Note: The job is a remote job and is open to candidates in USA. OneDigital is a people-focused organization that provides health and insurance solutions to employers. The Senior 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 ensuring a seamless client experience.
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)
Skills
- Experience working with clients with 1000+ US employees enrolled in benefits
- Experience working with self-funded arrangements with pharmacy and stop loss carve-outs
- Strong knowledge of benefits point solution landscape and experience implementing integrated solutions
- 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
- Current Life and Health license
- Thorough knowledge of health and ancillary products
- Working knowledge of all Microsoft Office products
- Health/Life License required
- Familiarity and practical knowledge of quoting process and tools
- Bachelor's Degree
- Experience with benefit administration systems
Benefits
- Variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance
- 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 Overview