Renewal Specialist – Remote

OneDigital is proud of the tight-knit community we’ve built since the day we were founded. We’re picky about the people who work for us, because as much as we are a business, we’re also a family. Even through our rapid growth, we’ve managed to preserve our unique culture. We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself.

With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization. Are you ready to join an already winning team and help us continue to grow for years to come?

Our Newest Opportunity:

Summary:

The Renewal Specialist manages the renewal process for clients to obtain competitive analysis of employee benefit options. Provides proactive support to Benefits Consultant (BC) in the renewal process consistently, timely and accurately.

This a fully remote position with a required once a month team meeting in the Riverwood office.

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

• Manages, in coordination with the Benefits Consultants, the insurance plan renewals for each client in the book of business
• Gathers documents for the Renewal Process and verifies all information (rates, benefit items, premium, commission, contributions, waiting period, and any additional information that is needed by other departments)
• Sends out Request for Proposal to market for Medical, Dental, Vision and Life and Disability products
• Manages and tracks quotes and proposals from carriers
• Assembles Proposal components into benefits analysis spreadsheet for client presentations
• Updates and attaches documents to appropriate client file in Microsoft CRM
• Attains and maintains industry knowledge of employee benefits, plan designs, legislation and emerging benefit trends.

Qualifications, Skills and Requirements:

• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible and disciplined
• Ability to work independently as well as in team environment
• Excellent verbal and written communication skills
• Strong organizational skills
• Ability to thrive in fast-paced production environment
• Ability to manage numerous simultaneous projects efficiently and effectively.
• Supports team members during peak schedule by offering to help where needed

Education, Training and Experience:

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• A working knowledge of employee welfare benefits, understanding medical insurance plans as well as ancillary coverage’s such as life, disability, and dental insurances, preferred
• Familiarity with insurance carrier websites, preferred
• Proven track record in customer service; preferred
• Must have great organizational and project management skills.
• Bachelor’s Degree, preferred

Other:

• License not required

Thank you for your interest in joining the OneDigital team!