OneDigital
Large Group Account Executive - Hybrid (Irvine, CA)
OneDigital, Irvine, California, United States, 92713
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 Executive (AE) serves as an entry-level consultant role. This position is designed for a high-performing client service professional who is ready to transition from tactical execution to strategic client leadership.
The AE leads client retention and growth initiatives within an assigned portfolio, serving as a trusted advisor and strategic partner alongside the Client Executive/Producer. This role advances strategic benefits planning, supports financial and renewal analysis, and contributes to long-range client strategies while maintaining oversight of key service deliverables.
In addition, the AE provides leadership and direction to the client service team, modeling collaboration, accountability, and proactive development. The position owns day-to-day client communication and relationship stewardship, oversees renewal and open enrollment execution, and ensures delivery of a best-in‑class client experience as the AE builds toward full consulting autonomy.
Essential Duties and Responsibilities (include but are not limited to) Client Service Oversight & Relationship Management
Oversee ongoing client service activities, ensuring consistent execution and a high standard of responsiveness.
Conduct regular client meetings to ensure satisfaction and alignment.
Drive client retention by meeting established business goals and proactively identifying opportunities to strengthen relationships.
Support business development within existing accounts by expanding coverage through product offerings.
Build and maintain strong, trust-based relationships with client stakeholders, serving as a reliable advisor and advocate.
Ensure client compliance with annual Form 5500 filing requirements, as applicable.
Provide guidance to the Client Service Team in resolving routine client concerns and take ownership of investigating and resolving complex or recurring issues involving clients or carriers, ensuring timely and effective resolution.
Partnership With Account Manager & Service Team
Partner closely with the Account Manager to ensure seamless execution of the service strategy and client deliverables
Provide coaching, support, and guidance to the Account Manager to advance their strategic skill development
Mentor and support earlier-career team members (AAM, Analyst, Interns) on tasks, processes, and client interactions
Reinforce clear roles, workflows, and accountability across the client team to drive efficiency and service excellence
Serve as a player-coach — stepping in where needed while enabling others to grow in capability
Renewal, Financial & Carrier Strategy
Lead or support the full renewal lifecycle, including financial review, strategy development, carrier negotiations, and implementation
Partner with Client Executive on strategy development, RFP distribution, vendor evaluations, and post-renewal analysis
Advise clients on cost-containment strategies and competitive plan design options
Interpret and communicate plan performance and market trends to inform client decisions
Compliance, Technology & Best Practices
Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
Provide clients with visibility into compliance responsibilities and timelines
Utilize internal systems and reporting tools (D365, Excel, etc.) to support account servicing and document management
Stay current on market trends, wellbeing solutions, and benefits administration technology
Growth, Leadership & Collaboration
Support cross-sell, upsell, and retention opportunities across assigned accounts
Build strong relationships with carrier and vendor partners and leverage for client benefit
Serve as a point of escalation and support for junior team members and peers
Champion enhancements to process, quality standards, and client experience
Professional Development & Culture
Engage in ongoing learning, training, and industry education to expand consulting and leadership capability
Model and reinforce OneDigital values: collaboration, accountability, innovation, and a client-first mindset
Demonstrate proactive problem-solving, initiative, and a positive, can-do mindset
Travel to client sites as needed
Qualifications, Skills and Requirements Experience & Knowledge
8-10 years of employee benefits experience in a broker/consulting environment
Proven success managing a client book and leading complex service deliverables
Strong working knowledge of group health & ancillary products, funding strategies, plan design, and market landscape
Familiarity with quoting, carrier negotiations, and financial/renewal analysis
Experience supporting or contributing to benefits strategy development preferred
Understanding of compliance requirements including ERISA, HIPAA, Section 125, PPACA, and carrier contracting processes
Technical & Analytical Skills
Advanced project management, prioritization, and organizational skills
Strong analytical and problem-solving ability; comfortable interpreting plan data and renewal analysis
Proficiency in MS Office, especially Excel and PowerPoint; CRM/benefits technology systems experience preferred
Capable of learning and leveraging AI and automation tools to enhance delivery
Relationship & Communication Skills
Exceptional verbal and written communication skills; ability to simplify complex concepts
Proven ability to build trust and credibility with clients, carriers, and internal partners
Executive presence and comfort presenting to senior leadership and client decision-makers
Demonstrated ability to handle escalations and challenging situations professionally and calmly
Leadership & Growth Behaviors
Demonstrated leadership qualities with ability to mentor and guide early-career team members (AAM, Analyst, Intern)
Collaborative, team-first mindset with ability to influence without formal authority
High degree of personal accountability, ownership mentality, and follow-through
Curiosity, willingness to stretch into new capabilities, and commitment to professional development
Positive, solutions-oriented approach with resilience in fast-paced environments
Licensing & Education
Current California Life & Health Insurance License (required)
Bachelor’s degree preferred or equivalent industry experience
Active pursuit or willingness to pursue professional designations (e.g., CEBS, SHRM, NAHU certifications)
The typical base pay range for this role nationwide is $150,000 to $165,000 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. 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. To learn more, visit: www.onedigital.com/careers
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. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr
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 Executive (AE) serves as an entry-level consultant role. This position is designed for a high-performing client service professional who is ready to transition from tactical execution to strategic client leadership.
