Market Analyst

1 month ago

Other US Location OneDigital Health Full time

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.

Our Newest Opportunity:

The Market Analyst supports the Client Account teams by assisting with client renewals and implementation. The Client Analyst will also assist with additional administrative functions that are designed to improve and enhance workflows, timeliness, and overall client experience. The Client Analyst conducts client open enrollment meetings as needed and assists in client relationship meetings. They will also effectively communicate OneDigital's value proposition and latest industry trends.

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

  • Renewal Process - works with Account Manager, Benefits Consultant, Client Executive to assist in the renewal process and the overall satisfaction of the client experience. Works closely with Account Team and OneDigital solutions.
  • Open Enrollment - conducts client open enrollment meetings as needed. Assists in client relationship meetings including prep of presentation materials.
  • Quoting Tools - uses carrier and vendor quoting tools to complete and/or coordinate quotes and proposals for all new and renewal business. May be asked to assist in spreadsheet creation or to provide a peer-to-peer review of market analysis.
  • Contract Review - review of contracts and benefits summaries of sold plans for accuracy.
  • CRM - ensures policy information and commissions for all accounts and policies in D365
  • Census - ensures accurate census received with input from client, Client Executive, and/or Account Manager.
  • Service Teamwork - reviews accuracy of client work assignments from internal service team members including but not limited to SPR, open enrollment material, mid-year education campaign, and post enrollment audit activity.
  • Service Issues - serves in an advisory capacity for clients. Follows-up on escalated service issues or coordinates through Customer Advocate Center (CAC)
  • Compliance Checklist - assists in Client Compliance Checklist and needed requirements such as 5500 billing/filing, SBC distribution, SPD wrap documentation as appropriate
  • Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes

Qualifications, Skills and Requirements:

  • Excellent verbal and written communication, interpersonal, and presentation skills
  • Advanced problem-solving skills
  • Strong attention to detail
  • Positive, can-do attitude
  • Self-motivated, flexible, and disciplined
  • Ability to work independently as well as in team environment
  • Ability to thrive in fast-paced production environment
  • Strong organizational and prioritization skills
  • Prior experience in broker agency or benefit administration
  • Familiarity with insurance carrier websites
  • Proven track record in customer service
  • Knowledge of health and ancillary products
  • Familiarity with local carriers and preferred products

Education, Training and Experience:

  • Bachelor's Degree, preferred
  • 2+ years' experience in a broker agency or carrier, preferred
  • Current Life and Health license, required
  • Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
  • Intermediate knowledge of all Microsoft Office products; required
  • Intermediate knowledge of database applications, required

Other:

  • Licensed role

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:

Thank you for your interest in joining the OneDigital team

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