Job Description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that\xe2\x80\x99s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other\xe2\x80\x99s truest selves.

We understand that pursuing a new job is a big deal. Maybe you\xe2\x80\x99re afraid you won\xe2\x80\x99t fit in. Well, here\xe2\x80\x99s the good news. For us, the days of \xe2\x80\x9cfit in to get in\xe2\x80\x9d are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:
Summary:
The Account Manager (AM) supports the sales and client management staff with group enrollment, renewal processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness. The AM works closely and collaboratively with the internal service teams, Benefits Consultants, Sr. Account Mangers, and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients\xe2\x80\x99 main point of contact for service needs.

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

• Manages day to day client issues
• Effectively and efficiently supports complex accounts and high-level service deliverables
• Works closely with Benefits Consultants and/or Senior Account Managers to service assigned book of business
• Manages day to day tasks related to the development and deployment of client employee benefit packages
• Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Assists with renewals and new business applications
• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Updates census, policy information and commissions for all accounts and policies in Microsoft CRM
• Attaches applications to appropriate client file in Microsoft CRM
• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
• Support client relationships through the development of proactive communications
• Comfortable conducting client education and service transactions via email and telephone
• Assists clients with 5500 form filings, as applicable
• Ability to travel for client meetings, training, conferences, etc. Travel may require overnight stays.
• Follows-up on service issues or coordinates through Advanced Resolution Team (ART), and acts as phone back-up for call overflow

Qualifications, Skills and Requirements:

• Effective relationship builder
• Positive, can-do attitude
• Ability to be flexible and adapt easily to change and a fast-paced environment
• 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
• Spanish speaking a plus
• Ability to present effectively to audiences of all sizes, preferred

Education, Training and Experience:

• 2+ years\xe2\x80\x99 applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Working knowledge of all Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with employee benefits and group insurance products, preferred
• Proven track record in customer service, preferred
• Bachelor\xe2\x80\x99s Degree, preferred
• Familiarity with database applications, a plus
• Current Life and Health license, preferred (must obtain within 90-days of employment)

Other:
Licensed role

Thank you for your interest in joining the OneDigital team!