Strategic Benefits Account Manager

OneDigital; United States; Remote; USD 70,000 - 85,000; Full time

Job summary

OneDigital is seeking an Account Manager to oversee a designated book of business. You will collaborate with internal service teams and Benefits Consultants to ensure service delivery meets client expectations, serving as the primary client contact for benefit-related needs.

You will advise on cost-reduction strategies, conduct enrollment meetings, and lead regular client meetings to strengthen partnerships.

Qualifications

• 3+ years' experience in account management or in a consultative role, required
• Prior experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor's Degree, preferred
• Experience with database applications, a plus

Responsibilities

• Manages and maintains assigned book of business
• Advises clients in reducing costs while offering competitive benefits options
• Leads enrollment meetings and strategy calls with clients
• Builds relationships with clients through proactive communications
• Communicates industry trends and changes to clients
• Manages renewal process with Benefit Consultants and Client Executives
• Provides leadership within the extended service team
• Assists with 5500 filings as applicable

Skills

Communication skills

Organizational skills

Detail-oriented

Leadership

Strategic client work

Adaptability in fast-paced env

Education

Bachelor's degree

Life and Health license

Tools

Microsoft Office

Quoting tools

Job description

OneDigital is seeking an Account Manager to oversee a designated book of business. You will collaborate with internal service teams and Benefits Consultants to ensure service delivery meets client expectations, serving as the primary client contact for benefit-related needs.

You will advise on cost-reduction strategies, conduct enrollment meetings, and lead regular client meetings to strengthen partnerships.