Employee Benefits Account Manager
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: Job Summary The Account Manager manages a portfolio of small group insurance clients (typically businesses with 2 to 50 employees). You will serve as the main contact for client questions, renewal processes, and benefits administration. Your goal is to provide exceptional service, retain clients, and ensure all group health, dental, vision, and life policies run smoothly.
Requirements
- 2+ years of experience in employee benefits administration, account management, or insurance brokerage required.
- Active Life and Health insurance license (or ability to obtain within 90 days).
- Understanding small group medical, dental, vision, and ancillary products is preferred, but customer service skills are essential.
- Strong communication, organization, and problem-solving abilities with strong customer service skills.
- Proficient in Microsoft Office (Excel, Word) and agency management systems (e.g., D365, Epic, BenefitPoint).
Nice To Haves
- We will provide guidance and training if not already licensed.
Responsibilities
- Answer daily questions from employers and employees about plan designs, claims, and billing.
- Gather census data, review current plan performance, and process carrier quotes for annual renewals.
- Prepare and present renewal options, cost analyses, and benefit summaries to the sales team for clients.
- Coordinate open enrollment meetings, employee communications, and onboarding of new small group clients with the sales team and clients.
- Ensure client policies comply with state and federal regulations like ACA, COBRA, and ERISA.
- Maintain strong working relationships with insurance carriers and general agents.
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
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
