Senior Associate Account Manager - Remote (PST, MST or CST)

About the role

The Senior 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.

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.
• 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.
• 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)

Qualifications, Skills and Requirements

• 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.
• Self-motivated and disciplined.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• 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.

Pay

The typical base pay range for this role nationwide is $95,000 to $120,000 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.

Benefits

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.

Equal Opportunity Employer

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.