OneDigital

Consultant

• Retain clients and their existing book of business
• Oversee strategy, financial analysis, benefit design, and service delivery
• Communicate OneDigital’s value proposition and industry trends
• Develop sophisticated benefit design and renewal strategies
• Work closely with account management and client service teams on pre-renewal strategy
• Maintain accountability for revenue and profitability for client accounts
• Monitor project success in scope, budget, and client satisfaction
• Oversee onboarding of new clients with implementation plans
• Cultivate strong relationships with clients and carriers
• Ensure accuracy of client data in CRM
• Remain knowledgeable on compliance issues

Benefits Consultant

Marketing Operations

• Review, document, and standardize marketing processes across campaigns and programs
• Analyze the lead lifecycle to identify gaps, bottlenecks, and inefficiencies
• Partner with Marketing and RevOps to improve lead flow, data quality, and campaign execution processes
• Support outbound campaign operations, including list management, data validation, and process tracking
• Identify breakdowns in the funnel (e.g., lead handoff, response times, or data gaps) and recommend solutions
• Present findings, insights, and process improvement recommendations to Marketing and RevOps stakeholders

Marketing Operations Intern

• Retaining clients and their existing book of business
• Overseeing strategy, financial analysis, benefit design, plan renewals
• Communicating OneDigital’s value proposition and industry trends to active clients
• Developing sophisticated benefit design and renewal strategies
• Working closely with account management and client service teams on pre-renewal strategy
• Establishing and communicating timelines with client service team(s)
• Maintaining accountability for revenue and profitability for client accounts
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Overseeing the on-boarding of new clients by collaborating with client service team
• Ensuring client service team(s) exceeds client expectations
• Growing book through cross-selling opportunities
• Cultivating and maintaining strong relationships with clients and carriers
• Establishing effective carrier/vendor relationships in benefits procurement and administration

Senior Benefit Consultant

Account Manager

• responsible for day-to-day management of their assigned book of business
• works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations
• serves as the clients’ main point of contact for any benefit-related service needs
• assist Account Executive in marketing and servicing clients within the account team
• build relationships with clients and have the ability to answer basic insurance questions
• maintain appropriate business contact with client
• assist with issuing insurance binders
• process invoices for both new and renewal policies
• process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
• process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
• check and invoice premium audits. Send to client with clear explanation of additional or return premium
• update the Applied/Epic system and the shared drive to reflect changes during the coverage term
• order loss runs for renewal submissions and prepare loss summaries
• generate ID cards and certificates of insurance
• complete surplus lines filings
• complete preliminary policy checking for all accounts and submit change requests to the underwriter
• follow up on open activities
• obtain flood zone determinations and NFIP quotes where applicable
• all other duties and projects as assigned

Personal Lines Account Manager

Analyst

• Collaborate in due diligence activities, aiding in organizing information, identify gaps, and ensure follow-up actions are addressed.
• Engage in integration activities, supporting the execution of plans and achievement of key milestones.
• Collaborate with cross-functional teams to align on diligence findings, integration tasks, and timelines.
• Maintain Smartsheet trackers, project plans, and logs to ensure information is current, accurate, and visible.
• Monitor and analyze action items and follow up with stakeholders to support timely completion and accountability.
• Assist in identifying cost synergies, operational risks, and opportunities to improve efficiency and continuity.
• Support the development and refinement of integration plans, workstreams, and timelines based on diligence findings.
• Provide regular updates on status, risks, and outstanding items to support visibility and decision-making.

Senior M&A Integration Analyst

• day to day management of assigned book of business
• works closely and collaboratively with internal service team, Benefits Consultants and/or Client Executives
• serves as clients’ main point of contact for benefit-related service needs
• 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, concerns and changes in the industry
• manages complex accounts and high-level service deliverables

Senior Account Manager

• Build Strong relationships with clients to maintain existing business and to acquire new accounts by consistently providing prompt, accurate, and courteous service
• Process New and Renewal business, endorsement requests, certificates of insurance and Review policies and endorsements for accuracy and relevance
• Correspond in a professional manner with insurance companies and clients to update, obtain or verify necessary information for account servicing
• Accurately answer client questions about their insurance coverages and needs
• Accurately answer insurance company underwriting questions about client accounts
• Assist with Claims processing when applicable
• Assist with Marketing when applicable
• Keep informed about new coverages and products
• Handle tasks in a manner which comply with the agency’s quality control standards
• Continue to look for opportunities to make new sales and cross sell when in contact with clients
• Enroll in annual Continuing Education to stay updated on changes within the insurance industry
• Perform other specific duties and projects as assigned by Team Manager
• Bring thoughts and ideas to one to one meetings when discussing renewal and new business opps
• Pursue a program of personal and professional development

