OneDigital · 1 month ago
Large Group Account Executive - Hybrid (Irvine, CA)
Irvine, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $165K/yr
8+ years expOneDigital is a people-focused organization that provides employee benefits solutions to over 100,000 employers. The Account Executive role is designed for high-performing client service professionals to lead client retention and growth initiatives, serving as a trusted advisor while overseeing key service deliverables and supporting the client service team.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Oversee ongoing client service activities, ensuring consistent execution and a high standard of responsiveness
Conduct regular client meetings to ensure satisfaction and alignment
Drive client retention by meeting established business goals and proactively identifying opportunities to strengthen relationships
Support business development within existing accounts by expanding coverage through product offerings
Build and maintain strong, trust-based relationships with client stakeholders, serving as a reliable advisor and advocate
Ensure client compliance with annual Form 5500 filing requirements, as applicable
Provide guidance to the Client Service Team in resolving routine client concerns and take ownership of investigating and resolving complex or recurring issues involving clients or carriers, ensuring timely and effective resolution
Partner closely with the Account Manager to ensure seamless execution of the service strategy and client deliverables
Provide coaching, support, and guidance to the Account Manager to advance their strategic skill development
Mentor and support earlier-career team members (AAM, Analyst, Interns) on tasks, processes, and client interactions
Reinforce clear roles, workflows, and accountability across the client team to drive efficiency and service excellence
Serve as a player-coach — stepping in where needed while enabling others to grow in capability
Lead or support the full renewal lifecycle, including financial review, strategy development, carrier negotiations, and implementation
Partner with Client Executive on strategy development, RFP distribution, vendor evaluations, and post-renewal analysis
Advise clients on cost-containment strategies and competitive plan design options
Interpret and communicate plan performance and market trends to inform client decisions
Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
Provide clients with visibility into compliance responsibilities and timelines
Utilize internal systems and reporting tools (D365, Excel, etc.) to support account servicing and document management
Stay current on market trends, wellbeing solutions, and benefits administration technology
Support cross-sell, upsell, and retention opportunities across assigned accounts
Build strong relationships with carrier and vendor partners and leverage for client benefit
Serve as a point of escalation and support for junior team members and peers
Champion enhancements to process, quality standards, and client experience
Engage in ongoing learning, training, and industry education to expand consulting and leadership capability
Model and reinforce OneDigital values: collaboration, accountability, innovation, and a client-first mindset
Demonstrate proactive problem-solving, initiative, and a positive, can-do mindset
Travel to client sites as needed
Qualification
Required
8-10 years of employee benefits experience in a broker/consulting environment
Proven success managing a client book and leading complex service deliverables
Strong working knowledge of group health & ancillary products, funding strategies, plan design, and market landscape
Familiarity with quoting, carrier negotiations, and financial/renewal analysis
Understanding of compliance requirements including ERISA, HIPAA, Section 125, PPACA, and carrier contracting processes
Advanced project management, prioritization, and organizational skills
Strong analytical and problem-solving ability; comfortable interpreting plan data and renewal analysis
Proficiency in MS Office, especially Excel and PowerPoint
Capable of learning and leveraging AI and automation tools to enhance delivery
Exceptional verbal and written communication skills; ability to simplify complex concepts
Proven ability to build trust and credibility with clients, carriers, and internal partners
Executive presence and comfort presenting to senior leadership and client decision-makers
Demonstrated ability to handle escalations and challenging situations professionally and calmly
Demonstrated leadership qualities with ability to mentor and guide early-career team members (AAM, Analyst, Intern)
Collaborative, team-first mindset with ability to influence without formal authority
High degree of personal accountability, ownership mentality, and follow-through
Curiosity, willingness to stretch into new capabilities, and commitment to professional development
Positive, solutions-oriented approach with resilience in fast-paced environments
Current California Life & Health Insurance License (required)
Preferred
Experience supporting or contributing to benefits strategy development
Bachelor's degree preferred or equivalent industry experience
CRM/benefits technology systems experience preferred
Active pursuit or willingness to pursue professional designations (e.g., CEBS, SHRM, NAHU certifications)
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
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase