Account Manager - Hybrid (Pensacola, FL)

Position Overview 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 Manage and maintain assigned book of business
Serve in an advisory capacity for clients
Delegate work assignments to internal service team members
Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
Manage day-to-day client issues
Conduct needs analysis and strategy calls
Conduct enrollment meetings as needed
Conduct regular face-to-face meetings with clients
Advise clients in reducing costs while offering competitive benefits options
Assist clients with 5500 form filings, as applicable
Assist in growing the book of business through cross‑sale opportunities when available
Build relationships with clients through proactive communications
Communicate and educate clients on latest trends, concerns and changes in the industry
Effectively and efficiently manage complex accounts and high‑level service deliverables
Provide leadership within the extended service team
Qualifications 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 a 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
Familiarity and practical knowledge of quoting process and tools, preferred
Bachelor’s Degree, preferred
Experience with database applications, a plus
Benefits and Compensation 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 based on your individual performance and/or the company’s performance. Eligible employees receive 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.
Equal Opportunity Employer 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 (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state and local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background.

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