Key skills
CRMAccount Management
About this role
Role Overview
- responsible for retaining clients and their existing book of business
- oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
- communicate OneDigital’s value proposition and latest industry trends to active clients
- Develop sophisticated benefit design and renewal strategies and drive the development of solutions to address complex client issues
- Work closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, open enrollment strategy and post-renewal analysis
- Determine the scope of services to be provided to clients
- Clearly establish and communicate timelines with clients and keep involved parties updated
- Maintain accountability for revenue and profitability for client accounts
- Monitor project success in terms of scope, budget, timeliness, and client satisfaction
- Oversee onboarding of new clients by collaborating with client service teams to establish implementation plan and timelines
- Ensure client service teams exceed expectations
- Grow book through cross-selling opportunities
- Cultivate strong relationships with clients and carriers
- Establish effective carrier/vendor relationships for benefits procurement and administration
- Attend carrier events for knowledge updates and relationship maintenance
- Ensure accuracy of client data in CRM
- Remain knowledgeable on compliance issues governed by legislation and regulations impacting health and welfare plans
Requirements
- 3+ years’ of benefits consulting experience, required
- Bachelor’s Degree, preferred
- Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products
- Must have a practical knowledge of quoting process and tools
- Must be proficient in Microsoft Excel and familiar with database applications
- Valid life and health insurance license, required
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
- variable compensation
- commission
- annual bonus based on your individual performance and/or the company’s performance
- health
- wellbeing
- retirement
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per company policy
- employee perks and discounts