Employee Benefits | Associate Account Manager | Remote

Walnut Creek, California

Direct Hire

Salary Range: $60,000 - $75,000

Benefits: Unlimited PTO Benefits on Day 1

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 (AAM) supports the Account Manager/Benefits Consultants with the day-to-day management of their assigned book of business and works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. The AAM serves as the clients’ secondary point of contact for any benefit – related service needs and are also responsible with supporting client compliance requirements, accuracy of client benefit contracts and accuracy of client deliverables.

Essential Duties and Responsibilities (include but are not limited to):

  • Serves in an advisory capacity for clients on day to day issues
  • Form 5500 process management
  • Plan summary, SBC and contract review management
  • Maintain accuracy of agency management system (D365)
  • Conduct post open enrollment audits
  • Participate in client presentations and strategic planning process
  • Communicate client’s renewal benefit package to client’s COBRA TPA and FSA vendor
  • Employee Engagement and Education support, including wellness event coordination
  • Participate in new client on-boarding experience
  • Demonstrate creativity in problem solving and the ability to understand broader workflow
  • Begin building client and market relationships
  • Create client deliverables, including but not limited to, employee communications materials; i.e. benefits guides, open enrollment PowerPoints and Brainshark presentations
  • Other duties as requested or assigned

 

Qualifications, Skills and Requirements:

  • Must be self-motivated and disciplined
  • Possess excellent written and verbal communication skills
  • Possess strong organizational skills
  • Detailed oriented approach to work
  • Demonstrate leadership capabilities
  • Ability to prioritize competing deadlines and multi-task effectively
  • Ability to work productively with tight deadlines
  • Ability to handle high volume periods with accuracy, resiliency, and thoughtfulness

 

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

Other:

  • Health/Life License required

 

 

Share This Job

Apply Now


We help people find the next step in their careers in technology, marketing, sales, human resources, finance, accounting, and real estate. Check out what jobs we have available today.

Follow the hottest hiring trends. #IYKYK

Talent Insights is THE place to keep up with the latest trends in hiring. From market analysis to hot takes on talent practices, tune in to learn (and maybe be entertained).

drop us a line

Need help with hiring? Turns out, we'd love to help. Contact us below.
If you're looking for a new job, check out the job openings for our clients here.