OneDigital

Account Executive

• Manage and coordinate daily operations and relationships between clients, brokers, and vendors
• Analyze monthly data to identify cost drivers related to drug utilization
• Develop and deliver quarterly reviews detailing performance and reporting
• Identify cost-effective strategies to manage wasteful spending and specialty medication cost control
• Educate all pharmacy consulting practice departments with clinical updates, trends, and industry updates
• Support all pharmacy consulting practice departments with escalated clinical issues
• Serve as a clinical resource for client and broker decision support
• Develop a clear understanding to meet client’s needs, goals, and objectives
• Establish and manage effective client, broker, and vendor relationships
• Assist with prospecting calls with broker/consultant
• Assist with the formulation and presentation of the RFP results to prospects and clients
• Present clinical data to clients and lead strategy discussions
• Interpret, translate, and monitor PBM clinical design, rules, and formulary
• Coordinate and monitor clinical programs from the PBMs and other vendors
• Collaborate regularly with PBM and other program vendors

Clinical Account Executive

Sales

• Support production of monthly producer compensation process
• Validate and audit monthly commission data for compliance, accuracy, and completeness
• Provide ongoing support by researching and resolving producer compensation inquiries
• Assist with month-end close reporting and analysis
• Provide policy and procedural guidance and training to producers across the organization
• Assist with the onboarding process for new and recent acquisitions as it relates to sales compensation
• Perform ad-hoc analysis / reporting and additional responsibilities as requested or assigned

Sales Compensation Analyst

Analyst

• Conducts all aspects of marketing and financial analysis related to clients’ group benefit programs
• Works closely and collaboratively with the Account Manager and Benefits Consultant as subject matter expert to produce and present benefit and financial illustrations
• Creates, owns & delivers detailed reports and presentations of marketing information
• Maintains accurate, current, organized and complete market information in internal databases
• Owns the renewal projection calculations, data analytics
• Owns the carrier negotiation process
• Develops and maintains strong working relationships with carrier partners
• Communicates and educates team on latest client data trends
• Prepares accurate market exhibits for proposal responses, quarterly and annual client meetings
• Assists the Account Manager to review client utilization reports and identifies opportunities for plan design and product changes
• Owns the Request for Proposal (RFP) process
• Manages day to day client issues
• Builds relationships with client through proactive communications
• Assists clients and/or consultants with 5500 form filings, wrap documents, non-discrimination testing as applicable
• Assists in growing the book of business through cross-sale opportunities when available

Market Analyst

Consultant

• Retaining clients and their existing book of business
• Overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Effectively communicating OneDigital’s value proposition and latest industry trends to active clients
• Developing sophisticated benefit design and renewal strategies and driving the development of solutions to address complex client issues
• Working closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy, and post-renewal analysis
• Determining the full scope of services to be provided to client
• Clearly establishing and communicating timelines with the client service team(s) and keeping them apprised of changes and renewal updates
• Maintaining accountability for revenue and profitability for client accounts and projects
• Monitoring the success of projects in terms of scope, budget, timeliness, and client satisfaction
• Overseeing the onboarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team, and timeline
• Ensuring client service team(s) exceed client expectations
• Growing book through cross-selling opportunities
• Cultivating and maintaining strong relationships with clients and carriers
• Establishing effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attending carrier events to remain up to date and knowledgeable of carrier plans and changes
• Maintaining a full understanding of the insurance markets, funding alternatives, networks, and benefit plan options
• Ensuring accuracy of client data in CRM
• Remaining fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state-sponsored health insurance exchanges

Benefits Consultant

• The Strategic Account Executive is responsible for managing client interactions and account maintenance
• Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery
• Proactively assesses, clarifies and validates customer needs on an ongoing basis
• Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis
• Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc
• Escalate any client or broker issues with PBMs
• Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities
• Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files

Strategic Account Executive

Client Services Representative

• Focus on functions and responsibilities designed to improve and enhance workflows, timeliness, and client responsiveness
• Provide dedicated and important support in the overall Client experience
• Work as part of a Team that cares for the clients’ needs

Client Service Specialist

Payroll

• manage and administer HR, Payroll and Benefits for multiple clients including employee health and welfare, retirement plans and leaves of absences
• manage multi-state payrolls and HRIS components within multiple human capital management platforms
• provide guidance to management and employees regarding client specific policies and procedures
• interpret existing policies and procedures and develop operational improvements to processes for multiple clients for matters related to HR, Payroll and Benefits Administration
• serve as key support for Managers and above related to HR and Payroll Services in all functions for multiple clients

