Associate Account Manager - Hybrid (Irvine, CA)

OneDigital•Irvine, CA

3d•$70,000 - $85,000•Hybrid

About The Position

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 Associate Account Manager plays a key support role within the client service team, working in close partnership with Senior Account Managers and Account Managers to deliver high-quality service and ensure a seamless client experience. This role is responsible for assisting in the day-to-day servicing of a defined book of business, managing client requests, and coordinating internal and external resources to meet client needs across plan administration, compliance, open enrollment, and implementation activities. This role serves as a trusted partner in executing final plan decisions, reviewing benefit materials for accuracy, and facilitating communication between clients, carriers, and internal teams. This role also supports the renewal process, manages compliance-related tasks such as 5500 filings and SPD wrap documents, and plays a vital role in onboarding new client divisions and guiding carrier implementations. Success in this role requires strong organizational skills, attention to detail, and a proactive, service-oriented mindset.

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
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

Nice To Haves

Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor’s Degree, preferred
Experience with benefit administration systems, preferred

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)