Michaela Gramiak

Experience

1. Account Manager

   OneDigital

   Jan 2025 — Present · Berwyn, PA, US

   Book of Business - manages and maintains assigned Book of Business and serves in an advisory capacity for clientsWork Assignments - delegates work assignments to Client Experience team members. Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.Client Experience - manages day to day client issues; conducts needs analysis and strategy calls; assists clients with 5500 form filings, as applicableClient Experience Best Practices – closely adhere to the 7 Client Experience Business Process Logic Flows and ensure the same from other Account Team members.Client Education - communicates and educates clients on latest trends, concerns, and changes in the industry. Advises clients in reducing costs while offering competitive benefits options.Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changesClient Communication - builds relationships with clients through proactive communications; conducts regular face-to-face meetings with clientsCross-Solve - assists in growing the Book of Business through upselling and cross-solving opportunities when applicable.Manage Complex Accounts - effectively and efficiently manages complex accounts and high-level service deliverablesLeadership - provides leadership within and across the Client Experience & Sales teams.Open Enrollment - conducts client open enrollment meetings as needed and assists in client relationship meetings which may include preparation of presentation materials.

Education

• La Salle University

  Bachelor of Arts (B.A.), Psychology

  2006 — 2010

Skills

• Accounting
• Research
• Insurance
• Microsoft Excel
• Workers Compensation
• Leadership
• Human Resources
• Employee Benefits
• Training
• Marketing
• Retirement Planning
• Accounts Payable
• Auditing
• Microsoft Office
• Sales
• Team Building
• Time Management
• Customer Service
• Invoicing
• Microsoft Word