Account Manager

Account Manager

Summary: 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 Senior Account Manager 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.

• Take the lead in routine/general claim issues with oversight from Sr. Account Manager/Benefits Consultant
• Proactively update/create open enrollment communications
• Develop client communications to specifically address client needs
• Market lines of coverage with guidance from Benefit Consultant
• Present at client and open enrollment meetings
• Update client renewal spreadsheets and presentations per Benefit Consultant
• Request and review Plan Documents
• Request/run analytics reports
• Understand/run Medical Loss Rebate (MLR) distribution reports
• Absist with billing issues and audit client bills
• Distribute Centers for Medicare & Medicaid Services (CMS) notice to clients
• Manage new group/new carrier implementation process (setting up calls, collecting paperwork, checking rates and benefits for accuracy, following up with client/group as needed, etc.)
• Develop survey questions and analyze results – present findings to client
• Leverage AI to improve processes and create value for clients

Qualifications, Skills and Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Ability to thrive in fast-paced environment

Education, Training and Experience

• 0-2 years’ experience in account management or in a consultative role, preferred
• Desire to obtain Life and Health license in 90 days, required
• Working knowledge of all Microsoft Office products; required
• Bachelor’s Degree, preferred
• Experience with database applications, a preferred

Pay

The typical base pay range for this role nationwide is $60,000 to $65,000 per year. 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.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• You will receive reimbursement of job-related expenses per the company policy
• May receive employee perks and discounts

About the Role

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 Senior Account Manager 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

Take the lead in routine/general claim issues with oversight from Sr. Account Manager/Benefits Consultant
Proactively update/create open enrollment communications
Develop client communications to specifically address client needs
Market lines of coverage with guidance from Benefit Consultant
Present at client and open enrollment meetings
Update client renewal spreadsheets and presentations per Benefit Consultant
Request and review Plan Documents
Request/run analytics reports
Understand/run Medical Loss Rebate (MLR) distribution reports
Assist with billing issues and audit client bills
Distribute Centers for Medicare & Medicaid Services (CMS) notice to clients
Manage new group/new carrier implementation process (setting up calls, collecting paperwork, checking rates and benefits for accuracy, following up with client/group as needed, etc.)
Develop survey questions and analyze results – present findings to client
Leverage AI to improve processes and create value for clients

Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Ability to thrive in fast-paced environment

Qualifications

• 0-2 years’ experience in account management or in a consultative role, preferred
• Desire to obtain Life and Health license in 90 days, required
• Working knowledge of all Microsoft Office products; required
• Bachelor’s Degree, preferred
• Experience with database applications, a preferred

Pay

The typical base pay range for this role nationwide is $60,000 to $65,000 per year. 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.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• You will receive reimbursement of job-related expenses per the company policy
• May receive employee perks and discounts

OneDigital

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

Equal Opportunity Employer

We believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Artificial Intelligence

We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.