Senior Account Manager - Hybrid (Irvine, CA)

Position Overview

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 Sr. Account Manager is responsible for day-to-day management of their assigned book of business. The Sr. Account Manager 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 Sr. Account Manager serves as each client's main point of contact for any benefit-related service needs.

Key Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• 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
• Assists clients with 5500 form filings, 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

Required Qualifications

• 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 a fast-paced environment
• Assigned a book of business at minimum of $1.8M+ in revenue (mostly national key accounts)
• Must be independent and thorough with internal team processes
• Consistently meet and exceed internal team timelines to support client service planning tasks
• Ability to train, mentor, and coach team members
• Collaborate with Management on process improvements, team tools, and resources
• 5+ years experience in account management or in a consultative role required: required
• Prior experience in broker agency or benefit administration firm required: required
• Current Life and Health license required: required
• Thorough knowledge of health and ancillary products required: required
• Working knowledge of all Microsoft Office products required: required

Preferred Qualifications

• Familiarity and practical knowledge of quoting process and tools preferred: preferred
• Bachelor's Degree preferred: preferred
• Experience with database applications preferred: a plus

Benefits & Perks

• Salary: $90,000 to $115,000 per year
• Compensation: Variable compensation, commission, and/or annual bonus based on individual and company performance
• Benefits: Health, wellbeing, retirement, paid time off, overtime pay for non-exempt employees, robust learning and development programs, job-related expense reimbursement, and employee perks/discounts