Senior Associate Account Manager

🔥 15 minutes ago

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Logo of OneDigital

OneDigital

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

• Supports Senior Account Managers and Account Managers in managing an assigned book of business • Serves in an advisory capacity for clients, addressing day-to-day service needs • Coordinates and reviews the accuracy of client-facing materials • Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process • Reviews insurance contracts, SBC’s, and benefit summaries • Supports compliance deliverables • Assists with client acquisitions and new division onboarding • Supports Open Enrollment project management • Oversees the post-enrollment audit process • Aids in carrier implementation • Partners with benefits technology teams to provide accurate data

🎯 Requirements

• 2+ years’ experience in broker agency or benefit administration firm • Current Life and Health license • Thorough knowledge of health and ancillary products • Working knowledge of all Microsoft Office products • Familiarity and practical knowledge of quoting process and tools

🏖️ Benefits

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

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