Teams at OneDigital Health

Manage stop loss and TPA (ASO) marketing and renewal cycles for assigned self-funded clients. Secure competitive quotes, provide financial analysis and recommendations, maintain partner relationships, and support SFCOE leadership and field offices.

Manage a book of employer benefits clients as the primary contact: advise on benefits strategy, lead renewals, ensure compliance (e.g., 5500 filings), coordinate internal service teams, conduct enrollments and client meetings, and grow business through cross-sales.

Manage a portfolio of clients using isolved HCM, provide ongoing support, troubleshoot system issues, deliver training, advise on payroll/HR/benefits/time & attendance, document interactions in CRM, and identify upsell opportunities to increase platform adoption.