Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Essential Duties and Responsibilities (include but are not limited to):

• Prepares plan performance (financial) reports, renewal projections, plan change pricing, contribution models, and other financial deliverables in support of client strategy
• Creates accurate market exhibits and presentations of proposals and renewal information
• Project manages and owns the Request for Proposal (RFP) process for each client in their book of business
• Maintains accurate, current, organized, and complete market information in internal databases
• Builds, develops, and maintains strong working relationships with carrier partners, consultants, and other internal team members.
• Collect, research, audit, and interpret data and material required for the client’s renewal process, financial reporting, internal accounts, and deliverables.
• Advises client on completing carrier deliverables and reporting findings throughout the plan lifecycle.
• Records, documents, organizes and catalogs all files, source data, steps of the renewal process, and ongoing claims data.
• Maintains industry knowledge to navigate the renewal process appropriately while advising on trends, employee benefits, plan designs, and legislation.
• Reviews and critiques peers’ client deliverables to ensure accuracy and consistency.
• Dives into carrier reporting and insight tools to help tell the clients’ utilization and projection story while using discretion about the client’s objectives and nuances of the industry.
• Other duties and special projects as assigned

Qualifications, Skills, and Requirements:

• Ability to analyze data and recognize analytical patterns
• Proficient in math and quantitative concepts (ratios, weighted averages, percentages, etc.)
• Strong organization, time management, prioritization, and project management skills
• Strong verbal and written communication skills
• Ability to effectively handle multiple and changing client priorities and deadlines
• Ability to evaluate, adapt, and pivot to industry, internal team, company objectives, and client needs
• Ability to effectively present data, occasionally to a C-Suite audience
• Excellent interpersonal skills
• Demonstrates a high level of professionalism

Education, Training, and Experience:

• Bachelor’s degree in Business, Finance, Math, Accounting, or related field, preferred;
• Proficient in all Microsoft Office products, required;
• Intermediate to advanced proficiency in Microsoft Excel, required;
• 3+ years of translatable professional experience, required;
• Experience working for a group insurance carrier, broker, or consultant, required;
• Knowledge of group insurance products, including medical, dental, CDHPs, pharmacy, life, and disability, required;
• Experience with database applications, a plus;

Other:

License not required

Thank you for your interest in joining the OneDigital team!