Account Manager - Hybrid (Berwyn, PA)

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: 

The Account Manager is responsible for day-to-day management of their assigned book of business. The Account Manager works closely and collaboratively with the Client Experience teams, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The Account Manager serves as the clients’ main point of contact for any benefit related service needs. They will also effectively communicate OneDigital’s value proposition and latest industry trends.

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

• Book of Business - manages and maintains assigned Book of Business and serves in an advisory capacity for clients

• Work Assignments - delegates work assignments to Client Experience team members.  Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.

• Client Experience - manages day to day client issues; conducts needs analysis and strategy calls; assists clients with 5500 form filings, as applicable

• Client Experience Best Practices – closely adhere to the 7 Client Experience Business Process Logic Flows and ensure the same from other Account Team members.

• Client Education - communicates and educates clients on latest trends, concerns, and changes in the industry.  Advises clients in reducing costs while offering competitive benefits options.

• Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes

• Client Communication - builds relationships with clients through proactive communications; conducts regular face-to-face meetings with clients

• Cross-Solve - assists in growing the Book of Business through upselling and cross-solving opportunities when applicable.

• Manage Complex Accounts - effectively and efficiently manages complex accounts and high-level service deliverables

• Leadership - provides leadership within and across the Client Experience & Sales teams.

• Open Enrollment - conducts client open enrollment meetings as needed and assists in client relationship meetings which may include preparation of presentation materials.

Qualifications, Skills and Requirements:

• Must be self-motivated and disciplined

• Demonstrate leadership capabilities

• Possess excellent written and verbal communication skills

• Possess strong organizational skills

• Leadership capabilities

• Ability to thrive in fast-paced environment

• Ability to work with clients at a strategic level

• Prior experience in broker agency or benefit administration firm

• Thorough knowledge of health and ancillary products

• Familiarity and practical knowledge of quoting process and tools

Education, Training and Experience:

• Bachelor’s Degree, preferred

• 2+ years’ experience in account management or in a consultative role, required

• Current Life and Health license, required

• Every 2 years 24 Hours of Continuing Professional Education credits to maintain license

• Intermediate knowledge of all Microsoft Office products; required  

• Experience with database applications, a plus.

Other:

• Licensed role

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: www.onedigital.com/careers

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

City of Los Angeles

County of Los Angeles

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.

Thank you for your interest in joining the OneDigital team!