OneDigital

Account Executive

• The Strategic Account Executive is responsible for managing client interactions and account maintenance
• Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery
• Proactively assesses, clarifies and validates customer needs on an ongoing basis
• Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis
• Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc
• Escalate any client or broker issues with PBMs
• Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities
• Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files

Strategic Account Executive

Client Services Representative

• Focus on functions and responsibilities designed to improve and enhance workflows, timeliness, and client responsiveness
• Provide dedicated and important support in the overall Client experience
• Work as part of a Team that cares for the clients’ needs

Client Service Specialist

Payroll

• manage and administer HR, Payroll and Benefits for multiple clients including employee health and welfare, retirement plans and leaves of absences
• manage multi-state payrolls and HRIS components within multiple human capital management platforms
• provide guidance to management and employees regarding client specific policies and procedures
• interpret existing policies and procedures and develop operational improvements to processes for multiple clients for matters related to HR, Payroll and Benefits Administration
• serve as key support for Managers and above related to HR and Payroll Services in all functions for multiple clients

Payroll Manager

Manager

• Develop standard operating procedures (SOP) and best practices for internal communications strategy that promote our corporate culture, reinforce OneDigital's values, and facilitate open, transparent communication across the organization
• Ensure SOP aligns with corporate communications and events to reduce redundancy and confusion, as well as drive awareness in overall OneDigital news, culture, events, etc.
• Ensure SOP includes best practices to monitor and measure the impact of internal communications through participation rates, open rates, and employee feedback.
• Use insights to continuously refine messaging, channels, and cadence.
• Directly manage the Engagement & Communications team, serving as the primary point of escalation, performance coach, and day-to-day resource.
• Continuously evaluate team member performance; conduct regular one-on-one meetings with an emphasis on growth, accountability, and support.
• Oversee and balance the team's workload — facilitating case-level strategy discussions and ensuring capacity is well-managed across peak periods.
• Evaluate, document, and implement key departmental processes in partnership with market and national practice leaders.
• Collaborate with Shared Services, market offices, and national leadership to execute on shared initiatives and drive practice-wide goals.
• Facilitate training for experienced and new team members; identify skill-building opportunities aligned with team and organizational goals.
• Serve as an in-house subject matter expert on employee engagement, communications and wellbeing.
• Act as the SME for engagement-related platforms and vendors (e.g., Brainshark, Canva, Simplebooklet, decision support tools, mobile apps, microsites, etc.).
• Provide guidance, training, and recommendations to internal teams.
• Participate in client presentations, finalist meetings, and prospect seminars.
• Represent the Engagement & Communications practice with confidence and expertise.
• Serve as the practice liaison to the market, working closely with client service teams, Market Leaders, and National Practice Leaders across Georgia, the South Region, and nationally to deploy initiatives and share best practices.
• Oversee the annual review, update, and maintain a library of customizable, compliant, and on-brand templates for team-wide use.
• Ensure Team’s timely production and error-free delivery of all engagement content — including benefit guides, flyers, presentations, videos, digital content, and wellbeing collateral.
• Identify opportunities and implement strategies for external employee engagement spanning communications, wellbeing, and decision support for clients.
• Conduct discovery meetings, review carrier and population health management data, and provide tailored engagement strategy to clients.
• Serve as the dedicated SME for Engagement & Communications on a small book of business for high-revenue clients. Determining opportunities to engage the National Practice on appropriate clients and prospects.

Senior Manager of Engagement, Education

Customer Advocate

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Client Advocate

Account Manager

• Works closely with Benefits Consultants to service assigned book of business
• Maintains a detailed timeline of project deliverables & responsible parties for assigned book of business
• Manages day-to-day tasks related to the development and deployment of client employee benefit packages
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Assists with renewals and new business applications
• Assists with communications, follow-up and distribution of applications to carriers
• Monitor and maintains the Mail Folder
• Collects missing information from groups and sends approval letters to clients
• Updates census, policy information and commissions for all accounts and policies in Microsoft CRM
• Attaches applications to appropriate client file in Microsoft CRM
• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
• Support client relationships through the development of proactive communications
• Comfortable conducting client education and service transactions via email and telephone
• Assists clients with 5500 form filings, as applicable
• May be required to travel for training or conference, which may require overnight stay

Human Resources

• Managing HR programs and projects partnering with internal team and clients
• Executing and optimizing day-to-day HR processes
• Processing full cycle payroll
• Implementing strategic and tactical HR plans and processes
• Providing effective remote and on-site consultative support as required
• Conducting HR research and assisting in developing, implementing, and executing HR policies