Associate Account Manager

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Associate Account Manager

Keller Benefit Services, OneDigital Health & Benefits Company

icon New York, NY, US, 10055

iconFull Time

icon10 July 2024

Job Expired

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 Associate Account Manager (AAM) supports the Senior Benefits Consultant and Account Manager with the day to day management of their assigned book of business and works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. The AAM serves as the clients' secondary point of contact for any benefit - related service needs and are also responsible with supporting client compliance requirements, accuracy of client benefit contracts and accuracy of client deliverables.

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

Responsibilities (Include but are not limited to)

  • Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business

  • Serves in an advisory capacity for clients on day to day issues

  • Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns.

  • Works closely with Senior Benefits Consultant to support the renewal process

  • Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans

  • Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable

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:

  • 2+ years’ 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 benefit administration systems, preferred

Other:

  • Health/Life License required

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

Thank you for your interest in joining the OneDigital team!

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