Account Manager

Overview

The Account Manager is responsible for day‑to‑day management of their assigned book of business. The AM works closely and collaboratively with internal service teams, Benefits Consultants, and Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the client’s main point of contact for benefits‑related service needs.

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

• Self‑motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills
• Highly detail‑oriented
• Demonstrated leadership capabilities
• Ability to work with clients at a strategic level
• Thrives in a fast‑paced environment
• 3+ years of account management or consultative role experience (required)
• Prior experience in a 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 with quoting process and tools (preferred)
• Bachelor’s Degree (preferred)
• Experience with database applications (preferred)

Base pay range: $90,000 to $125,000 per year, dependent on skills, education, qualifications, professional experience, and location. Variable compensation, commission and/or annual bonus may be available based on individual and company performance. Eligible employees receive health, wellbeing, retirement, and other financial benefits, paid time off, and training opportunities. Job‑related expenses are reimbursed.

One Digital is an equal‑opportunity employer and encourages applications from individuals of all backgrounds. The company does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, age, veteran or military status, disability, or any other characteristic protected by law.