Employee Benefits Operations Lead

🔥 2 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

⚙️ Operations

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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

• Develop and manage programs that support sales and client management teams with resources, reporting, and coordination to drive new business, renewals, and client retention. • Track and coordinate cross-sale initiatives with other practices (e.g., Retirement, HR Consulting, Property & Casualty), including collateral organization, meeting preparation, and follow-up on outcomes. • Analyze client and portfolio data to identify vulnerable clients, recommend targeted retention actions, and monitor effectiveness, surfacing insights and recommendations for leadership. • Partner with Marketing to design and execute national campaigns, manage content calendars, and develop EB-specific messaging and materials aligned with practice strategy. • Review and interpret engagement metrics and qualitative feedback to inform future initiatives and optimize communication strategies. • Coordinate regional initiatives, visits, and events, ensuring alignment with national standards and strategic priorities and ensuring timely follow-up on action items. • Serve as a connector between national leadership and local teams, facilitating best-practice sharing and feedback loops to inform national planning. • Collect, analyze, and organize carrier performance data; prepare materials and recommendations for advisory meetings and track action items to completion. • Oversee scheduling, logistics, and resource planning for EB training programs and field development curricula. • Use Power BI and other tools to extract, organize, and report on key metrics (e.g., revenue, pipeline, retention, cross-sales).

🎯 Requirements

• Bachelor’s degree preferred; professional certifications a plus. • 5+ years’ experience in employee benefits, insurance brokerage/consulting, or a related field involving operational support, analytics, or program coordination. • Strong organizational and project management skills; able to manage multiple priorities and deadlines in a fast-paced, matrixed environment. • Demonstrated adaptability and learning agility to respond quickly to shifting needs, evolving products, and changing business goals. • Advanced proficiency in Microsoft Office (Excel, PowerPoint); Power BI experience preferred. • Excellent written and verbal communication skills, including preparation of executive-ready materials and effective cross-functional collaboration. • Proven ability to build relationships and collaborate with Sales, Client Management, Marketing, Product/Technology, L&D, and Carrier/Vendor partners. • High attention to detail, strong time management, and consistent follow-through. • Comfort working with performance metrics, reports, and analytics to inform recommendations and decisions. • Ability to handle sensitive information with discretion and professionalism.

🏖️ Benefits

• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions • reimbursement of job-related expenses per the company policy • employee perks and discounts