Account Manager Hybrid (Cleveland, OH)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day we help over 100000 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:

Summary:

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.

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

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

Qualifications Skills and Requirements:

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

Ability to work with clients at a strategic level

Ability to thrive in fast-paced environment

Education Training and Experience:

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 Microsoft Office products; required

Familiarity and practical knowledge of quoting process and tools; preferred

Bachelors Degree preferred

Experience with database applications a plus.

Other:

Licensed role

Your base pay is dependent upon your skills education qualifications professional experience and addition to base pay some roles are eligible for variable compensation commission and/or annual bonus based on your individual performance and/or the companys 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: 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.

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!