Benefits Representative – 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:

The Benefits Representative is primarily responsible for providing operational and administrative support for the Client Services Account Management Team. Benefits Representatives provide information, assistance and follow-up to employees, departments and clients in the application of OneDigital’s policies, procedures and documentation.

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

• Provides support to Benefits Consultants by coordinating client service needs such as renewal follow-up calls and collecting census/group eligibility status information
• Works with internal client support teams to triage and manage client concerns/needs and ensures issues are completed in a timely manner
• Coordinates the submission of Benefit Guides to Market Solutions Team (MST) and ensures a timely delivery
• Works closely with consultants, clients and other internal teams to ensure proper onboarding of client solutions such as GoCo and Employee Navigator, and provides training and system demonstrations
• Owns the entire administrative implementation process for new and renewing groups and ensures timely completion
• Collects required documentation for implementing new partnership business and ensures information is properly captured in CRM.
• Consistently monitors and manages CRM to ensure timely and up to date information is reflected
• Effectively and professionally manages multiple appointments, phone calls, and e-mail correspondence with both internal and external clients

Qualifications, Skills and Requirements:

• Strong analytical, communication, and listening skills
• Knowledge of quoting process and tools
• Self-motivated, disciplined, sets high standards for their own performance, and thrives in a fast-paced environment
• Excellent organizational and project management skills with the ability to prioritize and handle multiple and complex tasks in a demanding work environment
• Strong attention to detail, critical thinking and analytical problem-solving skills
• Expresses consistent positions regardless of audience
• Sees the big picture and recognizes symptoms that indicate underlying problems
• Communicates effectively, timely and concisely with consultant and carriers
• Exhibits good team building skills in terms of facilitation, decision-making, interpersonal communication
• Demonstrate patience in all customer contact situations, including maintaining a pleasant and professional tone and manner

Education, Training and Experience:

• 5+ years’ experience in the benefits, insurance, health & wealth management industry, preferred; 2+ years’ required
• 2+ years’ consulting experience or equivalent in related industry; preferred
• Proficient in Microsoft Office, particularly database applications and reporting tools
• Current life and health insurance license, required
• Bachelor’s Degree, preferred

Thank you for your interest in joining the OneDigital team!