Account Manager

Account Manager

The 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 Senior Account Manager 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):

• Take the lead in routine/general claim issues with oversight from Sr. Account Manager/Benefits Consultant
• Proactively update/create open enrollment communications
• Develop client communications to specifically address client needs
• Market lines of coverage with guidance from Benefit Consultant
• Present at client and open enrollment meetings
• Update client renewal spreadsheets and presentations per Benefit Consultant
• Request and review Plan Documents
• Request/run analytics reports
• Understand/run Medical Loss Rebate (MLR) distribution reports
• Assist with billing issues and audit client bills
• Distribute Centers for Medicare & Medicaid Services (CMS) notice to clients
• Manage new group/new carrier implementation process (setting up calls, collecting paperwork, checking rates and benefits for accuracy, following up with client/group as needed, etc.)
• Develop survey questions and analyze results – present findings to client
• Leverage AI to improve processes and create value for clients

Qualifications, Skills and Requirements:

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Ability to thrive in fast-paced environment

Education, Training and Experience:

• 0-2 years' experience in account management or in a consultative role, preferred
• Desire to obtain Life and Health license in 90 days, required
• Working knowledge of all Microsoft Office products; required
• Bachelor's Degree, preferred
• Experience with database applications, a preferred

The typical base pay range for this role nationwide is $60,000 to $65,000 per year.

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!