Commercial Lines Account Manager, Property & Casualty

Client Services Representative

• Responsible for day-to-day member/employee support for routine benefits questions and claims issues
• Responds to employee requests in a timely and accurate manner via the appropriate means of communication
• Processes eligibility (new hires and terminations); assists with communications, follow-up and distribution of applications to carriers
• Regularly run reports in benefits administration systems for processing eligibility
• Assists with census preparation and billing audits
• Gather SBCs, plan summaries, renewal, bills, and other materials as needed and manage folders in multiple locations
• Follow up with the carrier to obtain status updates and provide updates to involved parties accordingly
• Thorough documentation of all calls/emails, work effort and related problem resolution in D365
• Ensure the protection and security of a consumer’s personal, confidential, and identifiable information in a professional and responsible manner, according to the standards and requirements of the Health Insurance Portability and Accountability Act (HIPAA)
• Contributes to overall team goals and objectives through team participation and the sharing of individual skills and strengths
• Other duties as requested or assigned

Client Service Specialist

Actuary

• Conduct risk assessments
• Perform claims and demographic analyses
• Build predictive models to accurately analyze potential outcomes
• Recommend investments with the lowest risk leading to an optimal profit position
• Calculate total assets and liabilities
• Determine financial status after an investment
• Compare actual ROIs with forecasts
• Monitor market trends and identify opportunities for new investments and funds
• Develop guides and policies on how to avoid high-risk investments and the losses associated with them
• Keep records of payments, fundings and underwriting policies

Implementation Specialist

• Gather applications from carrier(s) and send to clients
• Instruct employers how to complete required paperwork
• Scrub forms then send to carrier(s) for implementation
• Communicate final approval from the carrier to the client
• Provide specific notation and descriptions of calls in CRM and track all email correspondence
• Build and maintain rapport with carrier contacts
• Adhere to confidentiality and HIPAA guidelines

Executive Assistant

• Manages daily operations of the office
• Provides clerical, administrative, and time management support
• Completes a broad variety of administrative tasks including managing calendar of appointments
• Prepares correspondence and arranges travel plans
• Works closely with leadership to keep informed of commitments
• Assists in coordinating agenda of senior management meetings
• Manages support services department and team members
• Receives and interacts with incoming visitors, clients, and guests

IT Support

• Resolve Applied Epic support tickets, providing technical expertise and timely solutions
• Maintain the highest level of service, professionalism, and accuracy in all support activities
• Build and maintain collaborative relationships across all levels of the organization
• Process suspense items in Applied Epic, ensuring timely and accurate handling of transactions and resolving related issues
• Assist with integration support, system configuration, and download/interface management for migrations, including advanced scheduling of recurring and non-recurring meetings to meet the project deadlines
• Coordinate meeting agendas, update presentations and other meeting deliverables
• Participate and support in meetings, keeping on time and on topic, taking detailed notes and actions; following up with meeting highlights and agreed actions items
• Assist with data review and cleanup during the migration process to Applied Epic and ancillary systems for newly acquired agencies
• Support data validation, discrepancy reporting and resolution – before, during, and after the Applied Epic migration
• Manage user lifecycle tasks, including onboarding, termination, account reassignments, and access provisioning for all P&C systems
• Maintain security groups and user access, updating as needed
• Support cross-functional collaboration with Operations, Technology, Finance, Licensing, and Learning & Development teams, as well as local team members and external stakeholders
• Support training initiatives for agency staff and new users, reinforcing best practices and system usage
• Help document and update standard operating procedures for migration, integration, and operational processes
• Participate in regular reviews of migration, integration, and operational processes to identify inefficiencies and propose improvements
• Assist with data cleanup projects

Systems Support 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 need analysis and strategy calls
• Conducts Open Enrollment meetings
• Conduct 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
• Build relationships with clients through proactive communication
• 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
• Assists onboarding new CapEd clients
• Provides direct support in planning CapEd Annual meeting
• Support, lead, and collaborate with CapEd team on new initiatives and risk management strategies

Administration

• Lead a Benefits Technology team
• Maintain a deep understanding of the product and be an effective stakeholder
• Serve as point of escalation for escalation issues
• Own forecasting and prioritization for benefit technology amongst your team
• Collaborate with engineering and product development teams
• Monitor workloads and workflows to ensure service deliverables are met
• Responsibility for staffing and performance management
• Conduct staff training, development and mentoring
• Analyze performance outcomes
• Design and manage detailed project plans
• Build relationships with internal departments
• Participate in industry and other professional networks
• Meet or exceed department goals
• Complete other duties and projects as assigned

Benefits Technology Administration Manager

Human Resources

• Responsible for designing and administering Human Resource policies, procedures and programs
• Supports employees throughout the client’s organization
• Provides expert advice, counsel and implementation support on a fractional, interim or project-basis in areas of HR that include HR Policy and Compliance (Handbook), Employment Processing and Onboarding, Performance Management, Compensation and Benefits, Employee Relations
• Liaison to Benefits, Payroll and HR Technology Providers across our clients
• Promotes HR practices and objectives that provide an employee-oriented, high-performance culture that emphasizes quality, productivity and standards, and goal attainment
• Demonstrates proven project management skills and the ability to multi-task by managing the moving parts and priorities of multiple clients
• Work may be at the client’s site or remotely – some travel will be required