Senior Account Manager - Hybrid (Addison, TX)

Employee Benefits

The core of our business is Employee Benefits, and we are a people-focused organization dedicated to helping our clients provide peace of mind to their employees through comprehensive health, pharmacy, disability, vision, and dental insurance solutions. We differentiate ourselves by offering a wide range of services and tools, along with a dedicated team of advisors who genuinely care about our clients.

Our Newest Opportunity

We are currently seeking a Sr. Account Manager to join our team. This role involves managing and maintaining a book of business, serving as an advisor, delegating tasks, and collaborating with internal teams to ensure service deliverables meet client expectations. Key responsibilities include:

• Managing and maintaining assigned book of business
• Serving in an advisory capacity for clients
• Delegating work assignments to internal service team members
• Working closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Managing day-to-day client issues
• Conducting needs analysis and strategy calls
• Conducting enrollment meetings as needed
• Conducting regular face-to-face meetings with clients
• Advising clients in reducing costs while offering competitive benefits options
• Aiding clients with 5500 form filings, as applicable
• Aiding in growing the book of business through cross-sale opportunities when available
• Building relationships with clients through proactive communications
• Communicating and educating clients on latest trends, concerns, and changes in the industry
• Effectively and efficiently managing complex accounts and high-level service deliverables
• Providing leadership within the extended service team

Requirements

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

Experience

• 5+ years’ experience in account management or in a consultative role
• Prior experience in 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
• Familiarity and practical knowledge of quoting process and tools

Benefits

• Base pay dependent on skills, education, qualifications, professional experience, and location
• Variable compensation, commission, and/or annual bonus based on individual performance and/or company performance
• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Job-related expense reimbursement
• Employee perks and discounts

About OneDigital

OneDigital is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate and respect our differences, ensuring that our people feel seen, valued, respected, and supported. We adhere to all relevant fair chance ordinances and comply with all criminal history inquiry laws in the jurisdictions where we operate.

Artificial Intelligence

We utilize advanced AI technologies to enhance our recruitment process, including filtering candidates based on qualifications and rediscovering potential candidates from our existing applicant pool. While AI plays a crucial role, it does not replace the human touch in our hiring process. If you have concerns about our use of AI, you may opt out where laws allow.