Account Manager - Hybrid (Franklin, TN)

Employee Benefits

The core of our business is our commitment to employee benefits. We provide a wide range of insurance solutions to over 100,000 employers, focusing on peace of mind for their employees.

Account Manager

The Account Manager is responsible for managing and maintaining the assigned book of business, serving as the primary point of contact for clients, and collaborating with internal teams to ensure service deliverables meet client expectations.

• 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 ERISA compliance, including Form 5500, wrap documents and PCORI fees, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Buils 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 of experience in account management for a medical or ancillary carrier, consulting firm or in an HR/benefits role, required
• Current Life and Health license, preferred
• Thorough knowledge of health and ancillary products, required
• Working knowledge of all Microsoft Office products, required
• Familiarity and practical knowledge of quoting process, preferred
• Experience with database applications, a plus

Pay and 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 based on your individual performance and/or the company’s performance. 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.

About OneDigital

We are an equal opportunity employer committed to celebrating diversity and inclusion. 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. We are also committed to complying with all applicable laws prohibiting discrimination in employment.

Artificial Intelligence

We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process, including 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.