Employee Benefits Account Manager - Hybrid (Phoenix, AZ)
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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 medical funding and risk strategies, required
- Working knowledge of benefits compliance, required
- Ability to confidently present client experience data and recommended strategies, required
- Working knowledge of all Microsoft Office products, required
- Familiarity and practical knowledge of quoting process and tools, required
- Bachelor's Degree, preferred
- To learn more, visit: www.onedigital.com/careers
- 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 rig
Benefits
Additional Information
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 include: Manage, maintain and ensure overall retention of assigned book of business Provide stewardship of all client deliverables and strategy execution Advise clients in reducing costs while offering competitive benefit options Build relationships with clients through proactive communication Collaborate with internal service and strategic team members as needed Work closely with Producer and Market Analyst to manage the entire renewal and marketing process Effectively and efficiently manage complex accounts and high-level service deliverables Conduct regular face-to-face meetings with clients including needs analysis and strategy discussions Conduct enrollment meetings as needed Assist clients with compliance tasks, as applicable Manage day-to-day client issues, escalate with carrier/vendors as necessary Assist in growing the book of business through cross-sale opportunities when available Communicate and educate clients on latest trends, concerns and changes in the industry Provide leadership within the extended service team Requirements Include: Ability to work with clients at a strategic level Ability to thrive in 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
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