Account Manager - Remote (CST or EST)

As an Account Manager at OneDigital, your primary responsibilities include managing a designated book of business and serving as the main point of contact for clients. You'll work closely with Benefits Consultants and Senior Account Managers to ensure that complex accounts receive the attention they deserve. Your duties will also involve coordinating quotes and proposals, assisting with renewals, and supporting clients through effective communication. Strong organizational skills and attention to detail are vital for maintaining project timelines and ensuring high-level service deliverables. If you're a self-motivated individual who thrives on building strong client relationships, you'd be a great fit!

To qualify for the Account Manager position at OneDigital, candidates must possess a minimum of 3 years of experience in account management or a consultative role, along with a current Life and Health license. Additionally, a comprehensive understanding of health and ancillary products, coupled with proficiency in Microsoft Office products, is required. Familiarity with the quoting process and database applications is a plus. While a Bachelor’s Degree is preferred, what matters most is your ability to communicate effectively and demonstrate leadership skills while providing exceptional service to clients.

A typical day for an Account Manager at OneDigital involves a mix of client communications, project management, and collaboration with internal teams. You'll start by reviewing the status of your assigned book of business, addressing any urgent client needs, and communicating with both clients and colleagues. Over the course of the day, you'll also engage in activities like preparing for open enrollment meetings, sending necessary documentation to carriers, and updating client information in Microsoft CRM. The role requires you to be detail-oriented and proactive in ensuring that everything runs smoothly for your clients, all while working in a fast-paced, supportive environment.

OneDigital supports its Account Managers by providing comprehensive training and resources, along with a collaborative work environment. You'll have access to a strong internal service team and Benefits Consultants who are equally dedicated to client success. The company also invests in ongoing professional development opportunities, ensuring that you can continually enhance your skills and stay current with industry trends. Additionally, with a culture that values diversity, equity, and inclusion, being part of OneDigital means you'll be encouraged to bring your full self to work while contributing to a positive team dynamic.

Account Managers at OneDigital have numerous opportunities for career growth and advancement. With an emphasis on professional development, the company encourages its employees to pursue further education and certifications. High-performing Account Managers can progress into senior roles, such as Senior Account Manager or Benefits Consultant, where they can lead more complex accounts and projects. By engaging in ongoing training and participating in company initiatives, you can expand your expertise and make a significant impact within the organization while carving out a fulfilling career path.

When discussing your account management experience, highlight specific roles where you've handled client relationships, managed project deliverables, or developed client benefit packages. Be sure to mention how you overcame challenges and met client expectations, tying those experiences to how they would allow you to succeed as an Account Manager at OneDigital.

To effectively answer this question, explain your approach to task management. Discuss the importance of creating a detailed timeline for project deliverables, using organizational tools to keep track of client needs, and communicating proactively with clients. Providing a specific example of how you made a strategic decision to prioritize workload will really showcase your skills.

In answering this question, stress your commitment to client satisfaction and communication. Detail a specific instance where you successfully navigated a difficult client situation, focusing on how you listened to their concerns, found a resolution, and ensured they felt valued. This shows your ability to maintain strong relationships even during challenging times.

Explain the strategies you employ for ensuring clear communication with clients. This might include active listening, asking clarifying questions, following up regularly, and customizing your communication style to suit the client. Providing a few examples of how these strategies have led to successful outcomes will illustrate your communication skills.

Share your methods for staying organized, which may include utilizing project management software, creating to-do lists, or setting reminders for deadlines. Provide an example of a time when your organizational skills enabled you to meet a challenging deadline or manage a workload effectively.

Discuss your familiarity with the quoting process and any tools you've used in previous roles. Explain how you gather necessary information from clients, conduct market research to ensure competitive quotes, and present those quotes to clients in a way that addresses their needs. You can also highlight any positive results from previous quoting processes you’ve conducted.

To answer this, familiarize yourself with the types of health and ancillary products OneDigital provides. Share what you know about the benefits of these products and how they can be positioned to meet client needs. Demonstrating a solid understanding of these offerings shows your preparedness for the role.

Discuss the importance of compliance in account management and your methods for staying informed about industry regulations. You can mention any training or certifications you've undertaken and how you apply this knowledge to ensure that all processes and documentation meet regulatory standards.

Using the STAR method (Situation, Task, Action, Result), explain a project you managed, detailing your role and the outcomes. Focus on how your efforts positively impacted clients and what skills you used that are relevant to the Account Manager position at OneDigital.

Your answer should reflect your understanding of OneDigital’s mission and values. Discuss your admiration for their focus on employee benefits and their commitment to client satisfaction. Emphasize how you see yourself contributing to their success while growing in your career within a supportive and innovative environment.