Strategic Account Manager: Client Growth & Advisory

OneDigital; United States; In loco; USD 75.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Paid time off

Retirement plan

Descrizione del lavoro

OneDigital in the United States is seeking an experienced Account Manager to oversee day-to-day management of a client book and partner with internal teams to deliver exceptional service. You will act as the primary contact for benefit-related needs and support renewal processes while identifying cross-sale opportunities.

The role requires 3+ years in account management, a Life and Health license, and strong communication and leadership skills.

Competenze

• 3+ years of 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.

Mansioni

• Manages and maintains assigned book of business.
• Serves in an advisory capacity for clients;
• Delegates work to internal service team members.
• Manages renewal processes with Benefits Consultants and Client Executives.
• Conducts needs analysis and strategy calls.
• Conducts enrollment meetings as needed.
• Maintains regular client meetings and proactive communications.
• Advises clients on cost reduction and competitive options.
• Supports 5500 form filings, as applicable.
• Growth through cross-sale opportunities.

Conoscenze

Account management

Client relations

Communication

Leadership

Formazione

Bachelor's Degree

Life and Health license

Strumenti

MS Office

Quoting tools

Descrizione del lavoro

OneDigital in the United States is seeking an experienced Account Manager to oversee day-to-day management of a client book and partner with internal teams to deliver exceptional service. You will act as the primary contact for benefit-related needs and support renewal processes while identifying cross-sale opportunities.

The role requires 3+ years in account management, a Life and Health license, and strong communication and leadership skills.