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Manage an assigned book of employee benefits clients as primary contact, coordinate with service teams and consultants, handle renewals and enrollments, advise on cost-effective benefits, assist with filings, drive client communications, and seek cross-sell opportunities while ensuring high service delivery.

Build and maintain Azure Data Factory ingestion pipelines into Snowflake, implement medallion transformations (Coalesce), write Python orchestration and connectors, apply governance with Atlan, collaborate with AI coding agents, participate in CI/CD with Azure DevOps, handle on-call production support, and document runbooks.

Lead and manage Medicare-focused training programs and a team of training staff. Design, deliver, and maintain onboarding, continuous learning, and curriculum updates; partner with cross-functional leaders to close performance gaps; measure training effectiveness and drive employee development and operational excellence.

The Personal Lines Account Manager services existing clients and develops new client relationships while ensuring client satisfaction and processing insurance business.

Own financial analysis for large-group employee benefits clients: develop performance reports, renewal projections, utilization reviews, market exhibits, and support RFPs and carrier negotiations. Present insights to clients and collaborate with internal teams and carriers on renewals and special projects.

Service and grow personal-lines insurance accounts: process new and renewal business, endorsements, proofs of insurance; communicate with carriers and clients; answer coverage and underwriting questions; assist with claims, marketing, and cross-selling; maintain compliance and continuing education.

Serve as strategic HR liaison and escalation point for Resourcing Edge clients. Build and manage client relationships, handle payroll/benefits/employee relations inquiries, conduct onboarding and software demos/training, monitor case management, improve client satisfaction, and update SOPs and training materials.

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.

The IT Portfolio Analyst at OneDigital supports IT projects using administrative and analytical guidance, tracking portfolio performance, resource planning, and ensuring alignment with strategic objectives.