Account Manager - Hybrid; Pensacola, FL

Position Overview

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.

• Manage and maintain assigned book of business
• Serve in an advisory capacity for clients
• Delegate work assignments to internal service team members
• Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manage day-to-day client issues
• Conduct needs analysis and strategy calls
• Conduct enrollment meetings as needed
• Conduct regular face-to-face meetings with clients
• Advise clients in reducing costs while offering competitive benefits options
• Assist clients with 5500 form filings, as applicable
• Assist in growing the book of business through cross‑sale opportunities when available
• Build relationships with clients through proactive communications
• Communicate and educate clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manage complex accounts and high‑level service deliverables
• Provide leadership within the extended service team

• 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 a fast‑paced environment
• 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
• Bachelor’s Degree, preferred
• Experience with database applications, a plus

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. Eligible employees receive 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.

One Digital is an equal opportunity employer. One Digital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed service member 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 and 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 Francisco 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. One Digital 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.