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
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
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
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 StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Recent News
Alternative Credit Investor
2026-01-24
Company data provided by crunchbase