Employee Benefits Account Manager

OneDigital; California; Remote; USD 70,000 - 85,000; Full time

Job summary

OneDigital in California, remote-enabled, seeks an Account Manager to oversee a book of business and serve as the primary client contact. You will collaborate with service teams, Benefits Consultants, and Client Executives to ensure top-tier service and smooth renewals.

Role requires 3+ years in account management or a consultative role, Life and Health license, and a Bachelor's degree (preferred). Competitive base pay of $70,000–$85,000 annually with benefits and career development

Qualifications

• 3+ years in account management or consultative role.
• Experience in broker agency or benefits administration preferred.
• Current Life and Health license required.
• Proficient with MS Office and database tools.
• Bachelor’s degree preferred.

Responsibilities

• Manage day-to-day book of business and client needs.
• Lead renewal processes with internal teams.
• Conduct enrollment meetings and strategy calls.
• Advise clients on cost reduction and benefits options.
• Build proactive client relationships with regular updates.

Skills

Excellent written and verbal comms

Leadership capabilities

Organizational skills

Detail-oriented

Strategic level client interaction

Education

Bachelor’s Degree (preferred)

Life and Health license

Tools

Microsoft Excel

CRM systems

Quoting tools

Job description

Employee Benefits Account Manager### Employee Benefits Account ManagerApply: Remote-California: Full time: Posted Today: R9639Employee 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:*** 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 is: $70,000 - $85,000 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.