Account Manager - Remote (Colorado) @ OneDigital | Jobright.ai
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Account Manager - Remote (Colorado) jobs in Colorado, United States
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OneDigital · 8 hours ago

Account Manager - Remote (Colorado)

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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementConsultative Role ExperienceHealth LicenseAncillary Products KnowledgeMicrosoft Office ProficiencyLeadership CapabilitiesStrategic Client InteractionQuoting Process KnowledgeDatabase Applications Experience

Required

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

Preferred

Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor’s Degree, preferred
Experience with database applications, a plus.

Benefits

Health
Wellbeing
Retirement
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses
Employee perks and discounts

Company

OneDigital

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OneDigital is focused exclusively on employee benefits.

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-10-08Acquired

Leadership Team

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Mike Sullivan
Co-Founder & Chief Growth Officer
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Travis Dommert
SVP, Talent
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Company data provided by crunchbase
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