OneDigital

Human Resources

• Independently manage and own an assigned book of benefits clients
• Serve as the primary point of contact for benefits administration, system configuration, and compliance-related inquiries
• Resolve complex client issues efficiently while keeping clients informed of status and anticipated resolution timelines
• Maintain strong partnerships with Carrier Relations, Client Relations, Systems, Payroll, Sales, and Compliance teams to deliver seamless service
• Document all client interactions, actions, and resolutions within the case management system
• Lead the specification and implementation of benefits plan designs for renewals and new client plan additions
• Maintain data integrity across all benefits systems, ensuring accuracy of enrollments, elections, rates, and system records
• Serve as a subject matter expert for benefits administration and HRIS platforms
• Optimize benefits systems by analyzing data, improving workflows, documenting procedures, and implementing process improvements
• Responsible for quality control and adherence to established procedures
• Manage open cases to ensure timely resolution
• Ensure accurate triage, escalation, and follow-through on all inquiries
• Identify recurring service issues or utilization trends and recommend solutions
• Drive service efficiency initiatives, automation opportunities, and continuous improvement efforts
• Utilize data processing or support teams for repetitive tasks whenever possible to optimize overall service delivery
• Take ownership of professional development, stretch assignments, and special projects
• Act as a mentor and resource for Benefits Specialist I or junior team members, as needed
• Contribute actively to departmental goals, quarterly objectives, and strategic initiatives

Benefits Specialist II

QA Engineer

• Design and execute test plans for AI-powered applications across both output quality and functional behavior
• Evaluate AI responses for accuracy, consistency, hallucination, and edge case handling
• Test application workflows, UI behavior, and integrations across internal and client-facing tools
• Identify, document, and track defects using standard issue tracking tools (e.g., Jira or equivalent)
• Partner with AI Builders and Product Managers to define acceptance criteria and quality standards for AI features
• Develop and maintain repeatable test cases and QA documentation as AI applications evolve
• Conduct regression testing as applications are updated or new features are released
• Collaborate with the Principal Engineer and product team to surface quality risks early in the build process
• Contribute to defining what “good” looks like for AI output quality at OneDigital, helping shape internal QA standards for LLM-based applications
• Support testing across multiple business lines including Employee Benefits, Retirement, Wealth, and P&C

AI Quality Assurance Analyst

• Provides client support on HR matters
• Interprets client contracts and management of billable work
• Serves as contact for clients and clients’ employees
• Keeps internal and external management advised of potential problem areas
• Develops, prepares, and conducts training content for webinars
• Maintains professional and technical knowledge by attending educational workshops
• Other duties as assigned

HR Consultant

Sales

• Own the strategy and performance of the sales technology stack
• Define how sellers work and wire that vision into the tools they use
• Lead the strategic evaluation of AI-first versus technology-first solutions
• Drive measurable adoption of the sales technology stack across all seller segments
• Partner with Sales Leadership and the Sales Enablement Coach to ensure alignment with seller workflows and coaching frameworks
• Define and track utilization and performance metrics for every tool in the stack

Director of Sales Technology

Financial Planning and Analysis

• Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
• Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advise clients on all aspects of wealth management including: asset allocation, financial management and wealth planning
• Serve as a resource for clients with complex wealth management needs and financial planning solutions
• Exhibit technical knowledge and competency in financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
• Explain the value proposition of wealth management services to retirement plan participants
• Qualify potential business leads and close qualified business
• Develop leads through working with existing plan clients, educational efforts, networking and client referrals
• Meet annual sales goals by advancing prospects through the opportunity pipeline to close business
• Work closely with the Portfolio Management Team to understand the financial philosophy and ensure that clients are provided with the best financial solutions
• Meet with clients regularly to ensure financials align with their goals, risk tolerance and personal situation
• Work in conjunction with the service team on day to day service including financial review meetings and financial planning

Financial Advisor

Consultant

• Oversees candidate management in the online recruitment system including communications and candidacy updates
• Creates and revises job descriptions for clients that accurately reflect the duties and responsibilities of the position
• Posts jobs recommending the most appropriate career site and working within client budget
• Performs passive sourcing of candidates utilizing social media networks and resume databases to search for and connect with potential clients
• Strategizes on job sourcing and identifies opportunities for improvement to optimize the process
• Reviews resumes to pre-screen candidates and coordinates interviews with Recruiters and Hiring Managers
• Coordinates offer process including conducting reference checks, facilitating background checks and extending offers to candidates as well as ensuring that follow-up communications are provided to non-selected candidates as needed
• Performs system administration for applicant tracking system (ATS) and runs reports to capture metrics and analytics for team and leadership meetings
• Collaborates with Recruitment Team, attends daily briefings and participates in assessments of the recruitment process to optimize efficiency
• Implements changes to process, forms, etc. based on feedback from team
• Responsible for building and maintaining a strong relationship with recruitment vendors to ensure that their services meet our needs
• Partners with Principal on cost negotiations and annual renewals
• Researches topics and drafts/edits slides and other documents for monthly newsletters, marketing tools, webinars and toolkits, gathering and incorporating input from the team
• Provides back-up coverage for Recruitment Consultants during vacations
• Performs additional duties, as assigned by management.

