OneDigital

Client Services Representative

• Assists with communications, follow-up, and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Updates census, policy information, and commissions for all accounts and policies
• Assists with renewals and new business applications
• Attaches applications to appropriate client file in Microsoft CRM
• Processes all outgoing packages, shipments, mail, etc., and coordinates all presentation materials
• Follows up on service issues or coordinates through Customer Advocate Center (CAC) and acts as phone back-up for call overflow
• Manages compliance-related tasks such as POP/cafeteria documents, Business Associate Agreements, Wrap Docs, ACA Reporting, CMS Reporting, 5500 Reporting, Exchange Notices, and COBRA
• Utilizes CANVA to create Benefit Guides and highlight sheets
• Prepares renewal presentations and employee open enrollment materials
• Supports EDI/Carrier integration set-up
• Pulls ID cards and researches claims issues/questions
• Processes enrollments, terminations, and changes
• Conducts billing/invoice audits
• Provides Ben Admin service training and troubleshooting
• Pulls/requests renewals from carriers
• Prepares RFP materials and spreads
• Educates market network
• Updates D365 and sends out BCD
• Updates SharePoint group files
• Initiates new carrier paperwork

Client Service Specialist

Security Engineer

• Serves as a trusted advisor and subject matter expert to clients
• Guide senior leadership through managing business impacts and risk mitigation associated with a cyber incident or data breach ensuring client satisfaction
• Be the “face of security”, sit with business and engineering teams
• Understand business as a whole
• Act as the incident commander in specific engagements and lead company remediation functions coordinating with IT and Compliance teams to handle inquiries, briefings, and client facing status reports in a variety of formats
• Augment the existing security practices in place and work with the teams to mature the security practice across the organization

Data Engineer

• architect and develop scalable data pipelines and models using Snowflake and dbt
• design and operate orchestration using Airflow, Dagster, Prefect, or similar
• define modeling standards, storage patterns, and performance strategies
• collaborate on backend APIs, services, integration layers, and limited frontend interfaces supporting data-driven features
• contribute to CI/CD, environment management, and automated pipeline delivery
• implement quality checks, lineage, SLAs, and observability
• mentor engineers and drive architectural best practices
• participate in system design and multi-team architectural planning

Senior Data Engineer

Account Executive

• Developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business.
• Communicating multi-year strategy to clients.
• Working closely and in partnership with the marketing team to identify and cultivate leads.
• Managing sales pipeline and sales activities via Microsoft CRM.
• Attending association events and meetings based on targeted verticals.
• Establishing vendor relationships and developing referral sources.
• Fostering and managing overall relationship with clients to ensure high client satisfaction and annual retention goals.
• Overseeing overall service delivery and work closely with internal service teams regarding clients’ pre-renewal strategy, renewal, open enrollment and post renewal follow-up.
• Negotiating client contracts with carriers.

Client Executive

Human Resources

• Support comprehensive day-to-day operations across the People and Culture organization
• Serve as a critical connection between Talent Acquisition, Talent Management, Benefits, DEIB, Learning and Development, Internal Communications, Compensation, HRIS, and general HR administration
• Ensure the efficient execution of employee lifecycle activities
• Facilitate onboarding processes, including creating job profiles and positions in Workday, managing background checks and job assessments, extending formal offer letters, and overseeing new hire onboarding in Workday
• Conduct new hire orientations, culture presentations, and maintain onboarding documentation
• Conduct stay and exit interviews, as well as new hire satisfaction interviews
• Manage employee offboarding processes, including voluntary resignations, terminations, and related documentation
• Prepare and update employment records, ensuring accurate documentation and compliance
• Respond to state Department of Labor (DOL) correspondence and unemployment claim inquiries; set up state accounts as required
• Prepare required federal and state employment reports (IRS, DOL, insurance commissioners, etc.)
• Support performance management and talent review activities
• Facilitate internal promotions and appointment-letter processes
• Participate in additional training activities such as Learning & Development (L&D) sessions, Learning Management Systems (LMS), and Artificial Intelligence (AI) tools
• Collaborate to create and execute communication and change management plans

Human Resources Operations Specialist

Accounts Receivable

• Preparing accounts receivable estimates
• Supporting the collection efforts for the employee benefits business
• Assisting with month-end close tasks
• Review commission history to reconcile payment and billing dates
• Identify and troubleshoot potential billing challenges
• Audit books of business under management
• Document payment cycles, billing cycles and error reports
• Handle inquiries from acquisition, partnerships or internal producers and brokers
• Routinely run administrative reports and analyze for inconsistencies
• Identify discrepancies from reports and communicate with the appropriate internal department
• Communicate with the Broker Transfer and Commission Teams for reconciliation of accounts
• Ad hoc reporting and special projects
• Additional responsibilities assigned by management

