Strategic Account Executive

🕒 June 2

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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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

• The Strategic Account Executive is responsible for managing client interactions and account maintenance • Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery • Proactively assesses, clarifies and validates customer needs on an ongoing basis • Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis • Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc • Escalate any client or broker issues with PBMs • Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities • Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files

🎯 Requirements

• Must be eligible to work in the United States without the need for work visa or residency sponsorship • Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery • Proactively assess, clarify, and validate customer needs on an ongoing basis • Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis • Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc • Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities • Maintain internal documentation and systems for clients, meeting minutes, action logs, CRM and continuous organization of information contained within client folders

🏖️ Benefits

• health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • reimbursement of job-related expenses per the company policy • employee perks and discounts