Account Manager - Hybrid (Chicago, IL)
About the role
Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.
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
- Affords clients with 5500 form filings, as applicable
- Affords clients with cross-sale opportunities when available
- Buys 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, 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
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
Education, Training and 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
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 and may receive employee perks and discounts
Pay
The typical base pay range for this role nationwide is $80,000.00 to $90,000.00 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.
Schedule
We offer flexible schedules to accommodate your needs.