<p>Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.</p> <p>If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.</p> <p>Our Newest Opportunity:</p> <p>The Lead Sales Operations Specialist serves as a trusted partner to the Managing Principal, enabling the Managing Principal to focus energies on higher leverage activities by overseeing the new business onboarding process, new business reporting, and other tasks related to the operation of the Business</p> <p>Development & Consulting teams.</p> <p>In this key position, candidates will have the opportunity to partner directly with the Managing Principal on new business development objectives and administration. The Lead Sales Operations Specialist is responsible management of new business onboarding, sales reporting and analysis, client contracts, broker</p> <p>RFPs, and special projects. Additional accountabilities include acting as a liaison with teams across OneDigital. The Lead Sales Operations Specialist must thrive in a fast-paced environment and be challenged by a role with the opportunity to:</p> <p>Essential Duties and Responsibilities (include but are not limited to):</p> <ul> <li>Design and maintain departmental reports, statistics, sales and retention metrics for Managing Principal. To include: </li><li>Assign monthly sales reporting to other operations team members. </li><li>Review reports for accuracy. </li><li>Create and maintain other sales and retention related reporting as needed </li><li>Provide high-level consultative, technical, and decision-making support to Managing Principal regarding organizational goals and initiatives. </li><li>Manage Agent of Record (AOR) paperwork process internally & externally </li><li>Process AOR letters with carriers, including requesting plan summaries/certificates of coverage, rates and online portal access. </li><li>Process new business information internally using the Brokerage Builder and D365 databases. This process may require obtaining current bills, rates and/or commissions. </li><li>Confirm, calculate and record case commissions. </li><li>Record confirmed revenue for sales goal reporting. </li><li>Maintain/revise contents of New Client Transition Workbook as needed </li><li>Coordinate with Business Development Executive to schedule internal transition meetings </li><li>Distribute Business Associate Agreement and Add/Terms Agreement through DocuSign to new clients for signature and execution. </li><li>Manage the contracting process for fee-based services and projects. </li><li>Generate contract and/or Statement of Work with information provided by applicable department. </li><li>Distribute document through DocuSign for execution. </li><li>Record new revenue for sales goal reporting. </li><li>Provide information to Sr. Manager of Finance and Administration for client billing. </li><li>Ensure internal databases reflect current information on services provided and associated costs. </li><li>Upon contract renewal, verify services are still being provided and confirm associated costs. Update contract or Statement of Work as needed. </li><li>Manage Broker Request for Proposals (RFP) process. To include: </li><li>Assemble responses to RFP questionnaires received from prospective clients, using RFP 360 to create a draft response. </li><li>Partner with Business Development staff to delegate and collect answers to unique questions. </li><li>Complete any forms required to be included with RFP response. </li><li>Create proposal covers, aesthetically lay-out final response documents, assemble final proposals & ship to prospective client. </li><li>Participate in key meetings by identifying, and tracking action items, and capturing decisions from these meetings. </li><li>Act as project manager for meetings related to projects and initiatives. </li><li>Develop, recommend, and implement action plans and complete project management duties as necessary to ensure successful completion of assigned projects within specified time </li></ul> <p>frames.</p> <ul> <li>Conduct independent research and analyses and interpret data related to sales or client related initiatives. </li><li>Other special projects as needed. </li></ul> <p>Qualifications, Skills and Requirements:</p> <ul> <li>Exceptional MS Office experience required, to include Excel, Word and PowerPoint. </li><li>Excellent communication skills (listens, speaks, and writes well); able to interact effectively </li></ul> <p>with people of various responsibility and authority (employees, key contacts, executives,</p> <p>etc.). Comfortable making group presentations.</p> <ul> <li>Highly organized. </li><li>Able to manage a multitude of details (including paperwork); stays proactive while juggling </li></ul> <p>these issues.</p> <ul> <li>Handles many simultaneous projects efficiently and effectively. </li><li>Operates in a fast-paced, energetic environment and welcomes change. </li><li>Models and exemplifies the OneDigital Way. </li><li>In all things, seeks to behave in a professional, consistent, and reliable manner. </li></ul> <p>Education, Training and Experience:</p> <ul> <li>Three or more years of experience sales operations role required. </li><li>Three or more years of experience in employee health & welfare benefits preferred. </li><li>An earned high school diploma required; prefer bachelor's degree (or its equivalent). </li></ul> <p>Your base pay is dependent upon your skills, education, qualifications,</p> <p>professional experience, and location. In addition to base pay, some roles are</p> <p>eligible for variable compensation, commission, and/or annual bonus based on</p> <p>your individual performance and/or the company's performance. We also offer</p> <p>eligible employees health, wellbeing, retirement, and other financial benefits,</p> <p>paid time off, overtime pay for non-exempt employees, and robust learning and</p> <p>development programs. You will receive reimbursement of job-related expenses</p> <p>per the company policy and may receive employee perks and discounts.</p> <p>To learn more, visit: www.onedigital.com/careers</p> <p>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.</p> <p>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.</p> <p>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:</p> <p>City and County of San Francsico</p> <p>City of Los Angeles</p> <p>County of Los Angeles</p> <p>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.</p> <p>In short, we believe in hiring the most qualified applicant for the position, regardless of background.</p> <p>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.</p> <p>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.</p> <p>Thank you for your interest in joining the OneDigital team!</p>