The Associate Account Manager (AAM) works closely and collaboratively with the internal Benefits Consultants and/or Client Executives and service team to ensure both new business and renewal service deliverables meet and exceed client expectations.
Essential Duties and Responsibilities (include but are not limited to):
Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
Generate RFPs, market benefits to competing insurers, and follow up/collect bids
Analyze bids received and generate renewal/new sales proposals
Complete new business & renewal paperwork with clients
Submit and follow-up on new business & renewal submissions to insurers
Update Benefit Guides & provide clients with annual renewal compliance items
Assists clients with 5500 form filings, as applicable
Assist with building and managing of Benefit portals
Closing out renewals in CRM/D365 system
Assists with employee open enrollment presentations
Qualifications, Skills and Requirements:
Strong attention to detail
Proficient in Microsoft Office including Excel and Word
Familiar with database applications
Excellent written and verbal communication skills
Ability to build strong lasting relationships
Strong organizational skills
Must be self-motivated and disciplined
Ability to thrive in fast-paced environment
Education, Training and Experience:
Prior experience in group benefits, preferred but not required
Thorough knowledge of health and ancillary products; preferred but not required
Working knowledge of all Microsoft Office products; required
Familiarity and practical knowledge of quoting process and tools; preferred but not required
Experience with database applications, preferred but not 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
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service and Administrative
Industries
Insurance and Business Consulting and Services
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