Account Manager

🕒 Maio 29

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $60.000 - $90.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💰 Gerente de Contas

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OneDigital

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2000

💸 Finanças

👥 RH Tech

Insurance • Finance • HR Tech

OneDigital é uma empresa especializada em fornecer soluções de seguros, serviços financeiros e consultoria de RH. Aproveitando a tecnologia e a inovação, a OneDigital visa transformar cenários complexos e ineficientes por meio de automação de negócios, APIs, desenvolvimento de produtos e IA. Seus serviços incluem consultoria de benefícios para empregados, seguros de propriedades e acidentes, administração de planos de aposentadoria e gestão de patrimônio. A OneDigital está comprometida com a diversidade, equidade, inclusão e pertencimento em sua cultura corporativa e oferece uma gama de serviços destinados a ajudar empresas e indivíduos a alcançarem seus objetivos de saúde, sucesso e segurança financeira.

Descrição

• Works closely with Benefits Consultants to service assigned book of business • Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business • Manages day-to-day tasks related to the development and deployment of client employee benefit packages • Completes and/or coordinates quotes and proposals for all new and renewal business • Assists with renewals and new business applications • Assists with communications, follow-up and distribution of applications to carriers • Monitor and maintains the Mail Folder • Collects missing information from groups and sends approval letters to clients • Updates census, policy information and commissions for all accounts and policies in Microsoft CRM • Attaches applications to appropriate client file in Microsoft CRM • Assists in preparation for open enrollment meetings; may be asked to facilitate as needed • Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business • Support client relationships through the development of proactive communications • Comfortable conducting client education and service transactions via email and telephone • Assists clients with 5500 form filings, as applicable • May be required to travel for training or conference, which may require overnight stay

🎯 Requisitos

• 2+ years’ applicable job experience • Proficient with Microsoft Office products • Working knowledge of all Microsoft Office products (most important, Excel and PowerPoint) • Prior experience in broker agency or benefit administration firm • Familiarity with employee benefits and group insurance products • Excellent Customer Service skills • Bachelor’s Degree, preferred • Familiarity with database applications, a plus • Current Life and Health license

🏖️ Benefícios

• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions • reimbursement of job-related expenses per the company policy • employee perks and discounts • health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs