OneDigital

Senior Associate Account Manager

OneDigital

full-time

Posted on:

Location Type: Hybrid

Location: Irvine • California • 🇺🇸 United States

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Salary

💰 $80,000 - $90,000 per year

Job Level

Senior

About the role

  • Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
  • Serves in an advisory capacity for clients on day to day issues
  • Reviews accuracy of client work assignments from internal service team members including but not limited to the SPR, Open Enrollment material, mid-year education campaigns
  • Works closely with Senior Benefits Consultant and Account Manager to manage the renewal process
  • Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
  • Completes client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document, as applicable
  • Mentors other AAMs, contributes to team development, and helps implement best practices, projects, and standard operating procedures to enhance overall team performance

Requirements

  • 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
Benefits
  • Health insurance
  • Wellbeing programs
  • Retirement and financial benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Reimbursement of job-related expenses
  • Employee perks and discounts

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
benefit administrationcompliance checklist5500 filingSBC distributionSPD wrap documenthealth productsancillary productsquoting processinsurance contractsbenefit summaries
Soft skills
advisory capacitymentoringteam developmentbest practices implementationproject managementstandard operating proceduresclient managementaccuracy reviewcommunicationcollaboration
Certifications
Life and Health license
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