Employee Benefits Account Manager

Overview

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup’s company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following:

Knowledge Development - Professional growth but also understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.

Big Picture – How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.

Acknowledgement – Recognize others contributions, appreciate what others do and their strengths.

Transparency – An environment that encourages open communication and feedback.

Bigger Purpose – How do we become more than just an insurance company to our clients? We seek to enhance our client’s businesses, support their mission, and understand their challenges.

Responsibilities

Work with consultants and clients to ensure the timely and successful delivery of our employee benefit and/or Human Resource solutions. The Account Manager will be responsible for managing and growing a portfolio of clients. This role involves building and maintaining strong client and carrier relationships, providing excellent customer service and support designed to meet client needs and objectives. This role also provides support to consultants and team members on projects, departmental initiatives, as well as sales initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Develop and maintain strong relationships with clients, acting as their primary point of contact for all benefits-related matters.
• Conduct thorough assessments of clients’ benefits needs and recommend customized solutions that align with their goals and budget.
• Collaborate with clients to design and implement employee benefits plans, including health, dental, vision, life insurance, and other ancillary benefits or insurance programs.
• Manage the renewal process for existing clients, negotiating with carriers to secure the best rates and coverage options.
• Assists consultants and producers with renewals, product applications and contract paperwork as needed.
• Assist client teams with review of healthcare claims data to identify cost drivers and provide data-driven insights to optimize benefits plans and manage costs effectively.
• Ensure that carriers and vendor partners are performing services expected and in the best interest of the client.
• Track key account metrics and provide timely reporting updates.
• Interface with carriers/vendors to ensure accurate and timely responses to client inquiries.
• Schedule regular meetings with clients and vendors.
• As applicable, develop an understanding of all benefit programs offered and underwriting guidelines of the various employee benefit carriers.
• Provide general guidance on regulations and legislative matters.
• As applicable, understand HR concepts and trends to be able to share with client.
• Create and deliver open enrollment or other presentations for clients.
• Provide ongoing education and support to clients, helping them understand their benefits options and make informed decisions.
• Provide customer service with problem solving and troubleshooting for clients and employees/members as requested. Handle member claims issues.
• Participate in client calls and meetings.
• Understand employee benefit products, services and resources, including carrier and client tools.
• Support the team on various projects and participate as contributing member of team in client initiatives.
• Participate in sales initiatives and cross selling programs and marketing events.
• Stay up to date with industry trends, market developments, program changes or laws and regulations that affect benefit programs to provide clients with most current and relevant information.
• Foster an environment that upholds the OneGroup Way.
• Other related duties as assigned.

Qualifications

Education

• Four year College Degree in Business, Finance, or a related field preferred.

Professional Certifications/Licenses

• NY Life and Health License preferred, if role is focused on Benefits
• SHRM-CP preferred, if role is focused on HR Consulting

Experience/Skills

• 3-5 years’ experience in Employee Benefits, Insurance Brokerage, or HR, depending on role
• Account Management experience preferred
• Excellent written and communication skills
• Proven ability to manage multiple clients and projects simultaneously
• Skills in related technology, Microsoft office, Excel, PowerPoint, Copilot, etc.
• Committed to providing excellent customer service
• Work independently and be resourceful in supporting projects and tasks
• Excellent organizational skills
• Ability to work effectively and efficiently with team members
• Excellent presentation skills
• All applicants must be 18 years of age or older.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $66,000.00/Yr.

Maximum

USD $108,804.00/Yr.