OneDigital

Learning and Development

• spearhead training initiatives, focusing on both new associates and existing team members
• supports areas of retention, shared services, and sales
• ensures workforce is equipped with skills and knowledge to excel
• design and implement innovative training programs
• curate learning journeys
• collaborate with cross-functional teams to drive change management effectively
• Develop Comprehensive Training Programs: Design and implement broad regional-level training initiatives that align with organizational goals and cater to diverse skill levels
• Project Management: Oversee multiple learning projects simultaneously, ensuring they are completed on time and meet success criteria
• Assess Training Needs: Conduct thorough needs assessments to identify skill gaps and training requirements across the organization
• Collaborate with Stakeholders: Partner with Sales, Retention, Shared Services, and other departments to ensure training programs align with business objectives
• Support Change Management: Facilitate change management by providing training and support during the rollout of new systems, solutions, and strategies
• Evaluate Training Effectiveness: Measure the success of training programs through feedback, assessments, and performance metrics to ensure continuous improvement
• Support Technology Initiatives: Ensure training programs are in sync with organizational technology initiatives, supporting pilot groups and ensuring proficiency in new systems and tools
• Manage Training Resources: Efficiently allocate and manage training resources, including budgets, facilities, and equipment
• Stay Updated: Keep abreast of the latest trends and best practices in technical training and development.

Learning and Development Manager

Administration

• Configure and oversee a cloud-based benefits administration tool
• Develop relationships, influence strategic direction and maximize client value
• Maintain documentation on workflows, procedures, and protocols
• Retrieve web-based data
• Prepare data for loading by entering submitted data into standardized format
• Configure open enrollment lifecycle to ensure it meets the customer’s workflow needs
• User interface testing and data validation
• Serve as the BenAdmin platform single point of contact for customers post-implementation including expansion and issue escalation
• Build relationships with stakeholders to facilitate successful solutions
• 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)
• Navigate platform resources, helping customers maximize the use of platform
• Meet or exceed department goals as defined
• Complete other duties and projects as assigned

Benefits Technology Administration Associate

Analyst

• 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
• secure any missing information
• identify inconsistencies in data
• enter data into underwriting tools
• communicate directly with clients and insurance carrier partners
• reviews all new underwriting requests within 1-3 hours of receipt

Intake Analyst

Account Manager

• The AM Intern works closely and collaboratively with the internal service team, Benefits Consultants, Account Managers, and/or Client Executives to ensure service deliverables meet and exceed client expectations
• Shadow team members within Retention and Client Services and provide support using the Microsoft suite of products and start to learn the basics of the benefits business
• Assisting with client documentation
• Using project management and communication skills to work with experienced teams in identifying requirements and resources needed to support clients
• Perform additional duties within our Client Resource Management system (D365)
• Additional assignments as identified by management

Account Manager Intern

Artificial Intelligence

• Develop and maintain a rolling AI roadmap specific to the practice, aligned to enterprise AI strategy and practice growth priorities.
• Identify, evaluate, and sequence AI use cases with the highest business and client impact for the practice.
• Translate AI opportunities into clear business cases for the National Practice Leader, practice leadership, and clients.
• Provide day-to-day direction, priority-setting, and performance oversight to AI builders within the practice.
• Own practice-level adoption, active usage, and business impact — ensuring AI tools are integrated into core workflows and generating measurable value.
• Serve as the visible face of AI within the practice — communicating new tools and capabilities that resonate with consultants.

