Act as a trusted partner to business owners by helping them manage risks and protect their companies from unforeseeable surprises. Provide peace of mind through insurance, financial services, and HR consulting to help clients thrive.
OneDigital
38 Remote Job Openings at OneDigital
The Account Manager handles the day-to-day management of an assigned book of business and serves as the primary point of contact for benefit-related service needs. They collaborate with internal teams and consultants to manage renewals, conduct needs analyses, and advise clients on cost-reduction strategies.
Senior Associate Account Manager - Remote (PST, MST or CST)
OneDigital
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Full Time
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5 days ago
OneDigital
Supports Senior Account Managers in servicing a book of business by managing client requests and coordinating plan administration and compliance. Facilitates the annual renewal process, open enrollment, and the onboarding of new client divisions.
The Analyst manages the end-to-end stop loss renewal cycle and TPA (ASO) marketing processes for assigned clients. They are responsible for securing competitive quotes and providing financial analysis to support self-funded insurance programs.
Manage and grow a book of retirement plan clients by designing plan structures and building trusted relationships with plan sponsors. Coordinate with internal specialists to deliver consulting services, fiduciary training, and participant education to ensure long-term client retention.
The Sales Associate manages the operational execution of complex PEO sales cycles, including RFP coordination and underwriting liaison. They are responsible for preparing closing kits and maintaining accurate CRM records to ensure a seamless transition to implementation.
Manage client-sponsored 401k plan administration and coordinate with providers to set up new retirement plans. Support internal teams and clients by answering retirement questions and managing payroll data entry changes.
The Client Success Specialist manages the end-to-end onboarding process for newly acquired employee benefit programs. This includes designing onboarding strategies, coordinating with carriers and vendors, and transitioning clients to account management teams.
The Actuarial Director leads the development of client data and analytics strategies and oversees the execution of actuarial studies for health benefits. They serve as a financial contact for clients, managing deliverables and mentoring junior actuarial staff.
The role focuses on the due diligence phase of M&A by collecting and analyzing HR data, policies, and compensation structures from target organizations. It involves preparing executive-ready deliverables and cost models to inform deal decisions and integration strategies.
The Benefits Specialist II manages a book of benefits clients, serving as the primary subject matter expert for administration, system configuration, and compliance. They are responsible for optimizing benefits workflows, resolving complex client issues, and mentoring junior team members.
The Benefits Specialist manages a book of clients to ensure effective onboarding and understanding of benefit plans while maintaining compliance. They are responsible for system optimization, data integrity, and resolving client inquiries regarding benefits administration.
Responsible for correcting plan level and member enrollment audits to ensure data accuracy in cloud-based benefits administration tools. This includes researching root cause issues, working with carriers on eligibility requests, and maintaining detailed documentation.
HR Consultant - Remote (DC, Northern Virginia or Maryland)
OneDigital
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Full Time
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13 days ago
OneDigital
Provide extensive HR consultation to clients regarding compliance, wage and hour laws, and employee relations. Manage client relationships, conduct HR assessments, and develop training content for webinars.
Own the strategy and performance of the sales technology stack to improve seller effectiveness and productivity. Lead the integration of AI-powered tools and intent data into daily sales workflows while managing vendor relationships and ROI.
Manage and grow a book of retirement plan clients by designing plan structures and building trusted relationships with plan sponsors. Coordinate with internal specialists to deliver consulting services, fiduciary training, and participant education to ensure long-term client retention.
The SDR is responsible for growing the sales funnel by identifying ideal prospects and validating contact data. They will manage CRM hygiene in Zoho CRM and execute multi-channel outreach to book qualified appointments.
The Account Manager manages a book of business by handling RFP activity, client implementations, and escalated service issues for ancillary lines of coverage. They serve as the primary point of contact for brokers and clients, ensuring service deliverables meet expectations and identifying cross-sale opportunities.
Senior Account Executive- Strategic Accounts - Remote (USA)
OneDigital
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Full Time
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a month ago
OneDigital
Serve as the senior operational lead for strategic accounts with 3,000+ employees, managing complex renewal cycles and funding structures. Lead multi-disciplinary service teams to ensure high-quality delivery and alignment with client business objectives.
