Account Manager

🕒 2 days ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• 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 marketing analysis to determine competitive benefits options • Joins virtual meetings or calls with consultants and/or clients as needed • Assists consultants with audit requests and 5500 form filings, as applicable • Assists in growing the book of business through cross-sale opportunities when available and through marketing process • Helps build relationships with clients through effective communications • Effectively and efficiently manages complex accounts and high-level service deliverables • Acts as a liaison between consultants and internal shared service teams and clients

🎯 Requirements

• 3+ years’ experience in account management or in a consultative employee benefits role, required • Prior experience in broker agency or benefit administration firm, required • Current Life and Health license, required • Thorough knowledge of group 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

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts