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Account Executive - Remote (california) - Remote Eligible

Support clients through the entire benefits implementation process from quote to finalization
Remote
Senior
yesterday
OneDigital

OneDigital

A strategic advisory firm offering solutions in employee benefits, human resources, retirement, and insurance services for businesses.

Account Executive Opportunity

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what's most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

Our Newest Opportunity:

The Account Executive will start at 50+ implementation and possibly over $25,000 in annual revenue. He/she will assist with the new business quoting process to final stages of implementation. This position will work in partnership with the Sales Consultant as an extension of the team.

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

  • Remain up to date and knowledgeable on current industry, market and regulatory changes and ensure clients remain educated on relevant and key updates
  • Manage escalated service issues to ensure resolution and client satisfaction
  • Review RFPs to ensure proper strategy is being executed
  • Work closely with Sales Consultants to identify markets for solicitation of new business
  • Perform additional responsibilities and requests as requested

Qualifications, Skills and Requirements:

  • Must have excellent verbal and written communication skills, with the ability to communicate efficiently and effectively with C-suite clients and prospective clients
  • Must possess the ability to work with clients at a senior strategic level
  • Strong leadership skills
  • Must be self-motivated and disciplined
  • Ability to thrive in fast-paced environment
  • Must be highly skilled in use of Microsoft Office
  • Experience with customer relationship management (CRM) software program, preferred
  • Must be organized and detail-oriented, with the ability to meet deadlines and work well with others

Education, Training and Experience:

  • BA/BS Degree
  • Minimum 7-10 years' experience in benefits account management in a consultative role
  • Current life and health insurance license
  • Familiarity and practical knowledge of quoting process and tools

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. To learn more, visit www.onedigital.com/careers.

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"). A copy of the Federal EEO poster is available here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

  • City and County of San Francisco
  • City of Los Angeles
  • County of Los Angeles

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.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!

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Account Executive - Remote (california) - Remote Eligible
Remote
Account Executive
About OneDigital
A strategic advisory firm offering solutions in employee benefits, human resources, retirement, and insurance services for businesses.