Senior Associate Account Manager - Remote (PST, MST or CST)

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 OneDigital .
Our Newest Opportunity:
The Senior 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:

- Experience working with clients with 1000+ US employees enrolled in benefits

- Experience working with self-funded arrangements with pharmacy and stop loss carve-outs

- Strong knowledge of benefits point solution landscape and experience implementing