OneDigital

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.

Director of Risk & Analytics

Analyst

• Develop and maintain accurate plan performance reports for large group clients and deliver timely, insightful reports to client executives and internal team members
• Develop renewal projection calculations for large group clients
• Review client utilization reports and identify opportunities for plan design and product changes, based upon utilization patterns
• Own all aspects of the marketing and analysis of the group benefit programs for clients by providing detailed reports and presentation of market information
• Prepare and present accurate market exhibits for proposal responses, quarterly and annual client meetings
• Collaborate with other client service team members on the renewal and the Request for Proposal (RFP) process
• Own the carrier negotiation process
• Act as subject matter expert on special projects
• Develop and maintain strong working relationships with carrier partners
• Maintain accurate, current, organized and complete market and financial information in internal databases
• Assist team and clients as necessary with special projects
• Additional responsibilities assigned by management

Senior Market Analyst

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, proofs 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

Account Manager, Personal Lines

Human Resources

• Developing new client relationships and serve as direct contact for the client key stakeholders and decision makers.
• Provides guidance and support to client inquiries regarding payroll, benefits, human resources, and general employee relations as applicable, escalating to partnering departments as needed.
• Manage ongoing long-term client relationships by resolving issues, communicating any changes in program parameters, providing procedure updates, etc.
• Meet with assigned clients quarterly or by defined schedule to determine service quality and/or service needs.
• Ensure clients maintain a favorable perception of RE’s service delivery and quality.
• Ensuring the streamlining of information flow between clients and the organization, escalating discussions, as appropriate, regarding technology related issues, expectations, concerns, and procedural changes.
• Conduct new client orientations, including benefits enrollment, and new hire onboarding.
• Conduct demos of web and software products for prospective clients and provide software training for new clients and/or new client contacts.
• Provide training to client contacts on RE’s services, process, payroll systems, employee benefits and support procedures.
• Provides feedback and suggestions on RE products, issues, processes, and procedures to enhance efficiency and continuous improvement for service delivery.
• Evaluate, and act to improve client satisfaction with all aspects of the organization’s services by working with leadership and operations to proactively supply client needs.
• Monitor and report on open inquiry case management issues by serving as an additional escalation point to resolve client issues.

Human Resources Business Partner

Compliance

• perform onboarding due diligence for Registered Investment Advisors
• monitor compliance program efficiency and accuracy
• perform ongoing monitoring and analysis of the firm's investment adviser representatives
• assist with annual testing of compliance policies and procedures
• prepare and submit license registrations to regulatory agencies
• maintain ADV 2B documents
• monitor reportable Outside Business Activities for potential conflicts of interest
• assist with communication of continuing education requirements
• conduct research of state and federal statutes

Compliance Analyst

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Leads the renewal process and benefits strategy; collaborates with Client Executives as appropriate
• 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
• Owns compliance-related items and obligations for assigned clients
• 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

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 Consultant

Digital Marketing

• Own and continuously optimize multi-channel digital acquisition strategy across paid, organic/SEO, content, email, and partnership channels — using AI tools to accelerate analysis, testing, and execution at every layer
• Build AI-powered reporting frameworks and performance dashboards that give leadership real-time visibility with less manual effort and faster cycle times
• Develop and execute 6–12 month AI-integrated digital growth roadmaps aligned to practice-specific and enterprise growth priorities
• Partner cross-functionally with analytics, product, design, and practice leadership to improve website experience, content strategy, and conversion performance
• Identify and pilot net-new revenue and lead generation opportunities — including marketplace partnerships, content-driven demand, and AI-assisted intent-based outreach through SIGNAL

Digital Marketing Consultant

Insurance

• Own the enterprise insurance and underwriting strategy, ensuring alignment with organizational goals, workforce strategy, and financial controls.
• Play a central role in developing the company’s global insurance and risk-financing strategy, ensuring alignment with operational realities, growth plans, and executive risk appetite.
• Establish governance models, controls, and escalation frameworks to ensure payroll accuracy, compliance, and risk mitigation.
• Serve as the executive authority on payroll-related matters, including audits, regulatory inquiries, and complex workforce scenarios.
• Execute enterprise-level underwriting strategy aligned with company growth, profitability, and risk tolerance goals.
• Partner with senior executives to shape underwriting philosophy, pricing models, and long-term portfolio strategy.
• Drive innovation and transformation initiatives, including process optimization, automation, and system enhancements.
• Ensure underwriting practices support revenue growth while maintaining disciplined risk management.
• Lead system implementations, upgrades, integrations, and automation initiatives.
• Lead and develop a multidisciplinary organization team members.
• Build a culture of accountability, continuous improvement, customer service, and compliance excellence.
• Identify opportunities to streamline processes, improve controls, and enhance the employee payroll experience.
• Leverage analytics and reporting to monitor performance, identify trends, and drive data-informed decisions.

