OneDigital

Analyst

• Supports marketing and financial analysis for clients' group benefit programs
• Analyzes and evaluates benefits offerings, industry trends, and workforce strategy
• Creates illustrations, market exhibits, presentations, and financial deliverables
• Project-manages Request for Proposal (RFP) processes for clients
• Maintains market information and client files, source data, and renewal process documentation
• Builds and maintains relationships with carrier partners, consultants, and internal teams
• Collects, researches, audits, and interprets data for renewals and financial reporting
• Advises clients on carrier deliverables and reports findings
• Reviews and critiques peers’ deliverables
• Uses carrier reporting tools to analyze utilization and projections
• Attends client meetings and presents data findings when appropriate
• Other duties and special projects as assigned

Benefits Analyst

Account Manager

• The Account Manager (AM) supports the sales and client management staff with group enrollment, renewal processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
• Works closely and collaboratively with the internal service teams, Benefits Consultants, Sr. Account Mangers, and/or Client Executives to ensure service deliverables meet and exceed client expectations.
• Serves as the clients’ main point of contact for service needs.
• 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 maintain the Client D365 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 D365
• Attaches applications to appropriate client file in Microsoft D365
• 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.

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients and delegates work to internal service team members
• Works with Benefits Consultants and Client Executives to manage the renewal process
• Manages day-to-day client issues
• Conducts needs analysis, strategy calls, and enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients on reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Helps grow the book of business through cross-sale opportunities
• Builds relationships through proactive communications and educates clients on industry trends
• Effectively manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

• · 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

Senior Account Manager – Large Group

• Perform member enrollment audits to ensure data accuracy in cloud-based benefits administration tools
• Complete audits in response to mismatches identified and research root cause issues
• Work with carriers on retroactive, exception, or standard requests related to member-level eligibility
• Make corrections into BenAdmin system to ensure members reflect carrier enrollments
• Maintain documentation per workflows, procedures, and protocols
• Provide feedback and guidance to business stakeholders based on audit discoveries
• Serve as the single point of contact for resolution lifecycle
• Ensure protection and security of consumer personal, confidential and identifiable information according to HIPAA
• Meet or exceed department goals and complete other duties/projects as assigned

Fulfillment Resolution Analyst

Account Executive

• Manage a book of business of commercial insurance accounts
• Develop and maintain relationships with clients
• Identify and analyze client needs
• Develop and present insurance solutions
• Negotiate and place insurance policies
• Manage client renewals
• Provide claims assistance
• Deliver an extraordinary client experience

Account Executive, P&C

Sales

The Sales Support Advisor will assist assigned Producer with routing day to day activity, customer support, relationship building, and data management;Collects, enters, and maintains accurate data in D365 for Producer as assigned;Utilizes “Activities” in D365;Demonstrate effective phone skills with internal and external customers;Deliver Digital value proposition through exceptional customer service;Facilitate transfer of new clients to Implementation Services and other service teams;Handle carrier implementation for high touch clients as needed;Partner with platform and HR Tech vendors to facilitate set up;Provide customer support/direction of OneDigital support services to newly acquired clients;Gather information to assist in solving client issues;Use systems to communicate service issues;Document call volume, history, and outcomes;Train and mentor team members and market specialists;Display leadership and grow within company

Sales Support Advisor

Bookkeeper

• Assist in processing payroll for biweekly and monthly pay groups in Workday
• Enter and maintain OnDemand payroll records upon Management approval
• Serve as main point of contact for payroll and troubleshoot payroll-related issues
• Perform data entry tasks related to payroll and benefits
• Follow up on withholding orders and non-tax correspondence from government authorities
• Provide ad hoc payroll reporting and documentation to Finance, HR, and authorized parties
• Audit payroll data to ensure accuracy
• Communicate and work with 3rd party payroll partners as needed
• Assist with payroll tax compliance, benefits reconciliation, Workday configuration troubleshooting, and W-2/payroll year-end close process
• Additional responsibilities as assigned by management

Payroll Specialist

• OneDigital helps over 100,000 employers provide health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
• 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

Senior Account Manager

• Day-to-day management of assigned book of business
• Serve as main point of contact for product-related service needs
• Prepare renewal submissions and assist production team
• Build relationships with clients and answer insurance questions
• Maintain client contact and issue binders, process invoices and change requests
• Process endorsements, audits, update agency systems and prepare loss summaries
• Generate ID cards, certificates of insurance and complete surplus lines filings
• Mentor and train Account Assistant and handle delegated duties
• All other duties and projects as assigned

Commercial Lines Account Manager

Customer Advocate

• Assist clients and their employees with various benefit questions which may include: Finding physicians; Understanding benefit plans; Reviewing and resolving claims; Resolving transition of care issues; Assistance with authorization/approval issues; Confirming the member cost-share under their plan; Completing annual benchmark reports; Completing annual employee survey reports; Coordinate client events such as health fairs and wellness meetings
• They will work under the direction of the Account Manager and collaboratively as part of an internal team

