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:

• Maintains book of fee/commissioned revenue business
• Responsible for all aspects of client project work with regards to medical and ancillary lines including renewal negotiations, marketing projects, pre-renewal forecasting analysis, claim projection analysis, full-insured and self-insured funding alternatives.
• Responsible for strategic planning, cost/benefit analysis and budget forecasting projects.
• Build relationship with assigned clients and give prompt attention to their requests. Be pro-active. Work with Producers to discuss the client’s future insurance needs. Maintain appropriate business contact with the client.
• Attend and organize client meetings to discuss financial and services issues.
• Manage monthly client reporting package.
• Develop annual client plan.
• Conduct employee meetings for clients.
• Develop relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients.
• Utilize Zywave and D365 to maintain client information and work flows.
• Identify new trends and developments in the insurance marketplace.
• Assist Producers in pursuing new business opportunities with existing and new clients.
• Assist in the training and development of various employee benefit related products.
• Assist in the interface with new and current clients for service and related needs.
• Assist the accounting department in collecting premiums, when necessary.
• Special projects as assigned.
• May require lifting packages up to 25 pounds

• Up to 25% of local travel time will be necessary to meet the client needs and occasionally may be nationally.

Requirements:

• Strong knowledge of Benefit insurance coverage.
• Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint.
• Proficiency in D365 and Zywave or ability to learn these programs.
• Proficiency in Adobe Acrobat-or ability to learn this program.
• Knowledge of PowerPoint is a plus.
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Attention to accuracy and detail.
• Excellent interpersonal skills and a pleasant disposition required at all times.
• Ability to work well with others in a fast paced environment.
• Team player.

Experience:

• At least 5 years of experience in the employee benefit field.
• College Graduate
• Brokers License

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!