OneDigital

Actuary

• Manage and mentor a small team of actuaries and analysts
• Be accountable for producing a wide range of analyses and reporting, both regularly and ad-hoc, including (but not limited to): pricing, renewal underwriting, reserving and trend studies, forecasting, and plan-performance reporting
• Drive innovation in actuarial models, reporting and dashboards.
• Backtest assumptions, evaluate new vendors, and improve approaches to underwriting and loss-ratio management.
• Present regular reviews of health-plan performance to clients
• Mentor and develop the skills of team actuaries
• Build relationships with client and vendor partners and serve as a trusted advisor to clients on actuarial matters
• Work closely with our carrier partners and engineering team to establish and update data pipelines, maintain data quality, and ensure accurate and timely data
• Contribute to leadership-committee discussions

Vice President – Actuarial

Account Manager

• Build strong relationships with clients to maintain existing business and to acquire new accounts
• Process new and renewal business, endorsement requests, certificates of insurance
• Correspond in a professional manner with insurance companies and clients
• Accurately answer client questions about their insurance coverages and needs
• Assist with claims processing when applicable
• Identify, prospect, and close new business to meet revenue goals
• Enroll in annual Continuing Education

Account Manager, Personal Lines/Commercial Lines

Customer Success Manager

• Provide a superior level of service to clients through daily interaction by responding to needs and inquiries
• Bridge the gap between the client, OneDigital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective
• Build personalized client relationships and respond to client service requests
• Consult with clients to answer questions about insurance products services
• Process transactions (ex. policy changes, claims, and cancellations) and document work in detail
• Collaborate with internal team to maintain a flow of good communication
• Strive for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products
• Participate in ongoing training and professional development to enhance skills and knowledge

Personal Lines Client Experience 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

Payroll

• The Payroll Manager will manage and administer HR, Payroll and Benefits for multiple clients
• Provides guidance to management and employees regarding client specific policies and procedures
• Interprets existing policies and procedures and develops operational improvements to processes for multiple clients for matters related to HR, Payroll and Benefits Administration
• Serves as key support for Managers and above related to HR and Payroll Services in all functions for multiple clients
• Manages termination processes for multiple clients
• Coordinates and manages SUI and SDI claims by responding to state agencies timely and interfacing with state representatives
• Manages payroll changes including benefit deductions and performs necessary audits to ensure accuracy
• Prepares government reports related to EEO and AAP compliance while timely adhering to agency deadlines
• Other projects as assigned.

Manager, Payroll Consulting

• Support Account Executives with day-to-day servicing of Private Client accounts, including processing endorsements, renewals, certificates, and policy changes.
• Assist in preparing Private Client proposals, presentations, and coverage summaries.
• Maintain accurate and up-to-date Private Client records in Applied Epic, ensuring all documentation is complete and compliant.
• Liaise with carriers (AIG, Chubb, Cincinnati, PURE, Travelers, Safeco and E&S markets) to obtain quotes, bind coverage, and resolve service issues for Clients.
• Track and follow up on outstanding items, such as underwriting requirements, payments, and policy documents for Private Client accounts.
• Respond to client inquiries regarding billing, coverage, and claims status, escalating complex issues to Account Executives as needed.
• Coordinate with internal teams to ensure timely delivery of client materials and communications.
• Monitor renewal timelines and assist with renewal processing to ensure no lapses in coverage.
• Contribute to process improvements and team efficiency initiatives.
• Provide backup support to other team members during peak periods or absences.

Account Manager, Private Client Personal Lines

• 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

Client Experience Specialist

Product Manager

• Responsible for a portfolio of capabilities, apps or services
• Understand client needs and review strategies with stakeholders
• Write stories and work with engineering and marketing teams to bring solutions to life
• Define product vision, roadmap and growth opportunities
• Provide backlog management, iteration planning, and elaboration of user stories
• Clean and translate user submitted requests into technical backlog items
• Assess value, develop cases, and prioritize stories, epics and themes
• Collaborate on backlog management and iteration planning
• Lead planning product release and set expectations for delivery
• Communicate with the business on released enhancements or major announcements
• Mitigate impediments impacting successful team completion of goals
• Research and analyze market, users, and product roadmap
• Coordinate with stakeholders on testing/QA of completed tasks
• Manage reporting, dashboard, and forecasting environments
• Participate in Scrum meetings and product sprints

Human Resources

• Assist with specifications, development, testing and implementation of new plan designs for renewal or clients adding on new plans
• Support the benefits team as needed and daily support of client account managers, payroll and sales as needed
• Maintain data integrity and system functionality of all benefits information
• Responsible for performing benefits analysis, validations, and audits to ensure quality control and adherence to established procedures
• Resolve client inquiries, provide relevant information as requested internally and externally
• Document customer interactions in the CRM system

Benefits Specialist

• Assist with specifications, development, testing and implementation of new plan designs
• Reports, policies, and procedures that relate to benefits administration and service
• Support the benefits team as needed and daily support of client account managers, payroll and sales as needed
• Maintain data integrity and system functionality of all benefits information
• Optimize the performance of our benefits admin system
• Responsible for performing benefits analysis, validations, and audits
• Resolve client inquiries and provide relevant information
• Organize and prioritize work to ensure timely delivery of services

Client Services Representative

• Supports sales and client management staff by assisting with group enrollment and renewal processes.
• Manages compliance-related tasks such as reporting and documentation.
• Utilizes CANVA to create benefit guides and enrollment materials.
• Conducts billing audits and processes enrollments and terminations.
• Assists with communications and follow-up on service issues.

Client Service Specialist

• Responsible for the service of personal lines accounts including data input and prompt, accurate, and courteous service to insureds, and insurance companies regarding those accounts.
• 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.
• Receive claim information regarding a loss and report the information to the insurance company the day it was received.
• 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.
• Update the Applied/Epic system and the shared drive to reflect changes during the coverage term.
• Generate ID cards and certificates of insurance.
• 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

Underwriter

• Evaluates the client submitted data for prospective businesses wishing to potentially join the client’s master health plan.
• Evaluates data submitted from businesses interested in PEO health benefits to set risk-based pricing.
• Secures any missing information and identifies inconsistencies in data.
• Enters data into underwriting tools and communicates directly with clients and insurance carrier partners.
• Duties are particularly time sensitive, requiring that all new underwriting requests are reviewed within 1-3 hours of receipt.
• Must be able to manage and accommodate specific clients, including a broad range of disciplines (entry level to senior leadership).

Vice President – Actuarial

Account Manager, Personal Lines/Commercial Lines

Personal Lines Client Experience Manager

Account Manager

Manager, Payroll Consulting

Account Manager, Private Client Personal Lines

Client Experience Specialist

Product Manager

Benefits Specialist

Benefits Specialist

Client Service Specialist

Personal Lines Account Manager

Underwriting Intake Analyst