Senior Associate Account Manager - Hybrid (Irvine, CA)

Senior Associate Account Manager (Sr. AAM)

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity :

The Senior Associate Account Manager (Sr. AAM) supports the Senior Benefits Consultant and Account Manager in managing an assigned book of business, ensuring high-quality service delivery in collaboration with internal teams. As a secondary client contact, the Sr. AAM oversees benefits-related service needs, contract accuracy, and compliance support. This role also mentors other AAMs, contributes to team development, and helps implement best practices, projects, and standard operating procedures to enhance overall team performance.

Essential Duties and Responsibilities (include but are not limited to) :

Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business

Serves in an advisory capacity for clients on day to day issues

Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns.

Works closely with Senior Benefits Consultant and Account Manager to manage the renewal process

Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans

Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable

Mentors other AAMs, contributes to team development, and helps implement best practices, projects, and standard operating procedures to enhance overall team performance.

Qualifications, Skills and Requirements :

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

Education, Training and Experience :

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

Familiarity and practical knowledge of quoting process and tools; preferred

Bachelor's Degree, preferred

Experience with benefit administration systems, preferred

Other :

Health / Life License required

The typical base pay range for this role nationwide is $80,000 to $90,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and / or annual bonus based on your individual performance and / or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant :

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city / county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!