Account Manager - Remote (California or PST)

Requirements

• Prior experience in a broker agency, required
• 3-5+ years of experience in account management or a consultative role, required
• Familiarity with benefits administration platforms (Workday, ADP, UKG, Employee Navigator or similar), preferred
• Experience managing complex, multi-state accounts with 500+ lives, required
• Experience supporting benefit integration activities rela

Benefits

Additional Information

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 Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients' main point of contact for all benefit-related service needs. This is a high-complexity role supporting a large, multi-state employer with a diverse workforce spanning both corporate and field-based employees. The ideal candidate brings deep technical benefits knowledge, comfort navigating collective bargaining and union environments, and experience managing benefits integration activities resulting from employer acquisitions and workforce expansions. Responsibilities include: Manages and maintains assigned book of business, including accounts with complex, multi-state benefit structures and non-standard renewal cycles Serves in an advisory and consultative capacity for clients, including VP- and C-suite-level stakeholders (Chief People Officer, VP of HR, CFO) Delegates work assignments to internal service team members and provides leadership within the extended service team Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process, including accounts with multiple overlapping plan effective dates Manages day-to-day client issues across multiple states and employee populations Conducts needs analysis and strategy calls, including benefit harmonization planning for newly acquired employee groups Conducts enrollment meetings and employee communications tailored to diverse workforce populations, including both technology-forward corporate teams and hourly field-based employees Conducts regular face-to-face meetings with clients Advises clients on cost reduction strategies while maintaining competitive benefit offerings across varied workforce segments Supports benefits due diligence and mid-year benefit integration activities associated with client acquisitions and workforce expansions, including assessing existing carrier relationships, coverage gaps, and eligibility structures Navigates union benefit obligations under Collective Bargaining Agreements (CBAs), coordinating with labor relations teams and union representatives as needed during renewals, plan changes, and open enrollment Assists clients with ACA compliance and reporting (Forms 1094-C/1095-C), including large employer status monitoring for clients with fluctuating headcount driven by seasonal hiring and acquisition activity Assists clients with 5500 form filings, as applicable Assists in growing the book of business through cross-sale opportunities when available Builds relationships with clients through proactive communications and a forward-thinking, solutions-oriented approach Communicates and educates clients on the latest trends, compliance requirements, and regulatory changes - with particular attention to state-level mandates across multiple jurisdictions Effectively and efficiently manages complex accounts and high-level service deliverables Requirements Include: Must be self-motivated, disciplined, and comfortable operating in fast-paced, high-growth environments where priorities can shift quickly Possess excellent written and verbal communication skills, including the ability to present to executive-level stakeholders and engage labor liaisons or union representatives Possess strong organizational skills with the ability to manage multiple clients, overlapping timelines, and non-standard plan structures simultaneously Must be very detail-oriented Demonstrate leadership capabilities Ability to work with clients at a strategic level, framing benefit recommendations in terms of cost, ROI, and workforce impact Ability to thrive in ambiguous, fast-paced environments with a consultative, proactive mindset Comfort sitting at the intersection of HR, compliance, and labor relations

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