Account Manager - Remote (MST or PST)

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: 

Summary:

The Account Manager (AM) supports the sales and client management staff with group enrollment, renewal

processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client

responsiveness. The AM works closely and collaboratively with the internal service teams, Benefits Consultants, Sr.

Account Mangers, and/or Client Executives to ensure service deliverables meet and exceed client expectations. The

AM serves as the clients’ main point of contact for service needs.

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

• Manages day to day client issues
• Effectively and efficiently supports complex accounts and high-level service deliverables
• Works closely with Benefits Consultants and/or Senior Account Managers to service assigned book of business
• Manages day to day tasks related to the development and deployment of client employee benefit packages
• Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Assists with renewals and new business applications
• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Updates census, policy information and commissions for all accounts and policies in Microsoft CRM
• Attaches applications to appropriate client file in Microsoft CRM
• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
• Support client relationships through the development of proactive communications
• Comfortable conducting client education and service transactions via email and telephone
• Assists clients with 5500 form filings, as applicable
• Ability to travel for client meetings, training, conferences, etc. Travel may require overnight stays.
• Follows-up on service issues or coordinates through Client Advocate Team and acts as phone back-up for call overflow

Qualifications, Skills and Requirements:

• Effective relationship builder
• Positive, can-do attitude
• Ability to be flexible and adapt easily to change and a fast-paced environment
• 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
• Spanish speaking a plus
• Ability to present effectively to audiences of all sizes, preferred

Education, Training and Experience:

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Working knowledge of all Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with employee benefits and group insurance products, preferred
• Proven track record in customer service, preferred
• Bachelor’s Degree, preferred
• Familiarity with database applications, a plus
• Current Life and Health license, preferred (must obtain within 90-days of employment)

Other:

• Licensed role

The typical base pay range for this role nationwide is $50,000 to $57,000 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.

Thank you for your interest in joining the OneDigital team!