Fierce Advocates of Health, Success and Financial Security
Account Manager
Location
Pennsylvania
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Account Manager
OneDigital
• 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
Job Requirements
- 3+ years’ experience in account management or in a consultative role
- Strong organizational skills
- Must be self-motivated and disciplined, with a strong sense of ownership
- Excellent written and verbal communication skills
- Must be very detail-oriented
- Demonstrate leadership capabilities and collaborative mindset
- Ability to thrive in fast-paced environment and balance competing priorities
- 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
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
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