Account Manager

OneDigital

Account Manager responsible for day-to-day client relations and benefits strategy in a people-focused insurance organization. Managing client needs and maintaining proper service deliverables with team collaboration.

Posted 6/12/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Manages and maintains assigned book of business
Serves in an advisory capacity for clients
Delegates work assignments to internal service team members
Leads the renewal process and benefits strategy; collaborates with Client Executives as appropriate
Manages day to day client issues
Conducts needs analysis and strategy calls
Conducts enrollment meetings as needed
Conducts regular face-to-face meetings with clients
Advises clients in reducing costs while offering competitive benefits options
Owns compliance-related items and obligations for assigned clients
Assists in growing the book of business through cross-sale opportunities when available
Builds relationships with clients through proactive communications
Communicates and educates clients on latest trends, concerns and changes in the industry

Requirements

What you’ll need

3+ years' experience in account management or in a consultative role
Prior experience in broker agency or benefit administration firm
Current Life and Health license
Thorough knowledge of health and ancillary products
Working knowledge of all Microsoft Office products
Familiarity and practical knowledge of quoting process and tools (preferred)
Bachelor's Degree (preferred)
Experience with database applications (a plus)

Benefits

Comp & perks

Health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
Variable compensation, commission, and/or annual bonus based on individual performance
Reimbursement of job-related expenses per company policy
Employee perks and discounts
Robust learning and development programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementconsultative rolehealth productsancillary productsquoting processdatabase applications

Soft Skills

advisory capacitydelegationclient communicationrelationship buildingproblem solving

Certifications

Life and Health licenseBachelor's Degree