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Digital Insurance LLC
Walnut Creek, CA | Full Time
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Account Manager (Hybrid)
Digital Insurance LLC Walnut Creek, CA
Full Time 7 Months Ago
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Digital Insurance LLC is Hiring an Account Manager (Hybrid) Near Walnut Creek, CA

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 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. Responsibilities include: Manages and maintains assigned book of business Serves in an advisory capacity for clients; Delegates work assignments to internal service team members Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process Manages day to day client issues Conducts needs analysis and strategy calls Conducts enrollment meetings as needed Conducts regular face-to-face meetings with clients Advises clients in reducing costs while offering competitive benefits options Assists clients with 5500 form filings, as applicable Assists in growing the book of business through cross-sale opportunities when available Builds relationships with clients through proactive communications Communicates and educates clients on latest trends, concerns and changes in the industry Effectively and efficiently manages complex accounts and high-level service deliverables Provides leadership within the extended service team Requirements Include: 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 Experience: 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. Thank you for your interest in joining the OneDigital team!

Job Summary

JOB TYPE

Full Time

POST DATE

09/30/2022

EXPIRATION DATE

12/12/2022

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The job skills required for Account Manager (Hybrid) include Account Management, Leadership, Microsoft Office, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Manager (Hybrid). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Manager (Hybrid). Select any job title you are interested in and start to search job requirements.

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