Senior Account Manager - Hybrid (Cleveland, OH)

Sr. Account Manager

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:

Summary: The Sr. 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.

Essential Duties and Responsibilities (include but are not limited to):

• 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 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.
• Assists clients with 5500 form filings, as applicable.
• Assists in growing the book of business through cross-sale opportunities when available.
• Builds 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.
• Champion convergence initiatives among various verticals within OneDigital, nurturing relationships and innovating ideas that foster business development opportunities and enhance client retention.

Qualifications, Skills and 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

Education, Training and Experience:

• 5+ 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, including self-funded health plans; 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.

OneDigital 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.