Associate Account Manager

OneDigital

Associate Account Manager supporting Senior Benefits Consultant and clients with benefit administration at OneDigital. Ensuring service deliverables meet client expectations while handling compliance and accuracy.

Posted 4/24/2026full-timeCupertino • California • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $72,500 per yearWebsite

About the role

Key responsibilities & impact

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
Works closely with Senior Benefits Consultant to support the renewal process
Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
Completes client compliance checklist and needed requirements

Requirements

What you’ll need

2+ years’ experience in broker agency or other corporate benefit administration experience
Current Life and Health license, preferred
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

Comp & perks

Health insurance
Retirement plans
Paid time off
Employee perks and discounts
Robust learning and development programs
Reimbursement of job-related expenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

benefit administrationhealth productsancillary productsquoting processinsurance contractscompliance checklist

Soft Skills

advisory capacityclient managementaccuracy reviewcollaboration

Certifications

Life and Health license