Account Manager - Remote (California or PST)

Reposted An Hour Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
100K-120K Annually
Mid level
Insurance
The Role
The Account Manager oversees day-to-day operations of client accounts, communicates with clients about benefits, manages internal teams, and addresses client needs while striving for client satisfaction and business growth.
Summary Generated by Built In

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: 

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 all benefit-related service needs.

This is a high-complexity role supporting a large, multi-state employer with a diverse workforce spanning both corporate and field-based employees. The ideal candidate brings deep technical benefits knowledge, comfort navigating collective bargaining and union environments, and experience managing benefits integration activities resulting from employer acquisitions and workforce expansions.

Responsibilities include:

  • Manages and maintains assigned book of business, including accounts with complex, multi-state benefit structures and non-standard renewal cycles
  • Serves in an advisory and consultative capacity for clients, including VP- and C-suite-level stakeholders (Chief People Officer, VP of HR, CFO)
  • Delegates work assignments to internal service team members and provides leadership within the extended service team
  • Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process, including accounts with multiple overlapping plan effective dates
  • Manages day-to-day client issues across multiple states and employee populations
  • Conducts needs analysis and strategy calls, including benefit harmonization planning for newly acquired employee groups
  • Conducts enrollment meetings and employee communications tailored to diverse workforce populations, including both technology-forward corporate teams and hourly field-based employees
  • Conducts regular face-to-face meetings with clients
  • Advises clients on cost reduction strategies while maintaining competitive benefit offerings across varied workforce segments
  • Supports benefits due diligence and mid-year benefit integration activities associated with client acquisitions and workforce expansions, including assessing existing carrier relationships, coverage gaps, and eligibility structures
  • Navigates union benefit obligations under Collective Bargaining Agreements (CBAs), coordinating with labor relations teams and union representatives as needed during renewals, plan changes, and open enrollment
  • Assists clients with ACA compliance and reporting (Forms 1094-C/1095-C), including large employer status monitoring for clients with fluctuating headcount driven by seasonal hiring and acquisition activity
  • 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 and a forward-thinking, solutions-oriented approach
  • Communicates and educates clients on the latest trends, compliance requirements, and regulatory changes — with particular attention to state-level mandates across multiple jurisdictions
  • Effectively and efficiently manages complex accounts and high-level service deliverables

Requirements Include:

  • Must be self-motivated, disciplined, and comfortable operating in fast-paced, high-growth environments where priorities can shift quickly
  • Possess excellent written and verbal communication skills, including the ability to present to executive-level stakeholders and engage labor liaisons or union representatives
  • Possess strong organizational skills with the ability to manage multiple clients, overlapping timelines, and non-standard plan structures simultaneously
  • Must be very detail-oriented
  • Demonstrate leadership capabilities
  • Ability to work with clients at a strategic level, framing benefit recommendations in terms of cost, ROI, and workforce impact
  • Ability to thrive in ambiguous, fast-paced environments with a consultative, proactive mindset
  • Comfort sitting at the intersection of HR, compliance, and labor relations

Experience:

  • Prior experience in a broker agency, required
  • 3–5+ years of experience in account management or a consultative role, required
  • Familiarity with benefits administration platforms (Workday, ADP, UKG, Employee Navigator or similar), preferred
  • Experience managing complex, multi-state accounts with 500+ lives, required
  • Experience supporting benefit integration activities related to employer mergers, acquisitions, or workforce expansions, required
  • Familiarity with union workforce environments and Collective Bargaining Agreement (CBA) benefit obligations, required
  • Working knowledge of ACA reporting, ERISA, FMLA, COBRA, and HIPAA, required
  • Current resident Life and Health license, required
  • Thorough knowledge of health and ancillary products, required
  • Working knowledge of all Microsoft Office products, required
  • Experience with fully insured, level-funded, and self-funded plan structures, preferred
  • Familiarity and practical knowledge of quoting process and tools, preferred
  • Experience with transportation, logistics, or field-based/hourly workforce employers, a plus
  • Additional professional designations (CEBS, GBA, PHR, SHRM-CP) are a bonus — not required
  • Bachelor's Degree, preferred
  • Experience with database applications, a plus

The typical base pay range for this role nationwide is $100,000 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!

Skills Required

  • 3+ years' experience in account management or in a consultative role
  • Prior experience in broker agency or benefit administration firm
  • Current Life and Health license
  • Thorough knowledge of health and ancillary products
  • Working knowledge of all Microsoft Office products
  • Familiarity and practical knowledge of quoting process and tools
  • Bachelor's Degree
  • Experience with database applications

OneDigital Health Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OneDigital Health and has not been reviewed or approved by OneDigital Health.

  • Healthcare Strength Healthcare options are described as broad and well-regarded, including medical, dental, vision, telehealth, mental-health resources, and related programs. This breadth is consistently positioned as a relative strength of the total package.
  • Leave & Time Off Breadth Time-off offerings include PTO, paid holidays, “Summer Hours,” and a community Day of Service. Flexible time-off approaches are highlighted positively across roles and locations.
  • Wellbeing & Lifestyle Benefits Wellbeing programs such as gym discounts, diabetes management, caregiving support, and reproductive health assistance add meaningful breadth. These lifestyle-oriented perks enhance the perceived value of the package beyond core insurance.

OneDigital Health Insights

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The Company
HQ: Atlanta, Georgia
2,966 Employees
Year Founded: 2000

What We Do

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

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