United States onlyEmployee 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:
Summary:
The Account Manager (AM)is aligned to a designated book of business and works in close partnership with the Benefits Consultant, who holds direct ownership of the client relationship. Acting as the operational liaison between consultants, clients, and OneDigital’s shared services teams, the AM is responsible for managing workflow routines that support the firm’s service delivery model. This includes overseeing operational tasks that drive client retention and directing administrative functions such as renewal management, escalated issue resolution, client data integrity, and carrier engagement. The AM ensures all administrative support requests are routed through the appropriate internal channels for timely execution and delivery.
Essential Duties and Responsibilities (include but are not limited to):
- Oversee the day-to-day operations of assigned client accounts
- Ensure timely and accurate delivery of all service commitments.
- Monitor workflows and collaborate with internal teams to ensure the smooth execution of benefit programs.
- Partner closely with Benefits Consultants to align on client strategy, renewal planning, and overall service delivery.
- Support Consultants in preparing for client meetings by gathering relevant data and documentation.
- Serve as a liaison with internal Shared Services departments—including enrollment guides, implementation, eligibility, and the Client Advocate Center—to resolve client issues and fulfill service requests.
- Ensure all internal stakeholders are aligned on client expectations, deliverables, and timelines.
- Support the open enrollment and renewal process by reviewing employer and employee documentation, coordinating paperwork completion, and facilitating carrier-level processing.
- Track and manage open items related to plan changes, implementations, and open enrollment service needs.
- Conduct post-renewal audits to ensure accuracy and compliance.
- Coordinate or assist in resolving client issues related to billing, claims, eligibility, and other benefit-related concerns. (as needed)
- Escalate complex issues appropriately while maintaining ownership of the resolution process.
- Maintain accurate and up-to-date records in CRM and account management systems.
Qualifications, Skills and Requirements:
- Must be self-motivated and disciplined
- Ability to work independently and as part of a team
- Strong organizational and time management skills
- Excellent verbal and written communication abilities
- High attention to detail and accuracy
- Strong problem-solving and critical thinking skills
- Ability to manage multiple priorities in a fast-paced environment
- Collaborative mindset with the ability to work cross-functionally
- Customer-focused with a commitment to delivering high-quality service
- Willingness to learn and adapt to changing client and industry needs
Education, Training and Experience:
- 2+ years’ applicable job experience
- Current Life and Health license, required
- Prior experience in broker agency or benefit administration firm
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint); required
- Working knowledge of all Microsoft Office products; required
- Familiarity with employee benefits and group insurance products
- Bachelor’s Degree, preferred
- Experience working with CRM or benefits administration platforms, a plus.
The typical base pay range for this role nationwide is $18 to $20 per hour.
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
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!
