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OneDigital · 4 days ago

Senior Account Manager (Remote)

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $90K/yr

5+ years exp

OneDigital is a company that partners with business owners to provide risk management solutions. The Senior Account Manager is responsible for managing an assigned book of business, serving as the main point of contact for clients, and ensuring service deliverables exceed expectations.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

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

Account managementLifeHealth licenseHealthAncillary productsMicrosoft Office proficiencyConsultative role experienceLeadership capabilitiesStrategic client interactionOrganizational skillsCommunication skillsDetail-orientedFast-paced environment adaptability