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Account Manager at OneDigital | JobVerse
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Account Manager
OneDigital
Website
LinkedIn
Account Manager
United States
Full Time
2 hours ago
$55,000 - $60,000 USD
H1B Sponsor
Apply Now
Key skills
Leadership
Risk Management
Communication
Account Management
About this role
Role Overview
Manages and maintains assigned book of business
Serves in an advisory capacity for clients
Delegates work assignments to internal service team members
Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
Manages day-to-day client issues
Conducts need analysis and strategy calls
Conducts Open Enrollment meetings
Conduct regular face-to-face meetings with clients
Advises clients in reducing costs while offering competitive benefits options
Assists clients with 5500 form filings, as applicable
Assists in growing the book of business through cross-sale opportunities when available
Build relationships with clients through proactive communication
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
Assists onboarding new CapEd clients
Provides direct support in planning CapEd Annual meeting
Support, lead, and collaborate with CapEd team on new initiatives and risk management strategies
Requirements
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 insurance
wellbeing benefits
retirement plans
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses
employee perks and discounts
Apply Now
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