[Remote] Account Manager - Remote (PST)

Note: The job is a remote job and is open to candidates in USA. OneDigital is a people-focused organization that provides health insurance solutions to over 100,000 employers. The Account Manager is responsible for managing client relationships, ensuring service deliverables meet client expectations, and leading the benefits strategy for their assigned book of business.

Responsibilities

• 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, including 5500 form filings and other regulatory requirements, 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

Skills

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment
• 3+ 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

• Variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance
• Eligible employees 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

Company Overview