Small Group Benefits Account Manager

OneDigital Investment Advisors LLC; Sycamore, Northern (IL, KY); Hybrid; USD 40,000 - 55,000; Full time

Job summary

OneDigital Investment Advisors LLC is seeking an Account Manager to oversee a portfolio of small group insurance clients (2–50 employees). You will be the primary contact for questions, renewals, and benefits administration to ensure smooth health, dental, vision, and life policies.

Ideal candidates have 2+ years in employee benefits or insurance brokerage, and hold an active Life and Health license or can obtain within 90 days. Proficiency in MS Office and agency systems is preferred.

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).

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

Communication

Organization

Problem-solving

Customer service

Microsoft Office

D365

Epic

BenefitPoint

Education

Active Life and Health insurance license

Tools

D365

Epic

BenefitPoint

Job description

OneDigital Investment Advisors LLC is seeking an Account Manager to oversee a portfolio of small group insurance clients (2–50 employees). You will be the primary contact for questions, renewals, and benefits administration to ensure smooth health, dental, vision, and life policies.

Ideal candidates have 2+ years in employee benefits or insurance brokerage, and hold an active Life and Health license or can obtain within 90 days. Proficiency in MS Office and agency systems is preferred.