Account Manager - Hybrid (Charlotte)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.Our Newest Opportunity: The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.Responsibilities:Manages and maintains assigned book of businessServes in an advisory capacity for clients;Delegates work assignments to internal service team membersWorks closely with Benefits Consultants and/or Client Executives to manage the entire renewal processManages day to day client issuesConducts needs analysis and strategy calls Conducts enrollment meetings as neededConducts regular face-to-face meetings with clientsAdvises clients in reducing costs while offering competitive benefits optionsAssists clients with 5500 form filings, as applicableAssists in growing the book of business through cross-sale opportunities when availableBuilds relationships with clients through proactive communicationsCommunicates and educates clients on latest trends, concerns and changes in the industryEffectively and efficiently manages complex accounts and high-level service deliverablesProvides leadership within the extended service teamRequirements:Must be self-motivated and disciplinedPossess excellent written and verbal communication skillsPossess strong organizational skillsMust be very detail-orientedDemonstrate leadership capabilitiesAbility to work with clients at a strategic levelAbility to thrive in fast-paced environmentExperience: 5+ years’ experience in account management or in a consultative role, requiredPrior experience in broker agency or benefit administration firm, requiredCurrent Life and Health license, requiredThorough knowledge of health and ancillary products; requiredWorking knowledge of all Microsoft Office products; required Familiarity and practical knowledge of quoting process and tools; preferredBachelor’s Degree, preferredExperience with database applications, a plus.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.To learn more, visit: 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.OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:City and County of San FrancsicoCity of Los AngelesCounty of Los AngelesEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.In short, we believe in hiring the most qualified applicant for the position, regardless of background.If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.OneDigital understands the immense responsibility and opportunities provided by 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.Thank you for your interest in joining the OneDigital team!SummaryLocation: Charlotte, NC; Raleigh, NC (Parklake Ave)Type: Full time