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.

Our Newest Opportunity: 

The Senior Account Manager (SAM) is responsible for day-to-day management of their assigned book of business and ensuring client service needs are met. The SAM works closely and collaboratively with the internal service teams, Senior Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The SAM serves as the client’s main point of contact for any day-to-day benefit-related service and compliance needs.

Essential Duties and Responsibilities (include but are not limited to):

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Provides oversight of service team members work and delegates work assignments to Associate Account Manager (AAM) and other internal service team members
• Takes the lead in coordination with Senior Benefits Consultant and/or Client Executive on pre-renewal strategy, RFP distribution, open enrollment strategy, and post-renewal analysis
• Manages escalated day-to-day client issues and employee claim issues; handles complex detailed issues in a clear, efficient, and effective manner; takes responsibility for proactively problem-solving to conclusion
• Assures timeliness and accuracy of work and response to clients; keeps client service team(s) and client appraised of changes
• Demonstrates strong expertise in presentations to clients; assures thoroughness, accuracy, and ability to answer questions or concerns through well-developed communication skills
• Responsible for preparation and review of materials needed for client meetings including benefit guides, PPTs, strategic overviews, marketing and renewal spreadsheets and other similar materials
• Assists in growing the book of business through cross-sale opportunities when available
• Demonstrates ability to build positive relationships with clients, carriers, and team members
• Communicates effectively with clients, internal partners, carriers, vendors, and TPAs while consistently exhibiting professionalism; works to resolve issues and to ensure accurate and timely responses to issues
• Implement program design with an understanding of alternate funding arrangements and deliverables
• Uses appropriate documentation methods within the Customer Relationship Management (CRM) system for all client-related activity; ensures accuracy of client data in CRM
• Provides leadership to the AAM and Client Advocate and to others within the extended service team
• Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA, and state-sponsored health insurance exchanges

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Qualifications, Skills, and Requirements:

• High degree of self-motivation and discipline
• Possess excellent written and verbal communication skills and presentation skills
• Possess strong organizational skills and capable of effective planning and priority setting
• Must be very detail-oriented with the ability to self-check work
• Ability to thrive in a fast-paced environment and to manage several complex projects simultaneously
• Ability to travel to client sites both in and out of California

Education, Training, and Experience:

• 5+ 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
• Must have a practical knowledge of quoting process and tools
• Bachelor’s Degree, preferred
• Experience with database applications, a plus.

Other:

License required

The typical base pay range for this role nationwide is $85,000 to $115,000 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

Thank you for your interest in joining the OneDigital team!