AI Innovation Leader, Employee Benefits

Consultant

• 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

Senior Benefits Consultant

Customer Advocate

• Assist clients and their employees with various benefit questions
• Handle incoming phone calls and emails
• Work under the direction of the Account Manager
• Coordinate client events such as health fairs and wellness meetings
• Complete annual benchmark reports and employee survey reports

Client Advocate

• 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

Financial Planning and Analysis

• Prepare financial related analyses and research for company operations
• Duties related to budgeting/forecasting, organic growth calculations, month-end close, and new business and other ad hoc analysis for corporate operations
• Incorporate annual planning assumptions into assigned office/department level budgets
• Complete monthly reforecast and actual to plan variance analysis on assigned offices
• Analyze financial performance against key business metrics and document pertinent financial highlights
• Support company-wide sales leadership in developing and maintaining robust sales and termination reporting tool
• Interact with Managing Principals in planning and forecasting process
• Identify, investigate, and analyze potential operational improvements and make proposals for operational changes

Senior Financial Analyst

Compliance

• responsible for the review of all advertising and social media to guarantee accuracy
• collaborate with Retirement Plan Consultants, Wealth Management Advisors and Marketing to develop compliant advertisements
• Review of all advertising submissions for compliance with applicable rules and regulations
• Ensure all advertising materials accurately represent the firm's services, fees, and investment strategies
• Identify and address any misleading or deceptive content in marketing materials
• Maintain the advertising review process for consistent and efficient review
• Work with the compliance team to ensure archiving of the firm’s websites and social media accounts
• Escalate compliance concerns identified during the advertising review process
• Serve as a Compliance Team Liaison for the Marketing Team and local office teams on all marketing-related matters

Compliance Advertising Review Analyst

Executive Assistant

• Provides high-level administrative and strategic support to the Financial Services division’s four regional Executive Vice Presidents
• Manages the executive’s time, focus, and access to ensure alignment with strategic priorities
• Serves as the primary point of contact for requests directed to the executive
• Manages and protects the executive’s calendar through strategic scheduling and time blocking
• Anticipates scheduling conflicts and resolves calendar challenges
• Prepares leadership materials including presentations, scorecards, and quarterly business review content
• Coordinates travel logistics including itineraries
• Supports expense management in a proactive and accurate manner

Senior Executive Assistant

• Retaining clients and their existing book of business
• Overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Communicating OneDigital’s value proposition and latest industry trends to active clients

• Correction of plan level and member enrollment audits/issues to ensure data accuracy in cloud-based benefits administration tools
• Complete corrections in response to mismatches identified
• Research and resolve root cause issues from Fulfillment/Quality Assurance Generalist (Tier 1 Staff)
• Work with carriers on retroactive, exception, or standard requests related to member-level eligibility
• Make corrections into BenAdmin system to ensure that members are reflecting how they are enrolled with the carrier
• Maintain documentation per workflows, procedures, and protocols
• Provide feedback and guidance to business stakeholders based on audit/issue discoveries
• Serve as the single point of contact for resolution lifecycle
• Ensure the protection and security of a consumer’s personal, confidential and identifiable information in a professional and responsible manner, according to HIPAA standards
• Meet or exceed department goals as defined
• Complete other duties and projects as assigned

Fulfillment Resolution Analyst

Accounting Manager

• Assist the Marketing Coordinator and Risk Advisors in all stages of the new business process
• Transition prospected to contracted clients for onboarding
• Daily posting of paid premiums and client payments
• Build and develop relationships with clients and associates
• Support other departments as needed with billing questions

Commercial Lines Support & Accounting Specialist

Data Entry

• Shadow team members within Sales, Retention, Marketing and Client Services
• Provide support using the Microsoft suite of products
• Learn the basics of the benefits business
• Organizing data for outbound sales and client retention campaigns
• Perform additional duties within our Client Resource Management system (D365)
• Assisting with client documentation
• Using project management and communication skills to work with experienced teams in identifying requirements and resources needed to support the RFP process
• Supporting existing and new marketing campaigns
• Additional assignments as identified by management

Learning and Development Manager

Benefits Technology Administration Associate

Intake Analyst

Account Manager Intern

AI Innovation Leader, Employee Benefits

Senior Benefits Consultant

Client Advocate

Account Manager

Senior Financial Analyst

Compliance Advertising Review Analyst

Senior Executive Assistant

Senior Benefits Consultant

Fulfillment Resolution Analyst

Commercial Lines Support & Accounting Specialist

Data Entry Intern