Account Manager - Remote (Pennsylvania)
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AI Summary
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, serving our broker partners’ sales and service needs within our General Agency. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives and other internal partners to ensure marketing, implementation and service deliverables for our ancillary lines of coverage meet and exceed client expectations. The AM serves as the clients’ main point of contact for benefit marketings, RFP status, implementations and escalated service issues.
Responsibilities include:
Manages and maintains assigned book of business, including but not limited to RFP activity, client implementations and escalated service topics.
Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities.
Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes.
Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients
Manages the sold case process for all assigned accounts. Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps.
Builds relationships with brokers through proactive communications.
Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry.
Advises clients in reducing costs while offering competitive benefits options
Assists in growing the book of business through cross-sale opportunities when available
Effectively and efficiently manages complex accounts and high-level service deliverables
Provides leadership within the extended service team and has a strong sense of ownership
Requirements Include:
Must be self-motivated and disciplined, with a strong sense of ownership
Possess excellent written and verbal communication skills
Possess strong organizational skills, including the ability to exercise independent judgement and thinking to scenarios
Must be very detail-oriented
Demonstrate leadership capabilities and collaborative mindset
Ability to work with clients at a strategic level
Ability to thrive in fast-paced environment and balance competing priorities
Experience:
3+ years’ experience in account management or in a consultative role, 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.
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 Francsico
Employment 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!
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