Account Manager - Hybrid (Tampa, FL)

About the role

As an Account Manager at OneDigital, you will manage a book of business, serving as the main point of contact for clients' benefit-related service needs. You will collaborate with internal service teams, Benefits Consultants, and Client Executives to ensure service deliverables exceed client expectations and provide advisory support to help clients reduce costs while offering competitive benefits options.

Responsibilities

• Manage and maintain an assigned book of business
• Serve in an advisory capacity for clients and delegate work assignments to internal service team members
• Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Handle day-to-day client issues and conduct needs analysis and strategy calls
• Conduct enrollment meetings and regular face-to-face meetings with clients
• Advise clients on reducing costs while offering competitive benefits options
• Assist clients with 5500 form filings, as applicable
• Identify and pursue cross-sale opportunities to grow the book of business
• Build client relationships through proactive communications
• Educate clients on the latest industry trends, concerns, and changes
• Manage complex accounts and high-level service deliverables
• Provide leadership within the extended service team

Requirements

• 3+ years’ experience in account management or a consultative role
• Prior experience in a 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

Skills

• Self-motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills and detail-oriented
• Leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in a fast-paced environment

Qualifications

• Familiarity and practical knowledge of the quoting process and tools (preferred)
• Bachelor’s Degree (preferred)
• Experience with database applications (a plus)

Pay

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. Some roles are eligible for variable compensation, commission, and/or annual bonus based on individual and company performance.

Benefits

• Health, wellbeing, and retirement benefits
• Paid time off and overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts