Small Group Account Manager (LA/OC/Ventura)

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:

The Small Group Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or 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.

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

1. Manages and maintains assigned book of business
2. Serves in an advisory capacity for clients
3. Delegates work assignments to internal service team members
4. Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
5. Manages day to day client issues
6. Conducts needs analysis and strategy calls
7. Conducts enrollment meetings as needed
8. Conducts regular face-to-face meetings with clients
9. Advises clients in reducing costs while offering competitive benefits options
10. Assists clients with 5500 form filings, as applicable
11. Assists in growing the book of business through cross-sale opportunities when available
12. Builds relationships with clients through proactive communications
13. Communicates and educates clients on latest trends, concerns and changes in the industry
14. Effectively and efficiently manages complex accounts and high-level service deliverables
15. Provides leadership within the extended service team

Qualifications, Skills, and Requirements:

1. Must be self-motivated and disciplined
2. Possess excellent written and verbal communication skills
3. Ability to present renewals with Consultants, as well as lead client Open Enrollment meetings
4. Possess strong organizational skills
5. Must be very detail-oriented
6. Demonstrate leadership capabilities
7. Ability to work with clients at a strategic level
8. Ability to thrive in fast-paced environment

Education, Training and Experience:

1. 3+ years’ experience in account management or in a consultative role, required
2. Prior experience in broker agency or benefit administration firm, required
3. Current Life and Health license, required
4. Thorough knowledge of health and ancillary products; required
5. Working knowledge of all Microsoft Office products specifically Excel; required
6. Familiarity and practical knowledge of quoting process and tools; preferred
7. Bachelor’s Degree, preferred
8. Experience with database applications, a plus.
9. General Agent (GA) experience
10. Experience with Ease and Employee Navigator
11. Experience working with Quote-it and Benefits Connect a plus

The typical base pay range for this role nationwide is $85,000 - $92,000 / 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.

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Thank you for your interest in joining the OneDigital team!