Account Manager

OneDigital is proud of the tight-knit community we’ve built since the day we were founded.  We’re picky about the people who work for us, because as much as we are a business, we’re also a family.  Even through our rapid growth, we’ve managed to preserve our unique culture.  We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself. 

With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization.  Are you ready to join an already winning team and help us continue to grow for years to come?

Our Newest Opportunity: 

The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ day-to-day contact for benefit- related service needs.

Responsibilities Include:

• Manages and maintains assigned book of business
• Serves in an support and service capacity for clients;
• Works closely with Benefits Consultants to manage the entire renewal process
• Manages day to day client issues
• Conducts enrollment meetings as needed
• Develops employee communications for client distribution
• Assists technology team with benefits administration requirements development and testing
• Assists clients with 5500 form filings, as applicable
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Reviews and/or produces marketing and financial renewal exhibits
• Implements new carriers and manages calls, deliverables, and signature documents
• Reviews SPD’s, certificates, and other plan documents for accuracy against sold plan details

Required 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

Required Experience:

• 3+ years’ experience in account management, preferred
• Prior experience in broker agency, carrier, 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

Thank you for your interest in joining the OneDigital team!