Account Manager - Hybrid (Seattle or Tacoma)

$70,000 - $80,000/Yr

One Digital - Seattle, WA

Full-time - Mid Level

Hybrid - Seattle, WA

Professional, Scientific, and Technical Services

About the position

At OneDigital, we are on a mission to help people do their best work and live their best lives. The Account Manager is responsible for day-to-day management of their assigned book of business, working closely 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

• Manages and maintains assigned book of business.
• Serves in an advisory capacity for clients.
• Delegates work assignments to internal service team members.
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.
• Manages day-to-day client issues.
• Conducts needs analysis and strategy calls.
• Conducts enrollment meetings as needed.
• Conducts regular face-to-face meetings with clients.
• Advises clients in reducing costs while offering competitive benefits options.
• Assists clients with 5500 form filings, as applicable.
• Assists in growing the book of business through cross-sale opportunities when available.
• Builds relationships with clients through proactive communications.
• Communicates and educates clients on latest trends, concerns and changes in the industry.
• Effectively and efficiently manages complex accounts and high-level service deliverables.
• Provides leadership within the extended service team.
• Champions convergence initiatives among various verticals within OneDigital.

Requirements

• 5+ 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 Microsoft Office products, required.

Nice-to-haves

• Familiarity and practical knowledge of quoting process and tools, preferred.
• Bachelor's Degree, preferred.
• Experience with database applications, a plus.

Benefits

• Health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts.