Large Group Account Executive - 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 OneDigital.

Our Newest Opportunity: 

The Account Executive (AE) serves as a critical bridge between the Senior Account Manager and Benefit Consultant roles. This position is designed for a high-performing client service leader who is ready to lean out of tactical execution and into strategic client leadership, with the clear goal of progressing into a full-time Benefit Consultant capacity.

The AE leads client retention and growth initiatives within an assigned portfolio, serving as a trusted advisor and strategic partner alongside the Client Executive/Producer. This role advances strategic benefits planning, supports financial and renewal analysis, and contributes to long-range client strategies while maintaining oversight of key service deliverables.

In addition, the AE provides leadership and direction to the client service team, modeling collaboration, accountability, and proactive development. The position owns day-to-day client communication and relationship stewardship, oversees renewal and open enrollment execution, and ensures delivery of a best-in-class client experience as the AE builds toward full consulting autonomy.

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

Client Service Oversight & Relationship Management

• Oversee ongoing client service activities, ensuring consistent execution and a high standard of responsiveness.
• Conduct regular client meetings to ensure satisfaction and alignment.
• Drive client retention by meeting established business goals and proactively identifying opportunities to strengthen relationships.
• Support business development within existing accounts by expanding coverage through product offerings.
• Build and maintain strong, trust-based relationships with client stakeholders, serving as a reliable advisor and advocate.
• Ensure client compliance with annual Form 5500 filing requirements, as applicable.
• Provide guidance to the Client Service Team in resolving routine client concerns and take ownership of investigating and resolving complex or recurring issues involving clients or carriers, ensuring timely and effective resolution.

Partnership With Account Manager & Service Team

• Partner closely with the Account Manager to ensure seamless execution of the service strategy and client deliverables
• Provide coaching, support, and guidance to the Account Manager to advance their strategic skill development
• Mentor and support earlier-career team members (AAM, Analyst, Interns) on tasks, processes, and client interactions
• Reinforce clear roles, workflows, and accountability across the client team to drive efficiency and service excellence
• Serve as a player-coach — stepping in where needed while enabling others to grow in capability

Renewal, Financial & Carrier Strategy

• Lead or support the full renewal lifecycle, including financial review, strategy development, carrier negotiations, and implementation
• Partner with Client Executive on strategy development, RFP distribution, vendor evaluations, and post-renewal analysis
• Advise clients on cost-containment strategies and competitive plan design options
• Interpret and communicate plan performance and market trends to inform client decisions

Compliance, Technology & Best Practices

• Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
• Provide clients with visibility into compliance responsibilities and timelines
• Utilize internal systems and reporting tools (D365, Excel, etc.) to support account servicing and document management
• Stay current on market trends, wellbeing solutions, and benefits administration technology

Growth, Leadership & Collaboration

• Support cross-sell, upsell, and retention opportunities across assigned accounts
• Build strong relationships with carrier and vendor partners and leverage for client benefit
• Serve as a point of escalation and support for junior team members and peers
• Champion enhancements to process, quality standards, and client experience

Professional Development & Culture

• Engage in ongoing learning, training, and industry education to expand consulting and leadership capability
• Model and reinforce OneDigital values: collaboration, accountability, innovation, and a client-first mindset
• Demonstrate proactive problem-solving, initiative, and a positive, can-do mindset
• Travel to client sites as needed

Qualifications, Skills and Requirements:

Experience & Knowledge

• 8-10 years of employee benefits experience in a broker/consulting environment
• Proven success managing a client book and leading complex service deliverables
• Strong working knowledge of group health & ancillary products, funding strategies, plan design, and market landscape
• Familiarity with quoting, carrier negotiations, and financial/renewal analysis
• Experience supporting or contributing to benefits strategy development preferred
• Understanding of compliance requirements including ERISA, HIPAA, Section 125, PPACA, and carrier contracting processes

Technical & Analytical Skills

• Advanced project management, prioritization, and organizational skills
• Strong analytical and problem-solving ability; comfortable interpreting plan data and renewal analysis
• Proficiency in MS Office, especially Excel and PowerPoint; CRM/benefits technology systems experience preferred
• Capable of learning and leveraging AI and automation tools to enhance delivery

Relationship & Communication Skills

• Exceptional verbal and written communication skills; ability to simplify complex concepts
• Proven ability to build trust and credibility with clients, carriers, and internal partners
• Executive presence and comfort presenting to senior leadership and client decision-makers
• Demonstrated ability to handle escalations and challenging situations professionally and calmly

Leadership & Growth Behaviors

• Demonstrated leadership qualities with ability to mentor and guide early-career team members (AAM, Analyst, Intern)
• Collaborative, team-first mindset with ability to influence without formal authority
• High degree of personal accountability, ownership mentality, and follow-through
• Curiosity, willingness to stretch into new capabilities, and commitment to professional development
• Positive, solutions-oriented approach with resilience in fast-paced environments

Licensing & Education

• Current California Life & Health Insurance License (required)
• Bachelor’s degree preferred or equivalent industry experience
• Active pursuit or willingness to pursue professional designations (e.g., CEBS, SHRM, NAHU certifications)

The typical base pay range for this role nationwide is $150,000 to $165,000 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.

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 linked 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 Francsico

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 [AI] 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!