Operations Support Specialist

🕒 April 24

🇺🇸 United States – Remote

💵 $75k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Complete regular audits of workflows, best practices, and standard processes; update as needed, document findings, and maintain a regular audit cadence • Create and distribute reports to local and national teams; analyze data to determine accuracy, consistency, and actionable insights • Serve as a subject matter expert for questions related to systems, procedures, workflows, and operational resources • Cultivate and deepen relationships with internal and external stakeholders, cross-departmentally and with vendors and carrier partners • Ensure compliance with industry regulations and OneDigital Best Practices; champion data integrity and quality control standards • Engage in operational efficiency initiatives at varying levels — leading projects end-to-end, contributing as a project team member, or owning the operational handoff from project management to ensure successful implementation and sustainment • Provide administrative coordination and project support to the P&C national leadership team • Review data and take actionable steps to maintain accurate records in Applied Epic, including data entry and data clean-up • Own and manage operational tools such as Ennabl; serve as a go-to resource for system fluency, troubleshooting, and team enablement • Lead and manage the consolidation process, ensuring accuracy and efficiency across workflows • Support and coordinate Business Process Outsourcing (BPO) functions, including oversight of outsourced workflows and quality review • Monitor adherence to established procedures and standards; identify line-of-business challenges and follow through to resolution • Identify training opportunities and partner with the Learning & Development team to design and coordinate training solutions

🎯 Requirements

• 3 to 5 years of experience within the P&C industry, preferably in P&C agency operations • Proficient computer skills including Excel, Word, and PowerPoint • Strong attention to detail with demonstrated analytical, technical, and computer skills • Active Property & Casualty license or prior experience working within the P&C industry • Previous experience in P&C platforms (e.g., Applied Epic) is a plus • Familiarity with agency tech stacks, automation tools, or data reporting/KPI tracking methodologies is a plus • Self-motivated, able to manage multiple priorities and a large workload, and thrive in a fast-paced environment • Excellent communication skills, both written and verbal

🏖️ Benefits

• Health insurance • Wellbeing benefits • Retirement plans • Paid time off • Overtime pay for non-exempt employees • Learning and development programs • Reimbursement of job-related expenses • Employee perks and discounts