Account Manager

🕒 il y a 19 jours

🤠 Texas – Distant

🤠 Texas – Remote

💵 $60 000 - $90 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

🦅 Parrain de Visa H1B

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OneDigital

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2000

💸 Finance

👥 RH Tech

Insurance • Finance • HR Tech

OneDigital est une entreprise spécialisée dans la fourniture de solutions d'assurance, de services financiers et de conseil en ressources humaines. En s'appuyant sur la technologie et l'innovation, OneDigital vise à transformer des environnements complexes et inefficaces grâce à l'automatisation des affaires, aux API, au développement de produits et à l'intelligence artificielle. Leurs services incluent le conseil en avantages sociaux pour les employés, l'assurance des biens et des accidents, l'administration de plans de retraite et la gestion de patrimoine. OneDigital s'engage à promouvoir la diversité, l'équité, l'inclusion et l'appartenance dans sa culture d'entreprise et offre une gamme de services visant à aider les entreprises et les particuliers à atteindre leurs aspirations en matière de santé, de réussite et de sécurité financière.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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