Teams at OneDigital Health

Lead and consult on employee benefits accounts, oversee client service teams, design benefit and renewal strategies, manage revenue/profitability, mentor staff, maintain carrier relationships, ensure compliance with healthcare regulations, and drive client retention and growth.

Manage an assigned book of personal lines Property/Casualty accounts: quote new business, process endorsements and billing, issue evidence/certificates, update Applied/Epic and agency systems, maintain client relationships, and follow up on open activities to ensure accurate policy servicing.

Sell and retain employee benefits accounts by developing new business, managing an assigned book, and working with marketing and service teams. Maintain pipeline in CRM, negotiate carrier contracts, oversee renewals, open enrollment and service delivery, advise clients on compliance (HIPAA, ERISA, ACA), and lead multi-year client strategies and wellness programs.