Associate Account Manager - Hybrid (Irvine, CA)
OneDigital, Irvine, California, United States, 92713
Associate Account Manager
The 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. This role serves as a trusted partner in executing final plan decisions, reviewing benefit materials for accuracy, and facilitating communication between clients, carriers, and internal teams. This role also supports the renewal process, manages compliance-related tasks such as 5500 filings and SPD wrap documents, and plays a vital role in onboarding new client divisions and guiding carrier implementations. Success in this role requires strong organizational skills, attention to detail, and a proactive, service-oriented mindset. Essential Duties and Responsibilities (include but are not limited to): 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. Coordinates and reviews the accuracy of client-facing materials including final plan decisions, Open Enrollment communications, and mid-year education campaigns. 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. Assists with client acquisitions and new division onboarding by gathering necessary information, coordinating carrier/vendor setup, and notifying internal teams of updates. Supports Open Enrollment project management by helping develop and maintain timelines, coordinating between internal teams (communications, technology), and scheduling OE meetings and vendor participation. Oversees the post-enrollment audit process and manages any required corrections in collaboration with internal and external partners. 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: 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 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 Other: Health/Life License required The typical base pay range for this role nationwide is $70,000 to $85,000 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. OneDigital is an equal opportunity employer. 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"). 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. Thank you for your interest in joining the OneDigital team!
The 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. This role serves as a trusted partner in executing final plan decisions, reviewing benefit materials for accuracy, and facilitating communication between clients, carriers, and internal teams. This role also supports the renewal process, manages compliance-related tasks such as 5500 filings and SPD wrap documents, and plays a vital role in onboarding new client divisions and guiding carrier implementations. Success in this role requires strong organizational skills, attention to detail, and a proactive, service-oriented mindset. Essential Duties and Responsibilities (include but are not limited to): 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. Coordinates and reviews the accuracy of client-facing materials including final plan decisions, Open Enrollment communications, and mid-year education campaigns. 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. Assists with client acquisitions and new division onboarding by gathering necessary information, coordinating carrier/vendor setup, and notifying internal teams of updates. Supports Open Enrollment project management by helping develop and maintain timelines, coordinating between internal teams (communications, technology), and scheduling OE meetings and vendor participation. Oversees the post-enrollment audit process and manages any required corrections in collaboration with internal and external partners. 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: 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 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 Other: Health/Life License required The typical base pay range for this role nationwide is $70,000 to $85,000 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. OneDigital is an equal opportunity employer. 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"). 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. Thank you for your interest in joining the OneDigital team!