Account Manager - Remote (CST or EST)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. 

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

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:

• Effectively and efficiently supports complex accounts and high-level service deliverables 

• Works closely with Benefits Consultants and/or Senior Account Managers to service assigned book of business  

• Manages day to day tasks related to the development and deployment of client employee benefit packages 

• Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business 

• Completes and/or coordinates quotes and proposals for all new and renewal business 

• Assists with renewals and new business applications  

• Assists with communications, follow-up and distribution of applications to carriers 

• Collects missing information from groups and sends approval letters to clients 

• Updates census, policy information and commissions for all accounts and policies in Microsoft CRM 

• Attaches documents to appropriate client file in Microsoft CRM 

• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed  

• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business 

• Support client relationships through the development of proactive communication

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.

The typical base pay range for this role nationwide is $45,000 to $50,000 per year. 

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

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!