Account Manager - Remote (PST)

Employee Benefits

The core of our business is Employee Benefits and at OneDigital, we are a people-focused organization. We help over 100,000 employers provide peace of mind to their employees through various insurance solutions.

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Led the renewal process and benefits strategy; collaborates with Client Executives as appropriate
• 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
• Owns compliance-related items and obligations for assigned clients, including 5500 form filings and other regulatory requirements, 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

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
• 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
• Experience with database applications, a plus

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 to $90,000 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.