Senior Associate Account Manager - Remote (PST, MST or CST)

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: 

• Supports Senior Account Managers and Account Managers in managing an assigned book of business, acting as a collaborative partner on client deliverables and service execution.
• Serves in an advisory capacity for clients, addressing day-to-day service needs and escalating issues related to eligibility, billing, and advocacy as appropriate.
• Coordinates and reviews the accuracy of client-facing materials including final plan decisions, Open Enrollment communications, and mid-year education campaigns.
• Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process, ensuring timely and accurate delivery of materials and recommendations.
• Reviews insurance contracts, SBC’s, and benefit summaries to confirm alignment with sold plans and client expectations.
• Supports compliance deliverables, including completion of compliance checklists and coordination of 5500 filings, CMS reminders, SPD wrap documents, and related requirements.
• Assists with client acquisitions and new division onboarding by gathering necessary information, coordinating carrier/vendor setup, and notifying internal teams of updates.
• Supports Open Enrollment project management by helping develop and maintain timelines, coordinating between internal teams (communications, technology), and scheduling OE meetings and vendor participation.
• Oversees the post-enrollment audit process and manages any required corrections in collaboration with internal and external partners.
• Aids in carrier implementation by guiding clients through setup, attending implementation calls, collecting documentation, and collaborating with internal teams for accurate processing.
• Partners with benefits technology teams to provide accurate data for benefits administration system setup and updates throughout the year.
• Maintains client plan(s) detail updates CRM (D365)

• Experience working with clients with 1000+ US employees enrolled in benefits
• Experience working with self-funded arrangements with pharmacy and stop loss carve-outs
• Strong knowledge of benefits point solution landscape and experience implementing integrated solutions
• 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

• 2+ years’ 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 benefit administration systems, preferred

• Health/Life License required

The typical base pay range for this role nationwide is $95,000 to $120,000 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 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!