Strategic Benefits Account Manager

Digital Insurance LLC; Medina (OH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Learning & development programs

Employee discounts

Job summary

OneDigital is seeking a Sr. Account Manager to lead day-to-day management of a client book. You will collaborate with internal teams and Benefits Consultants to exceed client expectations and serve as the primary contact for benefit-related service needs.

You will advise clients, drive renewal processes, manage issues, and seek cost-saving, competitive benefit options while supporting cross-sales and client education. Leadership within the service team is expected.

Qualifications

• 5+ years’ 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; Excel/PowerPoint.
• Familiarity with quoting processes and tools is preferred.
• Bachelor’s Degree preferred.

Responsibilities

• Manage and maintain assigned book of business.
• Advise clients; delegate work to internal service team.
• Manage renewals with Benefits Consultants and Client Executives.
• Handle day-to-day client issues.
• Conduct needs analysis and strategy calls.
• Lead enrollment meetings as needed.
• Hold regular meetings with clients to review plans and costs.
• Help clients reduce costs with competitive options.
• Assist with 5500 form filings as applicable.
• Grow the book via cross-sale opportunities.
• Build proactive client relationships and communications.
• Educate clients on industry trends and changes.
• Provide leadership within the service team.
• Champion convergence initiatives across OneDigital verticals.

Skills

Self-motivation

Written and verbal communication

Organizational skills

Attention to detail

Leadership capabilities

Strategic client engagement

Thrives in fast-paced environments

Education

Bachelor’s Degree

Life and Health license

Experience in health/benefits industry

MS Office proficiency

Tools

MS Office

Quoting tools

Job description

OneDigital is seeking a Sr. Account Manager to lead day-to-day management of a client book. You will collaborate with internal teams and Benefits Consultants to exceed client expectations and serve as the primary contact for benefit-related service needs.

You will advise clients, drive renewal processes, manage issues, and seek cost-saving, competitive benefit options while supporting cross-sales and client education. Leadership within the service team is expected.