Vice President of Insurance

• 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
• Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensures accuracy of client data in CRM
• Remains 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
• Serve primarily self-funded clients, requiring strong expertise in self-funded plan structures
• Manage and support an up-market client portfolio consisting of organizations with 500+ employees

Senior Benefits Consultant

Administration

• Managing a caseload of retirement plan clients
• Accurate plan administration, regulatory compliance, and proactive client relationship management
• Technical execution of plan operations, government filings, and participant transactions
• Prepare, amend, and maintain plan documents
• Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested)
• Monitor participant eligibility, contributions, and vesting schedules
• Support internal and external audit processes

Senior Retirement Plan Administrator

Account Executive

• Manage and coordinate daily operations and relationships between clients, brokers, and vendors
• Analyze monthly data to identify cost drivers related to drug utilization
• Develop and deliver quarterly reviews detailing performance and reporting
• Identify cost-effective strategies to manage wasteful spending and specialty medication cost control
• Educate all pharmacy consulting practice departments with clinical updates, trends, and industry updates
• Support all pharmacy consulting practice departments with escalated clinical issues
• Serve as a clinical resource for client and broker decision support
• Develop a clear understanding to meet client’s needs, goals, and objectives
• Establish and manage effective client, broker, and vendor relationships
• Assist with prospecting calls with broker/consultant
• Assist with the formulation and presentation of the RFP results to prospects and clients
• Present clinical data to clients and lead strategy discussions
• Interpret, translate, and monitor PBM clinical design, rules, and formulary
• Coordinate and monitor clinical programs from the PBMs and other vendors
• Collaborate regularly with PBM and other program vendors

Clinical Account Executive

Sales

• Support production of monthly producer compensation process
• Validate and audit monthly commission data for compliance, accuracy, and completeness
• Provide ongoing support by researching and resolving producer compensation inquiries
• Assist with month-end close reporting and analysis
• Provide policy and procedural guidance and training to producers across the organization
• Assist with the onboarding process for new and recent acquisitions as it relates to sales compensation
• Perform ad-hoc analysis / reporting and additional responsibilities as requested or assigned

Sales Compensation Analyst

• Conducts all aspects of marketing and financial analysis related to clients’ group benefit programs
• Works closely and collaboratively with the Account Manager and Benefits Consultant as subject matter expert to produce and present benefit and financial illustrations
• Creates, owns & delivers detailed reports and presentations of marketing information
• Maintains accurate, current, organized and complete market information in internal databases
• Owns the renewal projection calculations, data analytics
• Owns the carrier negotiation process
• Develops and maintains strong working relationships with carrier partners
• Communicates and educates team on latest client data trends
• Prepares accurate market exhibits for proposal responses, quarterly and annual client meetings
• Assists the Account Manager to review client utilization reports and identifies opportunities for plan design and product changes
• Owns the Request for Proposal (RFP) process
• Manages day to day client issues
• Builds relationships with client through proactive communications
• Assists clients and/or consultants with 5500 form filings, wrap documents, non-discrimination testing as applicable
• Assists in growing the book of business through cross-sale opportunities when available

Market Analyst

• Retaining clients and their existing book of business
• Overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Effectively communicating OneDigital’s value proposition and latest industry trends to active clients
• Developing sophisticated benefit design and renewal strategies and driving the development of solutions to address complex client issues
• Working closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy, and post-renewal analysis
• Determining the full scope of services to be provided to client
• Clearly establishing and communicating timelines with the client service team(s) and keeping them apprised of changes and renewal updates
• Maintaining accountability for revenue and profitability for client accounts and projects
• Monitoring the success of projects in terms of scope, budget, timeliness, and client satisfaction
• Overseeing the onboarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team, and timeline
• Ensuring client service team(s) exceed client expectations
• Growing book through cross-selling opportunities
• Cultivating and maintaining strong relationships with clients and carriers
• Establishing effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attending carrier events to remain up to date and knowledgeable of carrier plans and changes
• Maintaining a full understanding of the insurance markets, funding alternatives, networks, and benefit plan options
• Ensuring accuracy of client data in CRM
• Remaining 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