OneDigital · 1 week ago
Account Manager
Richmond, VA
Full-time
Onsite
Mid Level
$75K/yr - $85K/yr
3+ years expOneDigital is a people-focused organization that provides comprehensive employee benefits solutions to over 100,000 employers. The Account Manager is responsible for managing a book of business, serving as the main point of contact for clients, and ensuring service deliverables meet client expectations.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
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
Qualification
Required
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
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
Preferred
Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor's Degree, preferred
Experience with database applications, a plus
Benefits
Health
Wellbeing
Retirement
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
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