Strategic Benefits Account Lead

Digital Insurance LLC; Cleveland (OH); Vor Ort; USD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Health benefits

Retirement plan

Paid time off

Zusammenfassung

OneDigital is seeking a Sr. Account Manager to manage a defined book of business and act as the primary client contact for benefit-related services. You will collaborate with internal teams, Benefits Consultants, and Client Executives to ensure service delivery meets client expectations.

You will conduct needs analyses, lead enrollment meetings, and foster client relationships while advising on cost-effective, competitive benefit options and cross-sale opportunities.

Qualifikationen

• 5+ years’ experience in account management or in a consultative role, required
• Life and Health license, required
• Thorough knowledge of health and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity with quoting process and tools; preferred
• Bachelor’s Degree preferred

Aufgaben

• Manages and maintains assigned book of business.
• Serves in an advisory capacity for clients;
• Delegates work to internal service team members;
• Manages the renewal process with Benefits Consultants and/or Client Executives;
• Addresses day-to-day client issues and engages in needs analysis;
• Conducts enrollment meetings and regular client meetings;
• Advises clients on reducing costs while offering competitive options;
• Assists with 5500 form filings as applicable;
• Supports growth through cross-sale opportunities;
• Builds relationships via proactive client communications;
• Educates clients on industry trends and changes;
• Provides leadership within the extended service team;
• Champions convergence initiatives across OneDigital for business development

Kenntnisse

Account management

Client advisory

Communication skills

Leadership

Strategic thinking

Organizational skills

Detail-oriented

Team collaboration

Ausbildung

Life and Health license

Bachelor’s Degree

Tools

Microsoft Office

Quoting tools

Jobbeschreibung

OneDigital is seeking a Sr. Account Manager to manage a defined book of business and act as the primary client contact for benefit-related services. You will collaborate with internal teams, Benefits Consultants, and Client Executives to ensure service delivery meets client expectations.

You will conduct needs analyses, lead enrollment meetings, and foster client relationships while advising on cost-effective, competitive benefit options and cross-sale opportunities.