Large Group Account Executive - Hybrid (Irvine, CA)

Account Executive Opportunity

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

Renewal, Financial & Carrier Strategy

Compliance, Technology & Best Practices

Growth, Leadership & Collaboration

Professional Development & Culture

Qualifications, Skills and Requirements :

Experience & Knowledge

Technical & Analytical Skills

Relationship & Communication Skills

Leadership & Growth Behaviors

Licensing & Education

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.

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