Senior Account Manager

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:
Senior Account Managers have a key role in delivering OneDigital's value proposition. They are critical players in developing client relationships and in overall client retention. Senior Account Managers partner with a Client Service Team to retain a shared book of business.

Senior Account Managers are knowledgeable about every component of their clients' benefit programs and other OneDigital business vertical services. They meet with client teams to plan and execute critical components of the strategic plan for client's benefit programs. Senior Account Managers project manage the client's annual open enrollment and renewal implementation process. Senior Account Managers develop and implement customized communication strategies including communication modes, tools, vendors, and Open enrollment and New Hire Orientation meetings. This role also coordinates client's wellbeing initiatives and incorporates this into the overarching communication strategy. Senior Account Managers help facilitate the support of a client's benefit enrollment system. They also have in-depth knowledge of benefit products, including self-funding plans.

Senior Account Managers are responsible for responding to client day-to-day needs, handling escalations, and creating solutions to meet and exceed client expectations.

Senior Account Managers partner with a cross-section of internal teammates and external vendor partners to meet client deliverables.

Senior Account Managers provide intentional support to the broader team and clients by handling special projects, act as a point of escalation, participate in recruitment for new hires, and support training initiatives and needs.

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

• Works as a part of a team to effectively retain a book of business.
• Builds excellent client and vendor partner relationships.
• Assesses the nature of a problem and works toward a quick resolution.
• Effectively communicates with all members of the client team, keeping them informed of key developments, delays, and client requests.
• Communicates clear timelines for client's open enrollment and renewal implementation.
• Knowledgeable about, and stays current on, employee communication, wellbeing, and benefits administration best practices, vendors, tools, and product solutions.
• Updates OneDigital's internal system of record to document client work, meetings, project status, client-related documents, and other client details.
• Educates clients' employees on employee benefits, wellbeing programs, and how to enroll.
• Effectively project manages open enrollment, new hire orientations, wellbeing programs, communications, and benefit administration needs.
• Guides and directs the work of the Communications team for development of client deliverables including booklets, brochures, flyers, postcards, benefits-at-a-glance, custom animated videos, and more.
• Conducts working sessions with clients to gather, understand, and analyze business requirements, including future client benefit plans, enrollment processes, necessary eligibility and integration needs with other vendors and carriers.
• Provides clients with visibility of employer compliance requirements and timelines.
• Effectively project manages implementation of new policies.
• Ensures employer and employee policy applications and amendments are completed timely and accurately.
• Ensures that contracts that are issued comply with sold policies.
• Travels independently as needed to meet with clients and host employee group meetings.
• Point of escalation for plan implementation, open enrollment, other client-related issues, and for internal team members.
• Supports recruiting candidates for open positions.
• Support training initiatives and team member development.
• Works on special projects as assigned.
• Finds a better way; promotes and recommends ideas for improvement.
• Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
• Uses tools and systems (e.g. D365, MS Word, Excel, etc.) to enhance the job.
• Maintains a positive can-do attitude.

Qualifications, Skills and Requirements:

• Works independently, with little day-to-day direct supervision.
• Expert relationship skills. Builds trust and rapport with clients, teammates, and vendors.
• Excellent communication skills (listens, speaks, and writes well); able to interact effectively with people of all levels of responsibility and authority.
• Adept at public speaking and making group presentations.
• Highly organized.
• Manages multiple projects and deadlines effectively.
• Works effectively in a fast-paced environment.
• High level of resiliency.
• Skillful at proactively identifying potential issues and developing solutions.
• Proficient in MS Office (Excel, PowerPoint, Outlook). Experience with Brainshark preferred.
• Welcomes change.
• Behavior exemplifies the OneDigital shared values.
• This position involves light lifting and transporting of boxes that may weigh up to 25 pounds each.
• This position will require getting to and from client locations and physical office. For that, reliable transportation and punctuality is required.

Education, Training and Experience:

• Two or more years of experience in health & welfare benefits.
• An earned Bachelors degree (or its equivalent).
• An earned Individual Producers License in Health and Life Insurances or obtain within 90 days of employment (first exam attempt must be completed within 60 days of employment)
• Professional designations (RHU, REBC, CEBS) preferred

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:

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