Account Manager - Hybrid (South Jordan, UT)

Employee Benefits

The core of our business is our commitment to providing comprehensive employee benefits. We serve over 100,000 employers who rely on us to offer essential health, pharmacy, disability, vision, and dental insurance solutions. Our approach is centered around delivering personalized care and support to our clients.

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
• 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

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
• 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

We offer a comprehensive range of benefits including health, wellbeing, retirement, and financial benefits. Eligible employees also receive paid time off, overtime pay for non-exempt employees, and robust learning and development programs. We provide reimbursement for job-related expenses and employee perks and discounts. For more information, visit: www.onedigital.com/careers.

Equal Opportunity Employer

OneDigital is an equal opportunity employer. We celebrate diversity and insist on equity and inclusion. We are committed to creating a culture that supports and respects all our people. We adhere to all relevant laws and regulations regarding fair chance and background checks.

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.