Senior Account Manager

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Our Newest Opportunity: The Sr. 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. Key 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 Key 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 MUST HAVE: 5 years’ experience in account management or in a consultative role Prior experience in 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 WE VALUE: Familiarity and practical knowledge of quoting process and tools Bachelor’s Degree Experience with database applications Thank you for your interest in joining the OneDigital team! OneDigital brings together insurance, financial services and HR consulting to help over 100,000 businesses empower their workforce and create environments where people can achieve their full potential. OneDigital’s exceptional advisory teams provide counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, professional employer organizations (PEO) and retirement and wealth management services provided through OneDigital Investment Advisors. In a sea of sameness, we are a team of disruptors. Working at OneDigital: We are in the people business and everyone at OneDigital has chosen a career that is focused on empowering people to do their best work and live their best lives. This people-first approach is experienced by our clients, colleagues and the communities we serve. Doing well by doing good is what drives us every day. We share a common mindset to face each day with optimism and know that there is no limit to what we can do, when we do it together. We set a high bar, strive to exceed expectations, and show up with our “A-game” each day. We get energized by solving complex problems and encourage people to work where they are the most productive. We maintain a fast pace, but we always take time for levity, laughter and to celebrate successes. You can be you. Fresh-thinking comes when everyone is encouraged to share their ideas and unique perspectives. You will be valued for your unique skills, ideas and abilities. When you’re at the table, we expect you to contribute by ensuring that all opinions are heard and respected. If you want a career where everyone has the support to achieve their highest potential, visit www.onedigital.com/careers or follow us on LinkedIn.