Account Manager - Remote

Digital Insurance LLC; United States; Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development programs

Job summary

OneDigital is hiring an Account Manager to oversee day-to-day management of an assigned book of business in the United States. The AM works with internal service teams, Benefits Consultants, and Client Executives to exceed client expectations and deliver service excellence.

Responsibilities include advising clients, renewing processes, needs analysis, enrollment meetings, and proactive communication. Candidates should have 3+ years in account management, a Life and Health license, and solid MS

Qualifications

• 3+ years’ experience in account management or in a consultative role.
• Current Life and Health license.
• Thorough knowledge of health and ancillary products.
• Working knowledge of Microsoft Office products.
• Bachelor’s Degree preferred.
• Experience with broker agency or benefit administration firm preferred.

Responsibilities

• Manages and maintains assigned book of business.
• Advises clients in reducing costs while offering competitive benefits options.
• Builds relationships with clients through proactive communications.
• Leads enrollment meetings and renewal processes with internal teams.
• Communicates insights on trends and industry changes.
• Provides leadership within the extended service team.

Skills

Client relationship management

Communication skills

Leadership

Organizational skills

Strategic advisement

Detail oriented

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people‑first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

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:

• 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 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 $75,000 to $85,000 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 Francisco 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.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

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. 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! OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is "a career of consequence." We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network

We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total‑wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn