Account Manager

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $80k - $90k / 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 • Leads the renewal process and benefits strategy; collaborates with Client Executives as appropriate • 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 • Owns compliance-related items and obligations for assigned clients • 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

🎯 Requirements

• 3+ years' experience in account management or in a consultative role • Prior 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 (preferred) • Bachelor's Degree (preferred) • Experience with database applications (a plus)

🏖️ Benefits

• Health, pharmacy, long and short-term disability, vision, dental and other insurance solutions • Variable compensation, commission, and/or annual bonus based on individual performance • Reimbursement of job-related expenses per company policy • Employee perks and discounts • Robust learning and development programs