Associate Account Manager - Hybrid; Irvine, CA

Position: Associate Account Manager - Hybrid (Irvine, CA)
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 One Digital.
** Our Newest Opportunity:
** Job Description The Associate Account Manager plays a key support role within the client service team, working in close partnership with Senior Account Managers and Account Managers to deliver high-quality service and ensure a seamless client experience. This role is responsible for assisting in the day-to-day servicing of a defined book of business, managing client requests, and coordinating internal and external resources to meet client needs across plan administration, compliance, open enrollment, and implementation activities.

This role serves as a trusted partner in executing final plan decisions, reviewing benefit materials for accuracy, and facilitating communication between clients, carriers, and internal teams. This role also supports the renewal process, manages compliance-related tasks such as 5500 filings and SPD wrap documents, and plays a vital role in onboarding new client divisions and guiding carrier implementations. Success in this role requires strong organizational skills, attention to detail, and a proactive, service-oriented mindset.
** Essential Duties and Responsibilities (include but are not limited to):
**** Responsibilities:
*** Supports
** Senior Account Managers
** and
** Account Managers
** in managing an assigned book of business, acting as a collaborative partner on client deliverables and service execution.
* Serves in an advisory capacity for clients, addressing day-to-day service needs and escalating issues related to eligibility, billing, and advocacy as appropriate.
* Coordinates and reviews the accuracy of client-facing materials including final plan decisions, Open Enrollment communications, and mid-year education campaigns.
* Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process, ensuring timely and accurate delivery of materials and recommendations.
* Reviews insurance contracts, SBC’s, and benefit summaries to confirm alignment with sold plans and client expectations.
* Supports compliance deliverables, including completion of compliance checklists and coordination of 5500 filings, CMS reminders, SPD wrap documents, and related requirements.
* Assists with client acquisitions and new division onboarding by gathering necessary information, coordinating carrier/vendor setup, and notifying internal teams of updates.
* Supports Open Enrollment project management by helping develop and maintain timelines, coordinating between internal teams (communications, technology), and scheduling OE meetings and vendor participation.
* Oversees the post-enrollment audit process and manages any required corrections in collaboration with internal and external partners.
* Aids in carrier implementation by guiding clients through setup, attending implementation calls, collecting documentation, and collaborating with internal teams for accurate processing.
* Partners with benefits technology teams to provide accurate data for benefits administration system setup and updates throughout the year.
* Maintains client plan(s) detail updates CRM (D365)
** 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:

*** 2+ years’ experience in broker agency or benefit administration firm, required
*…