Implementation Account Manager

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.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

The Implementation Specialist will support the new business and renewal process for the clients of Digital Insurance. They will support the flow of group business, from receipt of the sold case proposal through finalization by the carrier(s).  The primary market segmentation is small group along with individual.

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

• Gather applications from carrier(s) and send to clients, instruct employers how to complete required paperwork, scrub forms then send to carrier(s) for implementation exercising professional communication skills;
• Communicate final approval from the carrier to the client by providing the carrier welcome letter, final rates, plan design;
• Database management and proper documentation including but not limited to: entering Account Level information into Microsoft CRM, saving documents in appropriate account folders;
• Provide specific notation and descriptions of calls in CRM and track all email correspondence;
• Balance and prioritizing daily tasks, such as managing appointments, phone calls, and e-mail correspondence using appropriate tone, craft and delivery;
• Build and maintain rapport with carrier contacts by insuring clean case submissions and replying to requests both accurately and expediently;
• Adhere to confidentiality and HIPAA guidelines;
• Additional responsibilities assigned by management.

Qualifications, Skills and Requirements:

• Excellent written and verbal communication skills;
• Strong organizational skills and attention to detail;
• Ability to relate to people of all levels and personalities;
• Must be self-motivated and disciplined with the ability to thrive in fast-paced environment.

Education, Training and Experience:

• Bachelor's degree, preferred;

• Experience at carrier, general agency or brokerage in a benefits support role, preferred;
• Proficient with Microsoft Office applications including Excel, Word and Outlook, required;
• Knowledge of health and ancillary insurance products and benefit plan designs, preferred;
• Familiarity with database applications, a plus.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic