits Consultants and Client Executives.
• Handles day-to-day client issues and communications.
• Conducts needs analysis and strategy calls.
• Conducts enrollment meetings as needed.
• Meets with clients face-to-face regularly.
• Advises clients on reducing costs while offering competitive options.
• Assists with 5500 form filings as applicable.
• Aims to grow the book of business via cross-sale opportunities.
• Builds relationships with clients through proactive communications.
• Keeps clients informed on industry trends and changes.
• Manages complex accounts and high-level service deliverables.
• Provides leadership within the extended service team.

Skills

Account management

Client relations

Leadership

Communication

Organization

Education

Bachelor's Degree

Tools

Microsoft Office

Quoting tools

Job description

OneDigital is seeking a Sr. Account Manager to lead day-to-day management of a defined book of business within our Employee Benefits practice in Dallas.

You will partner with internal service teams, Benefits Consultants and Client Executives to consistently meet and exceed client expectations. In this role you will build strategic client relationships, conduct renewal planning, oversee enrollment meetings, advise on cost-effective benefit options, and drive growth through cross-sale