Large Group Account Manager - Hybrid (Irvine, CA)

Account Manager

We're looking for a collaborative and detail-oriented Account Manager to join our Employee Benefits team. This role supports a portfolio of mid-market clients, helping to deliver an exceptional client experience through proactive service, strong plan execution, and meaningful partnership with the lead Benefit Consultant. If you're organized, solutions-driven, and ready to grow your expertise in both traditional and emerging funding strategies, we want to hear from you.

Essential Duties and Responsibilities (include but are not limited to) :

Manage the day-to-day service needs of a defined block of mid-market clients, typically fully insured and ranging from 100 to 1,000 lives

Partner with the lead Benefit Consultant to support renewal preparation, carrier / vendor coordination, and ongoing strategy execution

Serve as the main point of contact for client questions, service requests, and issue resolution throughout the year

Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication

Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through

Learn and grow your understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities in more complex account support

Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists

Build trust-based client relationships through responsiveness, accuracy, and attention to detail

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 :

3+ years of experience in employee benefits account management or group insurance (brokerage or carrier experience preferred)

Strong grasp of fully insured benefit plans and general employee benefits administration

Interest in learning about self-funded and alternative funding strategies

Excellent project management and organizational skills

Professional and proactive communication style both written and verbal

Team player who thrives in a fast-paced, service-oriented environment

Working knowledge of all Microsoft Office products especially excel and PowerPoint, required

Experience with database applications, a plus.

Bachelor's Degree, preferred

Life & Health License (or ability to obtain within first 90 days)

The typical base pay range for this role nationwide is $90,000 to $100,000 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. 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"). 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.