Senior Account Manager

9 hours ago

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OneDigital

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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.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 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 needs analysis and strategy calls • Conducts enrollment meetings as needed • Conducts regular face-to-face meetings with clients • Advises clients in reducing costs while offering competitive benefits options • Assists clients with 5500 form filings, as applicable • Assists in growing the book of business through cross-sale opportunities when available • Builds relationships with clients through proactive communications • Communicates and educates clients on latest trends, concerns and changes in the industry • Effectively and efficiently manages complex accounts and high-level service deliverables • Provides leadership within the extended service team

🎯 Requirements

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