Payroll Manager

Manager

• Develop standard operating procedures (SOP) and best practices for internal communications strategy that promote our corporate culture, reinforce OneDigital's values, and facilitate open, transparent communication across the organization
• Ensure SOP aligns with corporate communications and events to reduce redundancy and confusion, as well as drive awareness in overall OneDigital news, culture, events, etc.
• Ensure SOP includes best practices to monitor and measure the impact of internal communications through participation rates, open rates, and employee feedback.
• Use insights to continuously refine messaging, channels, and cadence.
• Directly manage the Engagement & Communications team, serving as the primary point of escalation, performance coach, and day-to-day resource.
• Continuously evaluate team member performance; conduct regular one-on-one meetings with an emphasis on growth, accountability, and support.
• Oversee and balance the team's workload — facilitating case-level strategy discussions and ensuring capacity is well-managed across peak periods.
• Evaluate, document, and implement key departmental processes in partnership with market and national practice leaders.
• Collaborate with Shared Services, market offices, and national leadership to execute on shared initiatives and drive practice-wide goals.
• Facilitate training for experienced and new team members; identify skill-building opportunities aligned with team and organizational goals.
• Serve as an in-house subject matter expert on employee engagement, communications and wellbeing.
• Act as the SME for engagement-related platforms and vendors (e.g., Brainshark, Canva, Simplebooklet, decision support tools, mobile apps, microsites, etc.).
• Provide guidance, training, and recommendations to internal teams.
• Participate in client presentations, finalist meetings, and prospect seminars.
• Represent the Engagement & Communications practice with confidence and expertise.
• Serve as the practice liaison to the market, working closely with client service teams, Market Leaders, and National Practice Leaders across Georgia, the South Region, and nationally to deploy initiatives and share best practices.
• Oversee the annual review, update, and maintain a library of customizable, compliant, and on-brand templates for team-wide use.
• Ensure Team’s timely production and error-free delivery of all engagement content — including benefit guides, flyers, presentations, videos, digital content, and wellbeing collateral.
• Identify opportunities and implement strategies for external employee engagement spanning communications, wellbeing, and decision support for clients.
• Conduct discovery meetings, review carrier and population health management data, and provide tailored engagement strategy to clients.
• Serve as the dedicated SME for Engagement & Communications on a small book of business for high-revenue clients. Determining opportunities to engage the National Practice on appropriate clients and prospects.

Senior Manager of Engagement, Education

Customer Advocate

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Client Advocate

Account Manager

• Works closely with Benefits Consultants to service assigned book of business
• Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business
• Manages day-to-day tasks related to the development and deployment of client employee benefit packages
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Assists with renewals and new business applications
• Assists with communications, follow-up and distribution of applications to carriers
• Monitor and maintains the Mail Folder
• Collects missing information from groups and sends approval letters to clients
• Updates census, policy information and commissions for all accounts and policies in Microsoft CRM
• Attaches applications to appropriate client file in Microsoft CRM
• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
• Support client relationships through the development of proactive communications
• Comfortable conducting client education and service transactions via email and telephone
• Assists clients with 5500 form filings, as applicable
• May be required to travel for training or conference, which may require overnight stay

Human Resources

• Managing HR programs and projects partnering with internal team and clients
• Executing and optimizing day-to-day HR processes
• Processing full cycle payroll
• Implementing strategic and tactical HR plans and processes
• Providing effective remote and on-site consultative support as required
• Conducting HR research and assisting in developing, implementing, and executing HR policies

HR Generalist

Financial Planning and Analysis

• supports all aspects of financial analysis related to clients’ benefit programs
• works closely and collaboratively with other members of the financial support team
• delivers benefit and financial illustrations for clients to evaluate their benefit plans
• identifies risk in existing benefit plans through data analytics
• mines data from primary and secondary sources and cleans raw data
• creates and maintains documentation of analytics processes
• collaborates with Account Managers to review client utilization reports
• drafts client reports and analyzes data for product changes

Financial Benefits Analyst

Operations

• Oversee the preparation of quarterly investment management documentation
• Conduct regular fee analysis and benchmarking to ensure optimized plan performance
• Develop comprehensive plan review meeting materials to facilitate client communication
• Manage key dates and events for clients and advisors, including fund changes, notices, 5500 filings, and compliance deadlines
• Lead the process of plan amendments and recordkeeper fund changes
• Review and approve retirement plan invoices to ensure accuracy
• Maintain and update fee and service agreements for plan sponsors
• Manage new business and lost business processes, ensuring accurate submission and monitoring
• Provide general support to advisors and clients, addressing inquiries and resolving administrative issues
• Compile fund line-up proposals for clients, considering investment options and fees
• Oversee communication related to fund or plan changes, keeping clients and advisors informed
• Schedule and follow up on client meetings to ensure effective communication and relationship management
• Coordinate RFP due diligence research to support new business initiatives
• Plan and schedule participant education sessions, including enrollment meetings
• Conduct research and develop communication materials to promote participant education initiatives
• Manage reminders to clients regarding fiduciary and financial academy opportunities
• Oversee the review and update of Salesforce data related to plan design, contacts, and marketing distribution
• Manage and maintain personal and team productivity in Salesforce
• Support the implementation of Workplace to Wealth strategies

Retirement Operations Manager

• Own and manage the client relationship end-to-end as a non-producing relationship manager, serving as the primary point of contact for plan sponsors and provider partners.
• Provide excellent client service that aligns with our company’s values and reputation.
• Partner with the Plan Advisor to build and execute annual service and relationship plans, including governance calendars, deliverables, and client communications.
• Participate and collaborate with the retention team’s client servicing efforts and practices.
• Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables, and create agendas, meeting minutes, and follow-up communications.
• Review and prepare quarterly investment and fiduciary reports and support benchmarking and fee analysis activities.
• Update client records and workflows in Salesforce (CRM) and fi360/Toolkit® (investment monitoring system) to ensure accurate documentation and follow-through.
• Research client inquiries regarding plan compliance and operations, proactively leveraging internal resources and escalating appropriately to advisors, specialists, and external partners.
• Work with service partners to provide day-to-day support to plan administrators and participants.
• Oversee plan conversion projects, coordinate implementation timelines, and support provider relationship management.
• Work with internal OneDigital partners on joint client initiatives and bring the right experts to the table to solve client needs.
• Facilitate participant education initiatives and collaborate with lead financial coach(es) assigned (as applicable).
• Support and facilitate year-end compliance processes and plan audits as needed.

Senior Client Relationship Manager

• Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
• Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• Determines the full scope of services to be provided to client
• Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
• Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Ensures client service team(s) exceeds client expectations
• Grows book through cross-selling opportunities
• Cultivates and maintains strong relationships with clients and carriers
• Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensures accuracy of client data in CRM
• Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges