OneDigital · 2 days ago

Senior Account Manager

United States

Full-time

Remote

Senior Level

5+ years exp

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Responsibilities

Manages and maintains assigned book of business

Serves in an advisory capacity for clients

Delegates work assignments to internal service team members

Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process

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

Assists clients with 5500 form filings, 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

Qualification

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5+ years’ experience in account management a consultative rolePrior experience in broker agencyBenefit administration firmCurrent LifeHealth licenseThorough knowledge of healthAncillary productsWorking knowledge of all Microsoft Office productsSelf-motivatedDisciplined writtenVerbal communication organizationalDetail-orientedLeadership capabilities work with clients at a strategic level thrive in a fast-paced environmentQuoting ProcessDatabase Applications