Posted:
8/6/2024, 5:00:00 PM
Location(s):
Berwyn, Pennsylvania, United States ⋅ Pennsylvania, United States
Experience Level(s):
Expert or higher ⋅ Mid Level ⋅ Senior
Field(s):
Business & Strategy
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:
The Market Analyst supports the Client Account teams by assisting with client renewals and implementation. The Client Analyst will also assist with additional administrative functions that are designed to improve and enhance workflows, timeliness, and overall client experience. The Client Analyst conducts client open enrollment meetings as needed and assists in client relationship meetings. They will also effectively communicate OneDigital’s value proposition and latest industry trends.
Essential Duties and Responsibilities (include but are not limited to):
Renewal Process - works with Account Manager, Benefits Consultant, Client Executive to assist in the renewal process and the overall satisfaction of the client experience. Works closely with Account Team and OneDigital solutions.
Open Enrollment - conducts client open enrollment meetings as needed. Assists in client relationship meetings including prep of presentation materials.
Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business. May be asked to assist in spreadsheet creation or to provide a peer-to-peer review of market analysis.
Contract Review - review of contracts and benefits summaries of sold plans for accuracy.
CRM - ensures policy information and commissions for all accounts and policies in D365
Census - ensures accurate census received with input from client, Client Executive, and/or Account Manager.
Service Teamwork - reviews accuracy of client work assignments from internal service team members including but not limited to SPR, open enrollment material, mid-year education campaign, and post enrollment audit activity.
Service Issues - serves in an advisory capacity for clients. Follows-up on escalated service issues or coordinates through Customer Advocate Center (CAC)
Compliance Checklist - assists in Client Compliance Checklist and needed requirements such as 5500 billing/filing, SBC distribution, SPD wrap documentation as appropriate
Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes
Qualifications, Skills and Requirements:
Excellent verbal and written communication, interpersonal, and presentation skills
Advanced problem-solving skills
Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible, and disciplined
Ability to work independently as well as in team environment
Ability to thrive in fast-paced production environment
Strong organizational and prioritization skills
Prior experience in broker agency or benefit administration
Familiarity with insurance carrier websites
Proven track record in customer service
Knowledge of health and ancillary products
Familiarity with local carriers and preferred products
Education, Training and Experience:
Bachelor’s Degree, preferred
2+ years’ experience in a broker agency or carrier, preferred
Current Life and Health license, required
Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
Intermediate knowledge of all Microsoft Office products; required
Intermediate knowledge of database applications, required
Other:
Licensed role
Thank you for your interest in joining the OneDigital team!
Website: https://onedigital.com/
Headquarter Location: Reumont, Nord-Pas-de-Calais, France
Employee Count: 501-1000
Year Founded: 2007
IPO Status: Private
Industries: Industrial Manufacturing ⋅ Management Consulting