Mid-Market Associate Account Manager - Remote (PST)

OneDigital

1d•Remote

About The Position

Employee Benefits is the core of OneDigital's business, and they are a people-focused organization. They help over 100,000 employers provide health, pharmacy, long and short-term disability, vision, dental, and other insurance solutions, offering clients more services, technology-based tools, and a team of caring advisors. The Midmarket Associate Account Manager (AAM) collaborates with the Benefits Consultant and/or Account Manager to help manage midmarket client portfolios. This role involves partnering with the internal service team to consistently exceed client expectations in service delivery. The AAM serves as an additional point of contact for clients on benefit-related inquiries and assists in ensuring compliance and accuracy across benefit contracts and client deliverables.

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 a fast-paced, dynamic environment while maintaining precision and accuracy.
Consistently embody the OneDigital Value Drivers to deliver peace of mind to clients
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

Nice To Haves

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

Responsibilities

Deliver daily support to members and employees by addressing routine benefits questions and resolving claims issues, such as assisting with ID card retrieval, identifying in-network providers, explaining benefit plans, and managing claims or billing concerns.
Respond to employee inquiries promptly and accurately through the appropriate communication channels.
Accurately document all calls, emails, work activities, and resolutions in D365.
Supports Benefit Consultant and/or Account Manager with the management of assigned book of business
Reviews accuracy of client work assignments from internal service team members including but not limited to Open Enrollment materials, mid-year education campaigns.
Work closely with Benefits Consultant to facilitate the renewal process
Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
Complete client compliance checklists as directed by the Benefit Consultant and/or Account Manager, including tasks such as 5500 filings, SBC distribution, and SPD wrap documents, as needed.
Perform additional duties as assigned or requested