Large Group Account Manager - Hybrid (Southern California) jobs in United States
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OneDigital · 2 days ago

Large Group Account Manager - Hybrid (Southern California)

OneDigital is a people-focused organization that helps employers provide their employees with essential insurance solutions. They are seeking a collaborative Account Manager to support mid-market clients by ensuring exceptional client service and executing strategies in partnership with Benefit Consultants.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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Culture & Values

Responsibilities

Manage the day-to-day service needs of a defined block of mid-market clients, typically fully insured and ranging from 100 to 1,000 lives
Partner with the lead Benefit Consultant to support renewal preparation, carrier/vendor coordination, and ongoing strategy execution
Serve as the main point of contact for client questions, service requests, and issue resolution throughout the year
Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication
Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through
Learn and grow your understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities in more complex account support
Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists
Build trust-based client relationships through responsiveness, accuracy, and attention to detail

Qualification

Employee benefits account managementProject managementCommunication skillsLeadership capabilitiesMicrosoft Office proficiencyOrganizational skillsDetail-orientedInterest in alternative funding strategiesLife & Health LicenseTeam playerThrive in fast-paced environment

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
3+ years of experience in employee benefits account management or group insurance (brokerage or carrier experience preferred)
Strong grasp of fully insured benefit plans and general employee benefits administration
Interest in learning about self-funded and alternative funding strategies
Excellent project management and organizational skills
Professional and proactive communication style — both written and verbal
Team player who thrives in a fast-paced, service-oriented environment
Working knowledge of all Microsoft Office products especially excel and PowerPoint, required
Life & Health License (or ability to obtain within first 90 days)

Preferred

Bachelor's Degree, preferred
Experience with database applications, a plus

Benefits

Health
Wellbeing
Retirement
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