Strategic Benefits Account Leader

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

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital is hiring a Sr. Account Manager to lead day-to-day management of a client book, collaborating with internal service teams and consultants to meet and exceed expectations.

You will serve as the primary contact for benefit-related service needs and drive renewal success. The role requires strong communication, leadership, and strategic thinking, with a focus on client cost optimization and service excellence in a fast-paced environment.

Qualifications

• Minimum 5+ years in account management or consultative roles.
• Experience in broker agency or benefits administration.
• Current Life and Health license required.
• Deep knowledge of health and ancillary products.
• Proficient in Microsoft Office.
• Experience with quoting tools preferred.
• Bachelor's degree preferred.
• Experience with database applications a plus.

Responsibilities

• Manages and maintains assigned book of business.
• Serves in an advisory capacity for clients.
• Delegates work assignments to internal service team members.
• Manages the renewal process with Benefits Consultants and/or Client Executives.
• Handles day-to-day client issues and escalations.
• Conducts needs analysis and strategy calls.
• Schedules enrollment meetings as needed.
• Holds regular face-to-face meetings with clients.
• Advises clients on cost reduction and competitive options.
• Assists with 5500 form filings as applicable.
• Supports book-of-business growth through cross-sale opportunities.
• Builds relationships via proactive communication.
• Educates clients on industry trends and changes.
• Leads the extended service team when needed.

Skills

Client relationship management

Communication

Leadership

Strategic planning

Organizational skills

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Quoting tools

Job description

OneDigital is hiring a Sr. Account Manager to lead day-to-day management of a client book, collaborating with internal service teams and consultants to meet and exceed expectations.

You will serve as the primary contact for benefit-related service needs and drive renewal success. The role requires strong communication, leadership, and strategic thinking, with a focus on client cost optimization and service excellence in a fast-paced environment.