Accounts Receivable Analyst

Business Analyst

• Play a critical role in advancing the organization’s data and CRM convergence strategy
• Champion enterprise data governance strategy, focusing on Snowflake, metadata visibility, and data pipeline integration
• Partner closely with other members of the Business Solutions Product Management team, delivery teams, data engineering, and cross functional stakeholders to proactively identify platform gaps
• Improve end-to-end workflows, and reduce the need for reactive or short-term fixes
• Facilitate cross-functional workshops to elicit, refine, and prioritize business requirements related to CRM, data, reporting, and integrations
• Document business processes, data flows, system interactions across Dynamics 365, Salesforce, and related platforms
• Translate business needs into clear functional and technical requirements, user stories, and acceptance criteria
• Support delivery teams throughout design, testing, and deployment to ensure solutions align with business intent
• Design and support scalable data governance frameworks that promote data quality, consistency, security, and compliance across the enterprise
• Manage and contribute to governance activities within Snowflake, including data modeling, access controls, and quality monitoring
• Monitor data quality metrics, identify issues, and coordinate remediation efforts with data engineering and business teams

Data Governance, Business Analyst

Account Manager

• 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

Manager

• Manage strategic initiatives and drive systems adoption
• Advocate for operational efficiency and excellence in client and advisor experience
• Conduct training sessions for individual advisors and teams
• Collaborate with internal teams to build training materials
• Monitor tool use and deliver updates on user satisfaction
• Develop and project-manage initiatives to advance the Wealth Platform
• Enable transition of new advisors into ODIA

Wealth Platform Enablement Manager

Growth Marketing

• Responsible for driving sales performance and overall market growth
• Lead the North Central Market sales team to achieve revenue goals
• Collaborate with regional and national leadership to develop annual market growth plan
• Own responsibility for achieving organic and net growth targets
• Clearly communicate sales goals, expectations, and progress to the team
• Monitor performance using data-driven insights, course-correct in real time
• Actively mentor producers and sales team members through consistent coaching
• Partner with field leadership to advance new business opportunities
• Proactively recruit and cultivate high-performing sales talent
• Analyze local market trends, competitive positioning, and emerging opportunities
• Lead weekly accountability meetings to review performance metrics
• Partner with local and national marketing teams to shape market brand strategy

Growth Leader, North Central

• Supports Senior Account Managers and Account Managers in managing an assigned book of business
• Serves in an advisory capacity for clients, addressing day-to-day service needs
• Coordinates and reviews the accuracy of client-facing materials
• Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process
• Reviews insurance contracts, SBC’s, and benefit summaries for alignment with sold plans
• Supports compliance deliverables and client acquisitions
• Oversees the post-enrollment audit process and aids in carrier implementation
• Partners with benefits technology teams for accurate data setup

Associate Account Manager

Financial Planning and Analysis

• Support all aspects of retirement plan operations
• Contribute to smooth plan administration, accurate data management, and exceptional client service
• Assist with plan documentation, fees, compliance deadlines, and participant education initiatives
• Collaborate with internal teams for successful plan implementation and client service
• Assist with preparing quarterly investment management documentation
• Learn and apply fee analysis and benchmarking practices
• Develop basic plan review meeting materials
• Track key dates and events for clients and advisors
• Assist with plan amendments and recordkeeper fund changes
• Review retirement plan invoices for accuracy
• Update fee and service agreements for plan sponsors
• Support new business and lost business processes

Financial Planning Specialist

Consultant

• Lead Account Managers in servicing clients within the account team
• Maintain appropriate business contact with client
• Responsible for the pro-active marketing and servicing of accounts with multiple lines of coverage
• Utilize the Applied/Epic system and the shared drive to maintain client information
• Build relationships with assigned clients and give prompt attention to their requests
• Work directly with Producers to discuss client’s future insurance needs
• Understand the clients’ business and risk profiles, utilizing this information to prepare insurance specifications.
• Communicate the clients’ needs to their insurance carriers and identify new trends and developments
• Prepare insurance proposals, outlining significant terms and conditions
• Offer appropriate coverage including policies that are not currently purchased by the client, to eliminate the potential for uninsured claims
• Check policies against quotes for accuracy, and request changes where needed
• Assist in organizing pre-renewal and renewal meetings, and coordinating claims reviews, as needed
• Research available insurance products and policies that may be appropriate for clients, utilizing vendor relationships within the insurance marketplace
• Understand surplus lines and filings
• Assist the accounting department with billing discrepancies, when necessary
• All other duties and projects as assigned

Senior Property & Casualty Consultant

Salesforce Administrator

• Develop and maintain Salesforce.com applications
• Design and implement solutions using the Salesforce platform
• Gather and analyze business requirements for system changes and enhancements
• Test programs or databases and correct errors
• Collaborate with third-party consultants for product enhancements
• Analyze and troubleshoot system issues

Client Service Specialist

Security Engineer

Senior Data Engineer

Client Executive

Human Resources Operations Specialist

Accounts Receivable Analyst

Data Governance, Business Analyst

Account Manager

Wealth Platform Enablement Manager

Growth Leader, North Central

Associate Account Manager

Financial Planning Specialist

Senior Property & Casualty Consultant

Account Manager

Senior Salesforce Administrator