Account Executive - Hybrid (Irvine, Los Angeles or San Diego, CA)
OneDigital, Los Angeles, CA, United States
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) is a client-facing benefits strategist responsible for leading consulting and renewal strategy for mid-market clients and supporting strategy execution on large and national accounts.
For mid-market clients, the AE serves as the lead consultant, partnering with the Client Executive/Producer and Account Manager to develop, deliver, and execute benefits strategy. The AE owns the renewal process, financial strategy, and client recommendations, acting as the primary strategic advisor to the client.
For large and national clients, the AE partners with the Client Executive/Producer and Senior Benefits Consultant (SBC) to execute strategy, translating strategic direction into actionable plans, coordinating deliverables, and supporting financial storytelling and client presentations.
Across all clients, the AE leads alignment between strategy, financial analysis, and execution—while providing direction to the service team to ensure a consistent, high-quality client experience. This role is a key leadership position within the service model, operating as a player‑coach and building toward full consulting autonomy.
Essential Duties and Responsibilities
Client Service Oversight & Relationship Management
Lead the overall client experience for assigned accounts, ensuring alignment between strategy, service delivery, and client expectations
For mid-market clients, serve as the primary strategic contact, leading client conversations and guiding decision-making
For large clients, support the SBC and Producer in client engagement, ensuring follow-through and clarity of execution
Conduct regular client meetings to ensure satisfaction, alignment, and proactive planning
Build and maintain strong, trust-based relationships with client stakeholders
Drive client retention by identifying opportunities to strengthen relationships and expand services
Provide guidance to the Client Service Team in resolving client concerns and take ownership of complex or escalated issues
Partnership With Account Manager & Service Team
Partner closely with the Account Manager to ensure seamless execution of strategy and deliverables
Translate strategy into clear direction, timelines, and expectations for the service team
Provide coaching and development to the Account Manager to elevate strategic thinking and client readiness
Mentor and support earlier-career team members (AAM, Analyst, Interns)
Reinforce clear roles, workflows, and accountability across the client team
Operate as a player‑coach, stepping in where needed while prioritizing team development and ownership
Renewal, Financial & Carrier Strategy
For mid-market clients, lead the full renewal lifecycle, including financial review, strategy development, carrier engagement, and client presentation
For large clients, support SBC‑led strategy, contributing to financial analysis, recommendations, and execution planning
Review and interpret financial models, claims data, and utilization trends to guide strategy
Develop and present plan recommendations aligned to client goals and market conditions
Partner with Client Executive/Producer on RFP strategy, vendor evaluation, and negotiations
Translate analytics into clear, client‑ready insights and recommendations
Compliance, Technology & Best Practices
Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
Ensure clients have visibility into compliance responsibilities and timelines
Utilize internal systems and reporting tools (D365, Excel, etc.) to support account servicing and documentation
Stay current on market trends, wellbeing solutions, and benefits technology
Identify and implement process improvements that enhance efficiency and client experience
Growth, Leadership & Collaboration
Support cross‑sell, upsell, and retention opportunities across assigned accounts
Partner with Producers to identify and advance growth strategy within the client portfolio
Build strong relationships with carrier and vendor partners
Serve as a point of escalation and leadership for team members and peers
Champion high standards for quality, consistency, and client experience
Professional Development & Culture
Engage in ongoing learning to build consulting, financial, and leadership capabilities
Demonstrate progression toward full consulting ownership and autonomy
Model and reinforce OneDigital values: collaboration, accountability, innovation, and a client‑first mindset
Demostrate proactive problem‑solving, initiative, and ownership
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 (AM, 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 $170,000 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) is a client-facing benefits strategist responsible for leading consulting and renewal strategy for mid-market clients and supporting strategy execution on large and national accounts.
For mid-market clients, the AE serves as the lead consultant, partnering with the Client Executive/Producer and Account Manager to develop, deliver, and execute benefits strategy. The AE owns the renewal process, financial strategy, and client recommendations, acting as the primary strategic advisor to the client.
For large and national clients, the AE partners with the Client Executive/Producer and Senior Benefits Consultant (SBC) to execute strategy, translating strategic direction into actionable plans, coordinating deliverables, and supporting financial storytelling and client presentations.
Across all clients, the AE leads alignment between strategy, financial analysis, and execution—while providing direction to the service team to ensure a consistent, high-quality client experience. This role is a key leadership position within the service model, operating as a player‑coach and building toward full consulting autonomy.
Essential Duties and Responsibilities
Client Service Oversight & Relationship Management
Lead the overall client experience for assigned accounts, ensuring alignment between strategy, service delivery, and client expectations
For mid-market clients, serve as the primary strategic contact, leading client conversations and guiding decision-making
For large clients, support the SBC and Producer in client engagement, ensuring follow-through and clarity of execution
Conduct regular client meetings to ensure satisfaction, alignment, and proactive planning
Build and maintain strong, trust-based relationships with client stakeholders
Drive client retention by identifying opportunities to strengthen relationships and expand services
Provide guidance to the Client Service Team in resolving client concerns and take ownership of complex or escalated issues
Partnership With Account Manager & Service Team
Partner closely with the Account Manager to ensure seamless execution of strategy and deliverables
Translate strategy into clear direction, timelines, and expectations for the service team
Provide coaching and development to the Account Manager to elevate strategic thinking and client readiness
Mentor and support earlier-career team members (AAM, Analyst, Interns)
Reinforce clear roles, workflows, and accountability across the client team
Operate as a player‑coach, stepping in where needed while prioritizing team development and ownership
Renewal, Financial & Carrier Strategy
For mid-market clients, lead the full renewal lifecycle, including financial review, strategy development, carrier engagement, and client presentation
For large clients, support SBC‑led strategy, contributing to financial analysis, recommendations, and execution planning
Review and interpret financial models, claims data, and utilization trends to guide strategy
Develop and present plan recommendations aligned to client goals and market conditions
Partner with Client Executive/Producer on RFP strategy, vendor evaluation, and negotiations
Translate analytics into clear, client‑ready insights and recommendations
Compliance, Technology & Best Practices
Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
Ensure clients have visibility into compliance responsibilities and timelines
Utilize internal systems and reporting tools (D365, Excel, etc.) to support account servicing and documentation
Stay current on market trends, wellbeing solutions, and benefits technology
Identify and implement process improvements that enhance efficiency and client experience
Growth, Leadership & Collaboration
Support cross‑sell, upsell, and retention opportunities across assigned accounts
Partner with Producers to identify and advance growth strategy within the client portfolio
Build strong relationships with carrier and vendor partners
Serve as a point of escalation and leadership for team members and peers
Champion high standards for quality, consistency, and client experience
Professional Development & Culture
Engage in ongoing learning to build consulting, financial, and leadership capabilities
Demonstrate progression toward full consulting ownership and autonomy
Model and reinforce OneDigital values: collaboration, accountability, innovation, and a client‑first mindset
Demostrate proactive problem‑solving, initiative, and ownership
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 (AM, 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 $170,000 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