Strategic Benefits Account Manager

OneDigital; Franklin (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

OneDigital seeks an Account Manager to oversee day-to-day management of an assigned book of business in the employee benefits space. You will collaborate with internal teams to ensure service deliverables meet client expectations and act as the primary contact for benefit-related needs.

Responsibilities include leading renewal processes, advising on cost reductions and competitive options, and ensuring ERISA compliance.

Qualifications

• Must be self-motivated and disciplined.
• Possess excellent written and verbal communication skills.
• Possess strong organizational skills.
• Must be very detail-oriented.
• Demonstrate leadership capabilities.
• Ability to work with clients at a strategic level.
• Ability to thrive in fast-paced environment.

Responsibilities

• Manages and maintains assigned book of business.
• Serves in an advisory capacity for clients;
• Delegates work assignments to internal service team members.
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.
• Manages day to day client issues.
• Conducts needs analysis and strategy calls.
• Conducts enrollment meetings as needed.
• Conducts regular face-to-face meetings with clients.
• Advises clients in reducing costs while offering competitive benefits options.
• Assists clients with ERISA compliance (Form 5500, wrap documents, PCORI fees).
• Assists in growing the book of business through cross-sale opportunities.
• Builds relationships with clients through proactive communications.
• Communicates and educates clients on latest trends, concerns and changes in the industry.
• Effectively and efficiently manages complex accounts and high-level service deliverables.
• Provides leadership within the extended service team.

Skills

Self-motivation

Communication

Organization

Attention to detail

Leadership

Strategic collaboration

Education

3+ years account management

Life & Health license preferred

Knowledge of health/ancillary products

MS Office proficiency

Database applications experience

Tools

Quoting process familiarity

CRM familiarity

Job description

OneDigital seeks an Account Manager to oversee day-to-day management of an assigned book of business in the employee benefits space. You will collaborate with internal teams to ensure service deliverables meet client expectations and act as the primary contact for benefit-related needs.

Responsibilities include leading renewal processes, advising on cost reductions and competitive options, and ensuring ERISA compliance.