OneDigital · 4 hours ago
Associate Account Manager - Hybrid (Irvine, CA)
Irvine, CA
Full-time
Hybrid
Entry Level
$70K/yr - $85K/yr
2+ years expOneDigital is a people-focused organization that provides a range of insurance solutions to employers. The Associate Account Manager plays a key support role within the client service team, assisting in the day-to-day servicing of a defined book of business and managing client requests to ensure a seamless client experience.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Supports Senior Account Managers and Account Managers in managing an assigned book of business, acting as a collaborative partner on client deliverables and service execution
Serves in an advisory capacity for clients, addressing day-to-day service needs and escalating issues related to eligibility, billing, and advocacy as appropriate
Coordinates and reviews the accuracy of client-facing materials including final plan decisions, Open Enrollment communications, and mid-year education campaigns
Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process, ensuring timely and accurate delivery of materials and recommendations
Reviews insurance contracts, SBC’s, and benefit summaries to confirm alignment with sold plans and client expectations
Supports compliance deliverables, including completion of compliance checklists and coordination of 5500 filings, CMS reminders, SPD wrap documents, and related requirements
Assists with client acquisitions and new division onboarding by gathering necessary information, coordinating carrier/vendor setup, and notifying internal teams of updates
Supports Open Enrollment project management by helping develop and maintain timelines, coordinating between internal teams (communications, technology), and scheduling OE meetings and vendor participation
Oversees the post-enrollment audit process and manages any required corrections in collaboration with internal and external partners
Aids in carrier implementation by guiding clients through setup, attending implementation calls, collecting documentation, and collaborating with internal teams for accurate processing
Partners with benefits technology teams to provide accurate data for benefits administration system setup and updates throughout the year
Maintains client plan(s) detail updates CRM (D365)
Qualification
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
2+ years' experience in broker agency or benefit administration firm, required
Current Life and Health license, required
Thorough knowledge of health and ancillary products; required
Working knowledge of all Microsoft Office products; required
Health/Life License required
Preferred
Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor's Degree, preferred
Experience with benefit administration systems, preferred
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