Job description

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 Sr. 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: 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 Requirements: 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: 5 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. 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!

Requirements

Must-haves

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
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

Nice-to-haves

Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor’s Degree, preferred
Experience with database applications, a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

Paid Time Off