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: 

Summary:

The Account Manager (AM) is aligned a book of business and works alongside the Benefits Consultant (who has direct ownership of the client book) serving as the Operation Liaison between consultants, clients and OneDigital’s operational (shared services) teams. They are responsible for managing workflow routines associated with model service delivery and associated operational items that support client retention efforts and directs administrative requests through proper channels for execution and delivery associated with renewal management, new product implementation, escalated issue resolution, client record data integrity, benchmarking requests, carrier engagement, etc.

Essential Duties and Responsibilities (include but are not limited to):

• Works closely with Benefits Consultants to service assigned book of business

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

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

• 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

• Monitor and maintains the Mail Folder

• 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 applications 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 communications

• Comfortable conducting client education and service transactions via email and telephone

• Assists clients with 5500 form filings, as applicable

• May be required to travel for training or conference, which may require overnight stay.

Qualifications, Skills and Requirements:

• Effective relationship builder

• Positive attitude

• Ability to be flexible and adapt easily to change and a fast-paced environment

• Self-motivated qualities, personal empowerment, able to take initiative without being asked

• Possess excellent written and verbal communication skills

• Possess strong organizational skills

• Detail-oriented

• Demonstrate leadership capabilities, such as decision making, problem solving and accountability

Education, Training and Experience:

• 2+ years’ applicable job experience

• Proficient with Microsoft Office products

• Working knowledge of all Microsoft Office products (most important, Excel and PowerPoint)

• Prior experience in broker agency or benefit administration firm

• Familiarity with employee benefits and group insurance products

• Excellent Customer Service skills

• Bachelor’s Degree, preferred

• Familiarity with database applications, a plus

• Current Life and Health license

The typical base pay range for this role nationwide is $60,000 to $70,000 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.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!