Account Manager

The Account Manager is responsible for day‑to‑day management of their assigned book of business and acts as the client’s main point of contact for all benefit‑related service needs.
Responsibilities Manages and maintains the assigned book of business.
Serves in an advisory capacity for clients and delegates work assignments to internal service team members.
Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.
Handles 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.
Qualifications Self‑motivated and disciplined.
Excellent written and verbal communication skills.
Strong organizational skills.
Detail‑oriented.
Leadership capabilities.
Ability to work with clients at a strategic level.
Thrives in a fast‑paced environment.
Experience & Skills 3+ years of experience in account management or a consultative role.
Prior experience in a broker agency or benefit administration firm.
Current Life and Health license.
Thorough knowledge of health and ancillary products.
Working knowledge of all Microsoft Office products.
Familiarity and practical knowledge of quoting process and tools (preferred).
Bachelor’s Degree (preferred).
Experience with database applications (preferred).
Compensation & Benefits The typical base pay range for this role nationwide is $65,000 to $70,000 per year. Base pay depends on skills, education, qualifications, professional experience and location. Variable compensation, commission and/or annual bonus may be earned based on individual and company performance. Eligible employees receive 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 and employee perks and discounts.
Equal Opportunity Statement OneDigital is an equal opportunity employer. We celebrate diversity and provide equal employment opportunities to all employees and applicants regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information or any other category protected by federal, state or local law. Pursuant to local Fair Chance Ordinances, qualified applications with arrest or conviction records will be considered. For applicable candidates, the following ordinances are available: City and County of San Francisco, City of Los Angeles County of Los Angeles. If you have questions about our hiring policies and practices, we are happy to discuss upon receiving your application.
For more information, visit www.onedigital.com/careers.

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