Small Group Benefits Account Manager

OneDigital: Insurance, Financial Services, and HR Consulting; Sycamore (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

OneDigital seeks an Employee Benefits Account Manager to oversee a portfolio of small group clients in Sycamore, IL. You will be the main contact for questions, renewals, and benefits administration to ensure smooth health, dental, vision, and life policies.

You will coordinate enrollment, prepare renewal analyses for the sales team, and maintain strong carrier relationships while delivering exceptional service to employers and employees.

Qualifications

• 2+ years of experience in employee benefits administration, account management, or insurance brokerage.
• Active Life and Health insurance license (or ability to obtain within 90 days). We will provide guidance and training if not already licensed.
• Understanding of small group medical, dental, vision, and ancillary products is preferred, but customer service skills are essential.
• Strong communication, organization, and problem-solving abilities with strong customer service skills.
• Proficient in Microsoft Office (Excel, Word) and agency management systems (e.g., D365, Epic, BenefitPoint). Willingness to learn and interact with AI Coworkers

Responsibilities

• Client Service: Answer daily questions from employers and employees about plan designs, claims, and billing.
• Renewals: Gather census data, review current plan performance, and process carrier quotes for annual renewals.
• Presentations: Prepare and present renewal options, cost analyses, and benefit summaries to the sales team for clients.
• Enrollment: Coordinate open enrollment meetings, employee communications, and onboarding of new small group clients with the sales team and clients.
• Compliance: Ensure client policies comply with state and federal regulations like ACA, COBRA, and ERISA.
• Carrier Relations: Maintain strong working relationships with insurance carriers and general agents.

Skills

Client service

Renewals

Communication

Organization

Problem-solving

Education

Life and Health license (or ability to obtain within 90 days)

Tools

Microsoft Office (Excel, Word)

D365

Epic

BenefitPoint

Job description

OneDigital seeks an Employee Benefits Account Manager to oversee a portfolio of small group clients in Sycamore, IL. You will be the main contact for questions, renewals, and benefits administration to ensure smooth health, dental, vision, and life policies.

You will coordinate enrollment, prepare renewal analyses for the sales team, and maintain strong carrier relationships while delivering exceptional service to employers and employees.