Account Manager - Remote (Pennsylvania)

Responsibilities

• Manages and maintains assigned book of business, including but not limited to RFP activity, client implementations and escalated service topics.
• Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities.
• Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes.
• Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients.
• Manages the sold case process for all assigned accounts.
• Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps.
• Builds relationships with brokers through proactive communications.
• Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry.
• Advises clients in reducing costs while offering competitive benefits options.
• Affords cross-sale opportunities when available.
• Effectively and efficiently manages complex accounts and high-level service deliverables.
• Provides leadership within the extended service team and has a strong sense of ownership.

  Requirements

  • Must be self-motivated and disciplined, with a strong sense of ownership.
  • Possess excellent written and verbal communication skills.
  • Possess strong organizational skills, including the ability to exercise independent judgement and thinking to scenarios.
  • Must be very detail-oriented.
  • Demonstrate leadership capabilities and collaborative mindset.
  • Ability to work with clients at a strategic level.
  • Ability to thrive in fast-paced environment and balance competing priorities.

  Experience

  • 3+ years’ experience in account management or in a consultative role, required.
  • Familiarity and practical knowledge of quoting process and tools, preferred.
  • Bachelor’s Degree, preferred.
  • Experience with database applications, a plus.

  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 the Role

  The Account Manager is responsible for day-to-day management of their assigned book of business, serving our broker partners' sales and service needs within our General Agency. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives and other internal partners to ensure marketing, implementation and service deliverables for our ancillary lines of coverage meet and exceed client expectations. The AM serves as the clients' main point of contact for benefit marketings, RFP status, implementations and escalated service issues.

  Qualifications

  • Must be self-motivated and disciplined, with a strong sense of ownership.
  • Possess excellent written and verbal communication skills.
  • Possess strong organizational skills, including the ability to exercise independent judgement and thinking to scenarios.
  • Must be very detail-oriented.
  • Demonstrate leadership capabilities and collaborative mindset.
  • Ability to work with clients at a strategic level.
  • Ability to thrive in fast-paced environment and balance competing priorities.

  Skills

  • Self-motivation and discipline.
  • Excellent written and verbal communication skills.
  • Strong organizational skills, including the ability to exercise independent judgement and thinking to scenarios.
  • Very detail-oriented.
  • Leadership capabilities and collaborative mindset.
  • Ability to work with clients at a strategic level.
  • Ability to thrive in fast-paced environment and balance competing priorities.

  Pay

  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

  Our schedule is flexible to accommodate the needs of our employees and clients. We strive to provide a work-life balance that allows you to excel in your role while maintaining a healthy personal life.

  Benefits

  • We 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.

  Company Information

  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.

  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.