Senior Talent Consultant

• Manage ASO and PEO migration team to ensure clients start on projected timeline.
• Strong Communication skills between all parties and across departments.
• Assist team on problem solving as well as any escalations that arise.
• Mentor and guide migration teams to succeed in their career goals.
• Front line Manager for both ASO and PEO DigitalEdge builds
• Monitors KPI’s on all internal and external deliverables.
• Recommends and Builds SOP’s which will provide a better Customer Experience
• Works with multiple teams and departments as needed
• Mentors team by having weekly 1:1 meeting along with evaluating and monitoring their work loads.
• Conducts internal team meeting(s) and trains when needed
• Participates, when necessary, in welcome meeting with intros, expectations, timelines, ASO & PEO explanation.
• Able to implement payroll as well as Time and Labor in both the ASO and PEO platforms during overflow situations or key strategic projects
• May need to travel to an onsite location to onboard or manage an account
• Other duties as appropriate to the objectives of the role and goals of Resourcing Edge

Senior HR Integration Consultant

• Responsible for managing and growing a book of retirement plan clients
• Designing and implementing retirement plan structures
• Building trusted plan sponsor relationships
• Actively communicating with clients to deliver an exceptional client experience
• Developing a pipeline of prospective clients through referrals and other channels
• Managing direct ownership of client relationships and ensuring client satisfaction
• Providing retirement plan consulting, plan design, benchmarking, and fiduciary guidance
• Facilitating fiduciary training for plan sponsors
• Coordinating activities of the client service team for a cohesive client experience

Retirement Plan Consultant

Marketing Analyst

• Evaluate current and proposed insurance contracts for clients, assessing competitiveness and overall viability of ancillary benefit packages
• Develop request for proposals (RFPs) and marketing presentations based on carrier proposals, ensuring clarity and alignment with client objectives
• Collaborate closely with internal sales team to ensure sales activities support strategic business goals
• Maintain accurate and up to date records in client management systems, ensuring documentation meets quality standards
• Utilize technology, including API’s and digital tools, to optimize quoting processes, workflow efficiency and client service
• Provide back up support for Senior Benefit and Marketing Analysts, contributing to benefit spreading for marketing presentation development
• Deliver timely, accurate and strategic analyses to support internal sales efforts and drive informed client decisions

Benefit Marketing Analyst

Account Manager

• Manages and maintains assigned book of business, including but not limited to RFP activity, client implementations and escalated service topics
• Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities
• Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes
• Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients
• Manages the sold case process for all assigned accounts
• Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps
• Builds relationships with brokers through proactive communications
• Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry
• Advises clients in reducing costs while offering competitive benefits options
• Assists in growing the book of business through cross-sale opportunities when available
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team and has a strong sense of ownership

Full-stack Engineer

• Working with a team to develop, test, and maintain business applications built on Microsoft technologies
• Design, develop, and unit test applications in accordance with established standards
• Participating in peer-reviews of solution designs and related code
• Package and support deployment of releases
• Analyzing and resolving technical and application problems
• Adhering to high-quality development principles while delivering solutions on-time and within scope
• Ability to focus on multiple projects concurrently

Software Engineer

• This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients
• Serving as the primary owner of a book of business
• Analyzing and designing retirement plan structures
• Acting as a strategic workforce consultant
• Effectively communicating the broader OneDigital value proposition to prospective clients
• Working with service teams to provide an exceptional level of customer service, driving client retention.
• Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.
• Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
• Achieving and exceeding annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.
• Participating in industry and conference presentations to showcase expertise and generate leads.
• Organizing and managing prospect events to educate potential clients about retirement plan options.
• Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
• Develop and execute a customized relationship strategy that aligns with each client's unique situation.
• Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
• Perform investment advisory services for clients, adhering to all regulatory guidelines.
• Select and present a diverse range of plan options and investment choices to decision-makers.
• Leverage local and national strategies to provide participants with guidance on account-related questions.
• Design complex retirement plan structures tailored to meet institutional client needs.
• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.
• Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition.
• Stay informed of industry trends and regulatory changes to ensure client plan compliance.
• Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary.
• Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
• Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.
• Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Account Executive

• 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

Senior Account Executive – Strategic Accounts

Risk

• Responsible for leading the strategy, delivery, and evolution of risk, actuarial, and analytics capabilities for OneDigital’s Southern California Employee Benefits practice.
• Owns and leads the SoCal Risk & Analytics strategy, aligned to local client needs, renewal complexity, and growth priorities.
• Serves as the senior analytics and risk leader for the SoCal Employee Benefits practice.
• Actively participates in client and prospect meetings.
• Provides analytical and financial guidance to support renewal positioning, carrier discussions, and client decision-making.
• Oversees and supports block renewal negotiations with carrier partners in alignment with each client’s overall benefits strategy.
• Serves as the SoCal leader for stop loss strategy.

Benefits Specialist II

AI Quality Assurance Analyst

HR Consultant

Director of Sales Technology

Financial Advisor

Senior Talent Consultant

Senior HR Integration Consultant

Retirement Plan Consultant

Benefit Marketing Analyst

Account Manager

Software Engineer

Retirement Plan Consultant

Account Manager

Senior Account Executive – Strategic Accounts

Director of Risk & Analytics