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Account Manager - Remote (PST)

OneDigital
Remote-California, United States, United StatesRemotefull_timeVerifiedPosted 11 Jun 2026
💰 $90,000/yr($80,000/yr$90,000/yr)

About the role

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 and owns the overall client relationship and benefits strategy. The AM works closely and collaboratively with the internal service team and Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients' main point of contact for any benefit-related service needs.

 

Responsibilities Include:

·       Manages and maintains assigned book of business

·       Serves in an advisory capacity for clients

·       Delegates work assignments to internal service team members

·       Leads the renewal process and benefits strategy; collaborates with Client Executives as appropriate

·       Manages day to day client issues

·       Conducts needs analysis and strategy calls

·       Conducts enrollment meetings as needed

·       Conducts regular face-to-face meetings with clients

·       Advises clients in reducing costs while offering competitive benefits options

·       Owns compliance-related items and obligations for assigned clients, including 5500 form filings and other regulatory requirements, as applicable

·       Assists in growing the book of business through cross-sale opportunities when available

·       Builds relationships with clients through proactive communications

·       Communicates and educates clients on latest trends, concerns and changes in the industry

·       Effectively and efficiently manages complex accounts and high-level service deliverables

·       Provides leadership within the extended service team

 

Requirements Include:

·       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

 

Experience:

·       3+ 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

·       Familiarity and practical knowledge of quoting process and tools; preferred

·       Bachelor's Degree, preferred

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Company

OneDigital

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