Account Executive - Remote (California)

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

Our Newest Opportunity: 

The Account Executive will start at 50+ implementation and possibly over $25,000 in annual revenue. He / she will assist with the new business quoting process to final stages of implementation.  This position will work in partnership with the Sales Consultant as an extension of the team. 

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

• Remain up to date and knowledgeable on current industry, market and regulatory changes and ensure clients remain educated on relevant and key updates
• Manage escalated service issues to ensure resolution and client satisfaction
• Review RFPs to ensure proper strategy is being executed
• Work closely with Sales Consultants to identify markets for solicitation of new business
• Perform additional responsibilities and requests as requested

Qualifications, Skills and Requirements:

• Must have excellent verbal and written communication skills, with the ability to communicate efficiently and effectively with C-suite clients and prospective clients;
• Must possess the ability to work with clients at a senior strategic level;
• Strong leadership skills;
• Must be self-motivated and disciplined;
• Ability to thrive in fast-paced environment;
• Must be highly skilled in use of Microsoft Office;
• Experience with customer relationship management (CRM) software program, preferred;
• Must be organized and detail-oriented, with the ability to meet deadlines and work well with others.

Education, Training and Experience:

• BA / BS Degree
• Minimum 7-10 years’ experience in benefits account management in a consultative role
• Current life and health insurance license
• Familiarity and practical knowledge of quoting process and tools

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