Summary
OneDigital is a people-focused employee benefits organization that provides insurance solutions, services, and technology-based tools to employers. The Account Manager supports an assigned book of business, manages client service needs and renewal processes, and collaborates with Benefits Consultants and Client Executives to deliver high-level service.
Responsibilities
- Supports and maintains assigned book of business
- Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal/marketing process
- Manages day to day client issues
- Conducts enrollment meetings as needed virtually and in person
- Conducts regular face-to-face meetings with clients
- Assists clients with 5500 form filings, as applicable
- Builds relationships with clients through proactive communications
- Effectively and efficiently supports complex accounts and high-level service deliverables
Skills
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Maintains a positive demeanor when dealing with internal and external clients/teams/vendor partners
- Ability to thrive in fast-paced environment
- Proficiency in all Microsoft Office products; required
- Bachelor's Degree, preferred
- Experience with database applications, a plus
Qualifications
Must Haves
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Maintains a positive demeanor when dealing with internal and external clients/teams/vendor partners
- Ability to thrive in fast-paced environment
- Proficiency in all Microsoft Office products; required
Nice to Haves
- Bachelor's Degree, preferred
- Experience with database applications, a plus
Benefits
- Variable compensation, commission, and/or annual bonus for eligible roles, based on individual and/or company performance
- Health benefits for eligible employees
- Wellbeing benefits for eligible employees
- Retirement benefits for eligible employees
- Other financial benefits for eligible employees
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses according to company policy
- Employee perks and discounts