OneDigital

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

Benefit Consultant

Product Manager

• Embed within a business practice to understand workflows and opportunities
• Identify and prioritize high-impact product opportunities
• Build and maintain lightweight roadmaps and backlogs
• Rapidly prototype solutions using AI tools
• Partner with AI builders and engineers for production-ready solutions
• Act as the bridge between business stakeholders and technical teams
• Drive adoption of delivered solutions

Embedded Product Manager

Account Manager

• Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
• Serves in an advisory capacity for clients on day to day issues
• Reviews accuracy of client work assignments from internal service team members
• Works closely with Senior Benefits Consultant to support the renewal process
• Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
• Completes client compliance checklist and needed requirements

Associate Account Manager

• Deliver daily support to members and employees by addressing routine benefits questions and resolving claims issues
• Respond to employee inquiries promptly and accurately through the appropriate communication channels
• Accurately document all calls, emails, work activities, and resolutions in D365
• Support Benefit Consultant and/or Account Manager with the management of assigned book of business
• Review accuracy of client work assignments from internal service team members
• Work closely with Benefits Consultant to facilitate the renewal process
• Review insurance contracts and benefit summaries to ensure accuracy of sold plans
• Complete client compliance checklists as directed by the Benefit Consultant and/or Account Manager
• Perform additional duties as assigned or requested

Mid-Market Associate Account Manager

Customer Advocate

• To address all employer health benefit issues as brought up by OneDigital clients and their employees
• Resolving billing issues, enrollment and termination issues
• Acting as liaison with insurance carriers
• Answering questions relating to pertinent federal and state legislation
• Maintains a full book of business based on employee lives and Client Advocate level I, II, or III while continuing to provide A+ service
• Works directly with clients and employees to answer questions, resolve their issues, and logs each inquiry as an activity into D365
• Acts as a liaison with insurance carriers to resolve claims issues
• Works with doctors’ offices, hospital facilities, and pharmacies to resolve claim issues, pre-authorization issues, and billing issues on behalf of employees
• Assists clients with the appeal process
• Answers questions relating to legislation and benefit laws regarding HIPAA and COBRA
• Engages and builds strong relationships with clients
• Proactively calls the client's key contact monthly to check in and fact find
• Attend Client Health Fairs and Open Enrollment Meetings in person and via ZOOM
• Meets with employees via ZOOM, as requested, to review benefits and provide guidance on claim issues and navigating employee benefits
• Attends training opportunities to increase industry knowledge, practical abilities, and organizational skills

Bilingual Client Advocate, Korean

Client Services Representative

• Assist with employee and employer questions
• Assist with open enrollment meetings and presentations
• Assist with claims troubleshooting
• Assist customers with membership and eligibility changes
• Assist clients with billing concerns
• Help clients with compliance-related questions (FMLA, short-term disability, COBRA)
• Assist the team with renewing and managing clients in D365
• Work closely with consultants and the sales team to ensure client satisfaction
• Follow up on service issues and act as phone backup for call overflow
• Assist the team with overflow work as needed

Client Service Specialist

• Responsible for day-to-day management of their assigned book of business
• 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 marketing analysis to determine competitive benefits options
• Joins virtual meetings or calls with consultant and/or clients as needed
• Assists consultant with audit requests and 5500 form filings
• Assists in growing the book of business through cross-sale opportunities when available and through marketing process
• Builds relationships with clients through effective communications
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Acts as a liaison between consultant and internal shared service teams and clients

• Retaining clients and their existing book of business
• Overseeing strategy, financial analysis, benefit design, plan renewals, and overall service delivery
• Effectively communicating OneDigital’s value proposition and industry trends to active clients
• Developing sophisticated benefit design and renewal strategies
• Working closely with account management and/or client service teams
• Determining the full scope of services provided to the client
• Establishing and communicating timelines with the client service team(s)
• Maintaining accountability for revenue and profitability for client accounts
• Monitoring the success of projects
• Overseeing the on-boarding of new clients
• Cultivating and maintaining strong relationships with clients and carriers

Benefits Consultant

Operations

• Oversee all aspects of retirement plan operations
• Ensure smooth plan administration and accurate data management
• Manage plan documentation, fees, compliance deadlines, and participant education initiatives
• Conduct regular fee analysis and benchmarking
• Lead the process of plan amendments and recordkeeper fund changes
• Compile fund line-up proposals for clients
• Schedule and follow up on client meetings