OneDigital

Human Resources

• Responsible for making sure clients establish the ability to hire, onboard, and understand their benefits
• Own book of assigned clients and develop knowledge while maintaining compliance
• Define goals and visions for the benefits department
• Collaborate with the team to coordinate compliance and systems for clients
• Maintain data integrity and system functionality of all benefits information
• Optimize the performance of the benefits admin system
• Perform benefits analysis, validations, and audits
• Resolve client inquiries and provide relevant information as requested

Benefits Specialist

Account Manager

• Own and manage the client relationship end-to-end as a non-producing relationship manager
• Provide excellent client service that aligns with company’s values and reputation
• Partner with Plan Advisor to build and execute annual service and relationship plans
• Organize fiduciary review meetings, coordinate with provider partners on action items and deliverables
• 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® for accurate documentation
• Research client inquiries regarding plan compliance and operations
• 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
• Facilitate participant education initiatives and support year-end compliance processes and plan audits as needed

Senior Client Relationship Manager

Client Services Representative

• Client Onboarding & Management: Maintain a growing understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience including CRM, investment, financial planning, advanced planning, compliance, corporate finance, and IT
• With support, guide new clients through the onboarding process, explaining account setup, services, and procedures
• Collect necessary documentation and work with the team to ensure compliance with regulatory requirements
• Coordinate with internal teams to facilitate a smooth transition for new clients
• Partner with advisors and the service team to schedule and coordinate client review meetings
• Act as the primary point of contact for client inquiries, ensuring timely and accurate responses under manager supervision
• Build rapport with clients by actively listening and addressing their concerns
• Client Service: Assist in collaboration with custodians, brokerage firms, and internal teams to process client transactions
• Coordinate with team to prepare and review necessary paperwork for account-related activities (e.g., account opening, transfers, withdrawals, beneficiary updates)
• Maintain accurate records of client interactions and follow up on outstanding items
• Data Management & Communication: Collaborate with service team to ensure compliance with regulatory requirements and internal policies
• Collaborate with team members to ensure accurate and timely reporting
• Maintain client data in the CRM system, ensuring accuracy and completeness
• Update client profiles, contact information, and preferences
• Handle incoming calls, emails, and inquiries from clients and internal team members
• Teamwork & Support: Assist with office organization, filing, and other administrative tasks as needed
• Regularly attend team meetings and contribute insights to enhance client service
• Perform other duties as assigned.

Client Service Specialist

• 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

• 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 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
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends
• Effectively manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

• Supports the sales and client management staff by assisting with group enrollment and renewal processes
• Assists with communications, follow-up and distribution of applications to carriers
• Collects missing information from groups and sends approval letters to clients
• Assists with renewals and new business applications
• Attaches applications to appropriate client file in Microsoft D365
• Assists in coordination of all presentation materials
• Follows-up on service issues and coordinates through the Employee Benefit Help Center [EBHC]

• 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

Analyst

• The Market Analyst plays a key role in delivering strategic and data-driven insights that shape our clients’ and prospects’ group benefit strategies
• Fully manage the Request for Proposal (RFP) process for client renewals and new products, from gathering requirements through final analysis and recommendation
• Assist with carrier negotiations, leveraging data and market knowledge to secure competitive pricing and value-added solutions
• Partner with carrier representatives to ensure data accuracy and integrity in their proposal
• Assist with modeling and evaluation of alternative funding options when applicable
• Develop and maintain strong working relationships with carrier/vendor and internal partners to stay informed of market trends, new products, and competitive positioning
• Maintain accurate, current, and organized market information in internal databases to support timely and informed decision-making
• Partner with Account Managers and Benefits Consultants to develop market approach and analyses that inform and support client strategies and strengthen our value proposition with prospects
• Create detailed client-facing reports and presentations of marketing results for proposal responses
• Contribute to special projects and strategic initiatives as needed

