Essential Duties and Responsibilities (include but are not limited to):
· Works as a part of a team to effectively retain a book of business.
· Builds excellent client and vendor partner relationships.
· Assesses the nature of a problem and works toward a quick resolution.
· Effectively communicates with all members of the client team, keeping them informed of key developments, delays, and client requests.
· Communicates clear timelines for client’s open enrollment and renewal implementation.
· Knowledgeable about, and stays current on, employee communication, wellbeing, and benefits administration best practices, vendors, tools, and solutions.
· Updates OneDigital’s internal system of record to document client work, meetings, project status, client-related documents, and other client details.
· Educates clients’ employees on employee benefits, wellbeing programs, and how to enroll.
· Effectively project manages open enrollment, new hire orientations, wellbeing programs, communications, and benefit administration needs.
· Guides and directs the work of the Communications team for development of client deliverables including booklets, brochures, flyers, postcards, benefits-at-a-glance, custom animated videos, and more.
· Conducts working sessions with clients to gather, understand, and analyze business requirements, including future client benefit plans, enrollment processes, necessary eligibility and integration needs with other vendors and carriers.
· Provides clients with visibility of employer compliance requirements and timelines.
· Effectively project manages implementation of new policies.
. Ensures employer and employee policy applications and amendments are completed timely and accurately.
. Ensures that contracts that are issued comply with sold policies.
· Travels independently as needed to meet with clients and host employee group meetings.
· Point of escalation for plan implementation, open enrollment, and other client-related issues.
· Completes other duties as assigned.
· Finds a better way; promotes and recommends ideas for improvement.
· Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
· Uses tools and systems (e.g. D365, MS Word, Excel, etc.) to enhance the job.
· Maintains a positive can-do attitude.