Client Advocate

• Overseeing all aspects of payroll tax compliance, reporting, and payment for Federal, State and Local jurisdictions
• Expertise in multi-state high volume payroll tax filing, team leadership, and process design and optimization
• Ensure accurate and timely filing and payment of all Federal, State and Local tax returns in all jurisdictions
• Oversee the preparation and submission of quarterly and annual payroll tax filings, including 941s, 940s, W2s, state, and local equivalents
• Drive a client focused tax service culture by ensuring timely resolution of tax notices and client inquiries
• Oversee client tax onboarding including POA execution, tax account registration, and system configuration
• Collaborate with client service teams to provide guidance on tax issues
• Lead efforts to minimize penalties and interest through QC and reconciliation processes
• Ensure CPEO and ESAC compliance for all PEO entities
• Lead, mentor and scale a team of U.S. tax professionals
• Collaborate with the offshore BPO team to maximize efficiency and accuracy of filing and payment
• Develop KPIs, SLAs and performance metrics for the tax operations function.
• Manage a team of 4-6 direct reports and offshore resources

Payroll Tax Manager

SDET

• Build out automated flows according to requirements within D365 CE, Salesforce, and D365 F&O
• Monitor nightly automated runs and triage/document bugs and defects
• Modify and repair failing automated tests to maintain 85% suite pass rate
• Contribute to weekly sprint planning, retro meetings and QA Center of Excellence
• Understand and adhere to the QA Automation standards and best practices
• Contribute to QA Wiki and QA Documentation

QA Automation Engineer

Engineer

• Design, configure, and implement complex AV systems tailored to business and meeting requirements
• Deploy and maintain Zoom Room and Microsoft Teams Room (MTR) environments, including hardware and software integration
• Install, configure, and support AV equipment including NEAT Bars, Polycom systems, Logitech Rally, AVer cameras, projectors, sound systems, and iPad controllers, for both on premises and remotely
• Conduct advanced troubleshooting of AV and network-related issues, including audio, video, control systems, and connectivity problems, for both on premises and remotely
• Calibrate audio and video systems for optimal performance and user experience
• Provide expert technical support for live events, executive meetings, and day-to-day conferencing needs
• Mentor and guide junior engineers and technicians, providing technical leadership and training
• Lead AV projects from design through completion, ensuring timelines, budgets, and quality standards are met
• Document AV system designs, network topologies, room configurations, and support procedures
• Collaborate with IT, Facilities, and vendor partners to ensure seamless AV and IT system integration
• Stay current with emerging AV technologies, unified communications trends, and best practices

Senior A/V Engineer - Hybrid (Atlanta, GA.)

• Senior Account Manager to join OneDigital's Employee Benefits team, focused on servicing complex, high-value accounts with national reach, alternative funding arrangements, and sophisticated needs
• In this role, you’ll serve as a strategic partner to our Benefit Consultants, helping execute comprehensive benefit strategies while proactively identifying the right people, tools, and solutions to meet our clients’ evolving goals
• Essential Duties and Responsibilities include self-motivation, excellent written and verbal communication; strong organizational skills; detail-orientation; leadership capabilities; strategic client engagement; thriving in a fast-paced environment

Senior Account Manager - Hybrid (Irvine, CA)

• Account Manager will be a key member of the client service team, managing day-to-day service needs of mid-market clients (100-1,000 lives)\n• Partner with the lead Benefit Consultant to support renewal preparation, carrier/vendor coordination, and ongoing strategy execution\n• Serve as main point of contact for client questions, service requests, and issue resolution\n• Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication\n• Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through\n• Learn and grow understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities\n• Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists\n• Build trust-based client relationships through responsiveness, accuracy, and attention to detail

Account Manager - Hybrid (Irvine, CA)

Sales Operations Manager

• Strategic partner within the sales organization; drive sales effectiveness, onboarding, CRM data integrity, and cross-functional initiatives\n• Design, maintain, and audit sales and retention reporting using CRM, Power BI and related analytics tools\n• Administer integrations between CRM, marketing automation, and other sales tools to streamline lead flow and reporting\n• Ad-hoc reporting\n• CRM & Data Management: Oversee data integrity and user support within CRM systems (e.g., D365, Salesforce, EPIC). Implement data cleansing, deduplication, segmentation, and reporting processes\n• Bridge RFP Process: Assist in the RFP process: create aesthetically formatted proposals, manage RFP 360 responses, and collaborate with internal stakeholders\n• Marketing & Technology Integration: Collaborate with Marketing on campaign execution; manage lead lists, segment audiences, track MQLs; administer prospecting tools\n• Project Management & Special Initiatives: Act as project manager for special initiatives, ensure deliverables on time; onboarding and mentoring

Benefits Analyst

Account Manager

Account Manager

Senior Account Manager – Large Group

Fulfillment Resolution Analyst

Account Executive, P&C

Sales Support Advisor

Payroll Specialist

Senior Account Manager

Commercial Lines Account Manager

Client Advocate

Payroll Tax Manager

QA Automation Engineer

Senior A/V Engineer - Hybrid (Atlanta, GA.)

Senior Account Manager - Hybrid (Irvine, CA)

Account Manager - Hybrid (Irvine, CA)

Sales Operations Specialist - Hybrid