Account Manager

4 weeks ago

Other US Location OneDigital Health Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's 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's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" 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:

Account Managers have a key role in delivering OneDigital's value proposition. They are critical players in developing client relationships and in overall client retention. Account Managers partner with a Client Service Team to retain a shared book of business.

Account Managers are knowledgeable about every component of their clients' benefit programs and other OneDigital business vertical services. They meet with client teams to plan and execute critical components of the strategic plan for client's benefit programs. Account Managers project manage the client's annual open enrollment and renewal implementation process. Account Managers develop and implement customized communication strategies including communication modes, tools, vendors, and Open Enrollment and New Hire Orientation meetings. This role also coordinates client's wellbeing initiatives and incorporates this into the overarching communication strategy. Account Managers help facilitate the support of a client's benefit enrollment system.

Account Managers are responsible for responding to client day-to-day needs, handling escalations, and creating solutions to meet and exceed client expectations.

Account Managers partner with a cross-section of internal teammates and external vendor partners to meet client deliverables.

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

  • Works as a part of a team to effectively retain a book of business.
  • Builds excellent client and vendor partner relationships.
  • Assesses the nature of a problem and works toward a quick resolution.
  • Effectively communicates with all members of the client team, keeping them informed of key developments, delays, and client requests.
  • Communicates clear timelines for client's open enrollment and renewal implementation.
  • Knowledgeable about, and stays current on, employee communication, wellbeing, and benefits administration best practices, vendors, tools, and solutions.
  • Updates OneDigital's internal system of record to document client work, meetings, project status, client-related documents, and other client details.
  • Educates clients' employees on employee benefits, wellbeing programs, and how to enroll.
  • Effectively project manages open enrollment, new hire orientations, wellbeing programs, communications, and benefit administration needs.
  • Guides and directs the work of the Communications team for development of client deliverables including booklets, brochures, flyers, postcards, benefits-at-a-glance, custom animated videos, and more.
  • Conducts working sessions with clients to gather, understand, and analyze business requirements, including future client benefit plans, enrollment processes, necessary eligibility and integration needs with other vendors and carriers.
  • Provides clients with visibility of employer compliance requirements and timelines.
  • Effectively project manages implementation of new policies.
    Ensures employer and employee policy applications and amendments are completed timely and accurately. Ensures that contracts that are issued comply with sold policies.
  • Travels independently as needed to meet with clients and host employee group meetings.
  • Point of escalation for plan implementation, open enrollment, and other client-related issues.
  • Completes other duties as assigned.
  • Finds a better way; promotes and recommends ideas for improvement.
  • Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
  • Uses tools and systems (e.g. D365, MS Word, Excel, etc.) to enhance the job.
  • Maintains a positive can-do attitude.

Qualifications, Skills and Requirements:

  • Works independently, with little day-to-day direct supervision.
  • Expert relationship skills. Builds trust and rapport with clients, teammates, and vendors.
  • Excellent communication skills (listens, speaks, and writes well); able to interact effectively with people of all levels of responsibility and authority.
  • Adept at public speaking and making group presentations.
  • Highly organized.
  • Manages multiple projects and deadlines effectively.
  • Works effectively in a fast-paced environment.
  • High level of resiliency.
  • Skillful at proactively identifying potential issues and developing solutions.
  • Proficient in MS Office (Excel, PowerPoint, Outlook). Experience with Brainshark preferred.
  • Welcomes change.
  • Behavior exemplifies the OneDigital shared values.
  • This position involves light lifting and transporting of boxes that may weigh up to 25 pounds each.
  • This position will require getting to and from client locations and physical office. For that, reliable transportation and punctuality is required.

Education, Training and Experience:

  • Two or more years of experience in health & welfare benefits.
  • An earned Individual Producers License in Health and Life Insurances or obtain within 90 days of employment (first exam attempt must be completed within 60 days of employment)
  • At minimum, High school diploma required.
  • College degree and any other professionally related designations are preferred

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:

Thank you for your interest in joining the OneDigital team

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