Strategic Benefits Account Manager

Digital Insurance LLC; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Overtime pay for non-exempt

Learning & development programs

Expense reimbursement

Employee perks and discounts

Job summary

OneDigital in Charlotte, NC is seeking an Account Manager to oversee a book of business and serve as the primary client contact, coordinating with internal service teams to ensure exceptional service delivery.

The role emphasizes strategic relationship building, renewal management, needs analysis, and identifying opportunities to optimize costs while offering competitive benefit options.

Qualifications

• Five+ years in account management or consultative roles.
• Experience in broker agency or benefit administration preferred.
• Current Life and Health license required.
• Thorough knowledge of health and ancillary products required.
• Proficient with Microsoft Office and quoting tools.

Responsibilities

• Manages and maintains assigned book of business.
• Advises clients in reducing costs while offering competitive benefits options.
• Leads needs analysis and strategy calls with clients.
• Coordinates renewal processes with internal service teams and consultants.
• Maintains proactive client communications and builds relationships.

Skills

Account management

Client communication

Organization

Leadership

Strategic level work

Fast-paced environment

Education

Bachelor’s Degree (preferred)

Tools

Microsoft Office

Quoting tools

Job description

OneDigital in Charlotte, NC is seeking an Account Manager to oversee a book of business and serve as the primary client contact, coordinating with internal service teams to ensure exceptional service delivery.

The role emphasizes strategic relationship building, renewal management, needs analysis, and identifying opportunities to optimize costs while offering competitive benefit options.