Account Manager - Hybrid (South Jordan, UT)

Account Manager
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’ main point of contact for any benefit-related service needs.

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

Requirements

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

Experience

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

Familiarity and practical knowledge of quoting process and tools; preferred

Bachelor’s Degree, preferred

Experience with database applications, a plus

Benefits
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay some roles are eligible for variable compensation, commission, and/or annual bonus. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, 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 (collectively, "Protected characteristics"). Pursuant to local Fair Chance Ordinations, we will consider qualified applications with arrest or conviction records for employment. Employment decisions shall comply with all applicable federal, state and city/county laws prohibiting discrimination in employment.

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