Account Manager - Remote (Texas)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 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 (AM) is aligned a book of business and works alongside the Benefits Consultant (who has direct ownership of the client book) serving as the Operation Liaison between consultants, clients and OneDigital’s operational (shared services) teams. They are responsible for managing workflow routines associated with model service delivery and associated operational items that support client retention efforts and directs administrative requests through proper channels for execution and delivery associated with renewal management, new product implementation, escalated issue resolution, client record data integrity, benchmarking requests, carrier engagement, etc.Essential Duties and Responsibilities (include but are not limited to): Works closely with Benefits Consultants to service assigned book of businessMaintains a detailed timeline of project deliverables & responsible parties for assigned book of businessManages day-to-day tasks related to the development and deployment of client employee benefit packagesCompletes and/or coordinates quotes and proposals for all new and renewal businessAssists with renewals and new business applications • Assists with communications, follow-up and distribution of applications to carriers • Monitor and maintains the Mail FolderCollects missing information from groups and sends approval letters to clientsUpdates census, policy information and commissions for all accounts and policies in Microsoft CRMAttaches applications to appropriate client file in Microsoft CRMAssists in preparation for open enrollment meetings; may be asked to facilitate as neededCoordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of businessSupport client relationships through the development of proactive communicationsComfortable conducting client education and service transactions via email and telephoneAssists clients with 5500 form filings, as applicableMay be required to travel for training or conference, which may require overnight stay.Qualifications, Skills and Requirements: Effective relationship builderPositive attitudeAbility to be flexible and adapt easily to change and a fast-paced environment • Self-motivated qualities, personal empowerment, able to take initiative without being askedPossess excellent written and verbal communication skillsPossess strong organizational skillsDetail-orientedDemonstrate leadership capabilities, such as decision making, problem solving and accountabilityEducation, Training and Experience: 2+ years’ applicable job experienceProficient with Microsoft Office productsWorking knowledge of all Microsoft Office products (most important, Excel and PowerPoint)Prior experience in broker agency or benefit administration firmFamiliarity with employee benefits and group insurance productsExcellent Customer Service skillsBachelor’s Degree, preferredFamiliarity with database applications, a plusCurrent Life and Health licenseThe typical base pay range for this role nationwide is $60,000 to $90,000 per year. 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/careersOneDigital 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, sexua