The AE leads client retention and growth initiatives within an assigned portfolio, serving as a trusted advisor and strategic partner alongside the Client Executive/Producer. This role advances strategic benefits planning, supports financial and renewal analysis, and contributes to long-range client strategies while maintaining oversight of key service deliverables.
In addition, the AE provides leadership and direction to the client service team, modeling collaboration, accountability, and proactive development. The position owns day-to-day client communication and relationship stewardship, oversees renewal and open enrollment execution, and ensures delivery of a best-in‑class client experience as the AE builds toward full consulting autonomy.
Essential Duties and Responsibilities (include but are not limited to) Client Service Oversight & Relationship Management
Oversee ongoing client service activities, ensuring consistent execution and a high standard of responsiveness.
Conduct regular client meetings to ensure satisfaction and alignment.
Drive client retention by meeting established business goals and proactively identifying opportunities to strengthen relationships.
Support business development within existing accounts by expanding coverage through product offerings.
Build and maintain strong, trust-based relationships with client stakeholders, serving as a reliable advisor and advocate.
Ensure client compliance with annual Form 5500 filing requirements, as applicable.
Provide guidance to the Client Service Team in resolving routine client concerns and take ownership of investigating and resolving complex or recurring issues involving clients or carriers, ensuring timely and effective resolution.
Partnership With Account Manager & Service Team
Partner closely with the Account Manager to ensure seamless execution of the service strategy and client deliverables
Provide coaching, support, and guidance to the Account Manager to advance their strategic skill development
Mentor and support earlier-career team members (AAM, Analyst, Interns) on tasks, processes, and client interactions
Reinforce clear roles, workflows, and accountability across the client team to drive efficiency and service excellence
Serve as a player-coach — stepping in where needed while enabling others to grow in capability
Renewal, Financial & Carrier Strategy
Lead or support the full renewal lifecycle, including financial review, strategy development, carrier negotiations, and implementation
Partner with Client Executive on strategy development, RFP distribution, vendor evaluations, and post-renewal analysis
Advise clients on cost-containment strategies and competitive plan design options
Interpret and communicate plan performance and market trends to inform client decisions
Compliance, Technology & Best Practices
Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
Provide clients with visibility into compliance responsibilities and timelines
Utilize internal systems and reporting tools (D365, Excel, etc.) to support account servicing and document management
Stay current on market trends, wellbeing solutions, and benefits administration technology
Growth, Leadership & Collaboration
Support cross-sell, upsell, and retention opportunities across assigned accounts
Build strong relationships with carrier and vendor partners and leverage for client benefit
Serve as a point of escalation and support for junior team members and peers
Champion enhancements to process, quality standards, and client experience
Professional Development & Culture
Engage in ongoing learning, training, and industry education to expand consulting and leadership capability
Model and reinforce OneDigital values: collaboration, accountability, innovation, and a client-first mindset
Demonstrate proactive problem-solving, initiative, and a positive, can-do mindset
Travel to client sites as needed
Qualifications, Skills and Requirements Experience & Knowledge
8-10 years of employee benefits experience in a broker/consulting environment
Proven success managing a client book and leading complex service deliverables
Strong working knowledge of group health & ancillary products, funding strategies, plan design, and market landscape
Familiarity with quoting, carrier negotiations, and financial/renewal analysis
Experience supporting or contributing to benefits strategy development preferred
Understanding of compliance requirements including ERISA, HIPAA, Section 125, PPACA, and carrier contracting processes
Technical & Analytical Skills
Advanced project management, prioritization, and organizational skills
Strong analytical and problem-solving ability; comfortable interpreting plan data and renewal analysis
Proficiency in MS Office, especially Excel and PowerPoint; CRM/benefits technology systems experience preferred
Capable of learning and leveraging AI and automation tools to enhance delivery
Relationship & Communication Skills
Exceptional verbal and written communication skills; ability to simplify complex concepts
Proven ability to build trust and credibility with clients, carriers, and internal partners
Executive presence and comfort presenting to senior leadership and client decision-makers
Demonstrated ability to handle escalations and challenging situations professionally and calmly
Leadership & Growth Behaviors
Demonstrated leadership qualities with ability to mentor and guide early-career team members (AAM, Analyst, Intern)
Collaborative, team-first mindset with ability to influence without formal authority
High degree of personal accountability, ownership mentality, and follow-through
Curiosity, willingness to stretch into new capabilities, and commitment to professional development
Positive, solutions-oriented approach with resilience in fast-paced environments
Licensing & Education
Current California Life & Health Insurance License (required)
Bachelor’s degree preferred or equivalent industry experience
Active pursuit or willingness to pursue professional designations (e.g., CEBS, SHRM, NAHU certifications)
The typical base pay range for this role nationwide is $150,000 to $165,000 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. 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. To learn more, visit: www.onedigital.com/careers
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. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr