Account Manager

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ 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, including but not limited to RFP activity, client implementations and escalated service topics • Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities • Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes • Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients • Manages the sold case process for all assigned accounts • Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps • Builds relationships with brokers through proactive communications • Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry • Advises clients in reducing costs while offering competitive benefits options • Assists in growing the book of business through cross-sale opportunities when available • Effectively and efficiently manages complex accounts and high-level service deliverables • Provides leadership within the extended service team and has a strong sense of ownership

🎯 Requirements

• 3+ years’ experience in account management or in a consultative role • Strong organizational skills • Must be self-motivated and disciplined, with a strong sense of ownership • Excellent written and verbal communication skills • Must be very detail-oriented • Demonstrate leadership capabilities and collaborative mindset • Ability to thrive in fast-paced environment and balance competing priorities • 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, 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