Market Analyst Client Focused - Hybrid

Market Analyst The Market Analyst is part of and supports the Client Account Management teams by assisting with client renewals, implementation, operational projects and overall service to a client book of business. The Market Analyst will also assist with additional administrative functions that are designed to improve and enhance workflows, timeliness, and overall client experience. The Market Analyst conducts client open enrollment meetings at times as needed and assists in client relationship meetings. They will also effectively communicate OneDigital's value proposition and support in CRM updates to client profiles and enter in updated key information such as contacts, carriers, renewals, product updates, etc.

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

Renewal Process - works with Sr. Account Managers, Sr. Benefits Consultants, Client Executives to assist in the renewal process and the overall service and satisfaction of the client experience. Works closely with Account Team on OneDigital solutions.

Open Enrollment Helps create, update, and at times conduct client open enrollment materials and 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 Sr Account Manager.

Service Teamwork - reviews accuracy of client work assignments from internal service team members including but not limited to SPD, 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.

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

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.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!