Implementation Specialist - Remote jobs in United States
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OneDigital · 14 hours ago

Implementation Specialist - Remote

OneDigital is a people-focused organization that provides employee benefits solutions to over 100,000 employers. The Implementation Specialist will support the business and renewal process for clients, ensuring smooth communication and documentation between carriers and clients.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Microsoft OfficeHealth & Life LicenseDatabase managementHealth insurance knowledgeCommunication skillsOrganizational skillsSelf-motivated

Required

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
Proficient with Microsoft Office applications including Excel, Word and Outlook

Preferred

Bachelor's degree
Experience at carrier, general agency or brokerage in a benefits support role
Knowledge of health and ancillary insurance products and benefit plan designs
Health & Life License
Familiarity with database applications

Benefits

Health
Wellbeing
Retirement
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts

Company

OneDigital

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OneDigital is focused exclusively on employee benefits.

H1B Sponsorship

OneDigital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired

Leadership Team

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Mike Sullivan
Co-Founder & Chief Growth Officer
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Travis Dommert
SVP, Talent
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Company data provided by crunchbase