Lead the strategy and delivery of risk, actuarial, and analytics capabilities for the Southern California Employee Benefits practice. Serve as a trusted advisor to clients and internal stakeholders to translate complex data into actionable financial insights and funding strategies.
The Compliance Analyst manages registration and licensing duties for Investment Adviser Representatives, including U4/U5 filings and ADV 2B documents. They perform ongoing monitoring, due diligence for onboarding, and ensure adherence to firm policies and regulatory requirements.
The Account Manager is responsible for the day-to-day management of an assigned book of business and the overall client benefits strategy. They serve as the primary point of contact for clients, leading the renewal process and collaborating with internal service teams.
Manage a caseload of retirement plan clients focusing on accurate administration, regulatory compliance, and proactive relationship management. Responsibilities include executing plan operations, government filings, and processing participant transactions while ensuring high client retention.
Manage daily operations and relationships between clients, brokers, and vendors while serving as a clinical resource for pharmacy consulting. Analyze medication utilization data to identify cost drivers and develop strategies to optimize plan performance.
Senior Benefits Consultant. Large/National - Remote (PST)
OneDigital
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Full Time
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a month ago
OneDigital
The Senior Benefits Consultant is responsible for retaining clients and managing their book of business through strategic benefit design and financial analysis. They oversee plan renewals, ensure service delivery excellence, and maintain strong relationships with carriers and vendors.
Manage and administer HR, payroll, and benefits for multiple clients, ensuring compliance with regulatory requirements. Provide guidance to management and employees while developing operational improvements for human capital management processes.
Provide expert HR consultation to clients regarding wage and hour laws, leaves of absence, and employee relations. Manage client relationships, track billable work, and develop training content for webinars.
Manage a client book of business by fostering relationships and ensuring quality service delivery. Oversee PBM implementations, analyze plan performance, and coordinate RFP processes for new clients.
The Account Manager serves as the operational liaison between consultants, clients, and shared services teams to manage workflow routines and client retention. Key duties include managing benefit package deployment, coordinating quotes and proposals, and maintaining client data integrity in Microsoft CRM.
Own and optimize the end-to-end PBM RFP process, including the development of pricing models and financial evaluations. Lead the integration of AI-driven tools to modernize the RFP lifecycle and provide strategic insights for client negotiations.
The Benefits Consultant is responsible for retaining clients by overseeing benefit design, financial analysis, and plan renewals. They manage the overall service delivery and communicate industry trends and the company's value proposition to active clients.
The Actuarial Associate creates, develops, and manages risk assessment tools supporting customer accounts. This role also manages a data warehouse for quality assurance and assists in preparing statistical models for insurance plan profitability analysis.
The AI Innovation Leader drives the application and adoption of AI within a specific practice by translating business priorities into a use case pipeline. They act as the primary link between the practice and the central AI Product Team to ensure measurable business impact and productivity gains.
The Pricing Consultant will determine the risk profile of prospects and advise PEOs on optimal pricing strategies, including discounting and parity options. They will also act as a liaison between PEO contacts, consultants, and underwriters to manage medical-pricing decisions for new business.
The Account Manager is responsible for the daily management of their assigned book of business, collaborating with internal teams to ensure service deliverables meet or exceed client expectations. This role serves as the primary point of contact for clients regarding all benefit-related service needs.
The Client Executive is responsible for developing new business opportunities, closing sales to meet annual goals, and strategically managing and retaining an assigned book of business. This role requires close partnership with marketing, client management, and service teams to cultivate leads and ensure effective client servicing and retention.
Account Manager, Private Client Personal Lines - Remote (PST)
OneDigital
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Full Time
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6 months ago
OneDigital
The Account Manager supports Account Executives in servicing Private Client accounts, ensuring efficient operations and timely follow-up. This includes processing endorsements, renewals, and liaising with carriers to resolve service issues.
The Implementation Specialist will support the new business and renewal process for clients, managing the flow of group business from proposal receipt to carrier finalization. Responsibilities include gathering applications, instructing employers on paperwork, and maintaining communication with clients and carriers.
