Account Manager

🕒 5 days ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $60k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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