Market Analyst

Salesforce Administrator

• Design and develop Salesforce instance in Financial Services Cloud
• Collaborate with users to meet complex business process needs
• Build intuitive and user-friendly interfaces
• Test programs or databases, correct errors, and make necessary modifications
• Create and maintain documentation for system processes
• Regularly meet established deadlines and communicate blockers

Senior Salesforce Administrator

Consultant

• Prospect and pipeline development: Build a broad and deep pipeline of target prospects through discipline and consistent effort
• Qualifying opportunities: Strong understanding of best-fit opportunities and decision-making people that will help to qualify or disqualify quickly
• Value & Consultative Selling: Establish a trusted advisor relationship to effectively understand business needs, gain successful business, and long-term client relationships
• Sales Process: Ability to navigate a consultative, multi-step sales process
• Discipline: Establish and follow a daily and weekly process to ensure consistent pipeline, lead generation and predictable growth over time
• Results and KPI: Consistent achievement of new pipeline and closed business goals
• Sales tools and systems: Utilize Sales systems including Salesforce, Hubspot, LinkedIn Sales Navigator, Microsoft Suite, and quoting tools to efficiently and effectively manage daily activities
• Attention to Detail: Understand the requirements of closing kits for different product and deliver flawless closing kits to the Implementation team
• Collaboration: Willingness and ability to work with Implementation and Service Teams to ensure an excellent new-client experience

Business Consultant

• Assist with the new business quoting process to final stages of implementation
• Work in partnership with the Sales Consultant as an extension of the team
• Remain up to date and knowledgeable on current industry, market and regulatory changes
• Manage escalated service issues to ensure resolution and client satisfaction
• Review RFPs to ensure proper strategy is being executed
• Work closely with Sales Consultants to identify markets for solicitation of new business

Senior Benefits Consultant

• Assist in the preparation and maintenance of HR diligence materials
• Own back-end Workday setup and data integrity
• Manage the Employee Workday Onboarding Tracker
• Review, audit, and ensure all employment documents are fully executed
• Coordinate all logistics for a seamless Day 1 experience
• Set up and support HR & Benefits Orientation calls
• Coordinate benefits integration activities
• Manage ongoing operational responsibilities

Senior HR Coordinator, M&A

• responsible for retaining clients and their existing book of business
• oversee strategy, financial analysis, benefit design, plan renewals, bench marking, and overall service delivery
• effectively communicate OneDigital’s value proposition and latest industry trends to active clients
• develop sophisticated benefit design and renewal strategies and drive the development of solutions to address complex client issues
• work closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• determine the full scope of services to be provided to client
• establish and communicate timelines with the client service team(s) and keep them apprised of changes and renewal updates
• maintain accountability for revenue and profitability for client accounts and projects and keep all involved parties up to date
• monitor the success of projects in terms of scope, budget, timeliness and client satisfaction
• oversee the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• ensure client service team(s) exceeds client expectations
• grow book through cross-selling opportunities
• cultivate and maintain strong relationships with clients and carriers
• establish effective carrier/vendor relationships to serve clients in benefits procurement and administration
• attend carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• maintain a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• ensure accuracy of client data in CRM
• remain 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

Actuary

• Leads development and oversees execution of client data and analytics strategies.
• Conceives, plans and conducts actuarial studies.
• Ensures a financial forecasting system which generates accurate projections relative to cost, claims, administrative expenses, underwriting gains/losses.
• Devises, collects, maintains, and reports financial and statistical information required to monitor cost and utilization trends.
• Independently determines methodologies and approaches for projects.
• Facilitates client meetings, client presentations and internal team meetings.
• Manages timelines, including completion of client deliverables.
• Ensures all work products are technically peer reviewed and submitted for consulting review.
• Actively communicates project status updates with internal team.
• Supports business development activities.
• Serves as mentor to staff within the department, monitoring work and providing guidance and support.

Actuarial Director

• 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