Employee Benefits Operations Lead - Remote

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.

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 .

Our Newest Opportunity

The Employee Benefits Operations Lead serves as a strategic partner to the National Practice Leader, playing a pivotal role in driving a high-performance, growth-oriented Employee Benefits practice. The role is responsible for supporting and optimizing day-to-day operations, collaborating with Marketing, engaging with carriers and partners, and coordinating events and programs that advance key strategic initiatives. By maximizing field support, identifying efficiencies across markets, and implementing innovative solutions, this role ensures seamless execution of business processes and continuous improvement in service delivery. The Lead works cross-functionally to coordinate efforts among teams, enhance client retention, and enable cross-sale opportunities, ultimately benefiting both organizations and their employees and fostering a collaborative, results-driven environment.

Essential Duties and Responsibilities

• Growth, Retention & Cross‑Sale Enablement
• Develop and manage programs that support sales and client management teams with resources, reporting, and coordination to drive new business, renewals, and client retention.

Track and coordinate cross‑sale initiatives with other practices (e.g., Retirement, HR Consulting, Property & Casualty), including collateral organization, meeting preparation, and follow‑up on outcomes.

• Analyze client and portfolio data to identify vulnerable clients, recommend targeted retention actions, and monitor effectiveness, surfacing insights and recommendations for leadership.

Marketing, Campaigns & Communications

• Partner with Marketing to design and execute national campaigns, manage content calendars, and develop EB‑specific messaging and materials aligned with practice strategy.
• Review and interpret engagement metrics and qualitative feedback to inform future initiatives and optimize communication strategies.
• Regional & Local Market Support
• Coordinate regional initiatives, visits, and events, ensuring alignment with national standards and strategic priorities and ensuring timely follow‑up on action items.
• Serve as a connector between national leadership and local teams, facilitating best‑practice sharing and feedback loops to inform national planning.

Carrier & Partner Engagement

• Collect, analyze, and organize carrier performance data; prepare materials and recommendations for advisory meetings and track action items to completion.
• Coordinate and help shape initiatives with carrier and vendor partners to align with practice strategy and performance goals.

Training & Learning

• Oversee scheduling, logistics, and resource planning for EB training programs and field development curricula.
• Maintain and organize training resources for ongoing team reference and recommend enhancements based on participation, feedback, and evolving business needs.

Analytics & Performance Management

• Use Power BI and other tools to extract, organize, and report on key metrics (e.g., revenue, pipeline, retention, cross‑sales).
• Develop standard reporting templates and dashboards and surface insights and recommendations to leadership to inform decision‑making and performance improvement.

Product & Technology Support

• Support rollout, adoption, and optimization of EB‑specific products and technology solutions, serving as an operational point of contact for the practice.
• Coordinate user communications, training, and feedback collection, and recommend enhancements to improve utilization and user experience.
• Practice Communications & Knowledge Management
• Assist with planning, content development, and execution for town halls, newsletters, and internal communications that support practice priorities.
• Maintain the Employee Benefits Practice page and related repositories to ensure resources are current, well‑organized, and easily accessible for field and leadership teams.

Event Support

• Plan and execute EB‑related events, including agenda development, content collection, speaker coordination, and logistics.
• Manage post‑event follow‑up, evaluation, and feedback; translate learnings into recommendations for future events and initiatives.

Qualifications, Skills, and Requirements

• Strong organizational and project management skills; able to manage multiple priorities and deadlines in a fast‑paced, matrixed environment.
• Demonstrated adaptability and learning agility to respond quickly to shifting needs, evolving products, and changing business goals.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint); Power BI experience preferred.
• Excellent written and verbal communication skills, including preparation of executive‑ready materials and effective cross‑functional collaboration.
• Proven ability to build relationships and collaborate with Sales, Client Management, Marketing, Product/Technology, L&D, and Carrier/Vendor partners.
• High attention to detail, strong time management, and consistent follow‑through.
• Comfort working with performance metrics, reports, and analytics to inform recommendations and decisions.
• Ability to handle sensitive information with discretion and professionalism.

Education and Experience

• Bachelor’s degree preferred; professional certifications a plus.
• 5+ years’ experience in employee benefits, insurance brokerage/consulting, or a related field involving operational support, analytics, or program coordination.

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.

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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!

Originally posted on Himalayas