Senior Account Executive – Strategic Accounts

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $150k - $170k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Serve as a senior operational lead on complex client accounts • Partner closely with the Producer, Managing Consultant, and Senior Benefit Consultant to execute client strategy • Own and continuously elevate the overall client experience • Act as a primary point of contact for senior client stakeholders • Lead execution of complex renewal cycles • Manage and coordinate all day-to-day service delivery across a multi-disciplinary team • Drive accountability across the service team by managing timelines, deliverables, and quality standards • Align service delivery with the client’s broader business objectives • Identify, anticipate, and proactively resolve service risks and gaps • Mentor and elevate junior team members

🎯 Requirements

• 7+ years of experience in employee benefits account management • Proven experience supporting self-funded and complex benefit structures • Bachelor’s Degree preferred • Life & Health License required • Advanced proficiency in Microsoft Excel and PowerPoint required • Experience working with data, reporting, and analytics tools preferred • Ability and willingness to attend in-person client meetings and travel as needed

🏖️ Benefits

• Health insurance • Wellbeing programs • Retirement plans • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses • Employee perks and discounts