Account Manager, Employee Benefits - Hybrid (Clayton, MO) jobs in United States
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OneDigital · 1 month ago

Account Manager, Employee Benefits - Hybrid (Clayton, MO)

OneDigital is a people-focused organization dedicated to providing comprehensive insurance solutions for over 100,000 employers. The Account Manager for Employee Benefits will assist Benefits Consultants in servicing clients, build relationships, and manage various client-related tasks and documentation.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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Culture & Values

Responsibilities

Assist Benefits Consultant in servicing client consulting/insurance coverage projects
Build relationships with clients and have the ability to answer insurance service and administration questions (billing, coverage, compliance) and solve problems
Responsible for creating both new and renewal RFP’s, marketing documents, and spreadsheets
Responsible for creating both new and renewal presentation documents and spreadsheets
Capable of interpreting SPD’s, Plan Documents, for compliance and accuracy
Perform tasks within the Agency customer management system
Request claims reports for renewal submissions and monthly client reports
Attend client meetings as needed
Perform client employee enrollment meetings
Create client paper or electronic files
Due Diligence Analysis
Perform special projects as assigned
May require lifting packages up to 25 pounds
Travel required, up to 10% of time

Qualification

Missouri Life & Health LicenseBasic Knowledge of Employee Benefit CoveragesProficient in Microsoft OfficeD365Adobe AcrobatLeadership capabilitiesWritten communicationVerbal communicationOrganizational skillsDetail-orientedInterpersonal skillsTeam player

Required

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 fast-paced environment
Ability to manage multiple tasks
Excellent interpersonal skills and a pleasant disposition required at all times
Ability to work well with others in a fast paced environment
Team player
High School College Graduate
Missouri Life & Health License
Basic Knowledge of Employee Benefit Coverages
Proficient in Microsoft Word, Outlook, Excel, and PowerPoint
Proficiency in D365 and Zywave or ability to learn these programs
Proficiency in Adobe Acrobat or ability to learn this program

Benefits

Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts

Company

OneDigital

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OneDigital is focused exclusively on employee benefits.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired

Leadership Team

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Mike Sullivan
Co-Founder & Chief Growth Officer
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Travis Dommert
SVP, Talent
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Company data provided by crunchbase