Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.
If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Our Newest Opportunity:
The Operations Specialistplays a crucial role in supporting the P&C Practice’s operationalefficiency, ensuring smooth process and procedures,responsible forassistingthe team withdata management,andsupporting end usersThe Specialist will help theNational P&CTeam be more productive and effective bymaintainingresponsibility for key assignments,projects, planning,and supportThis role requires a solution-oriented mindset, strong initiative, and the ability to take an idea frominitialconcept through to delivery. The ideal candidate is a strategic thinker, natural builder, and proactive problem-solver who thrives in a fast-paced environment and is committed to operational excellence.
Essential Duties and Responsibilities:
Complete regular audits of workflows, best practices, and standard processes; update as needed, document findings, andmaintaina regular audit cadence.
Create and distribute reports to local and national teams; analyze data todetermineaccuracy, consistency, and actionable insights.
Serve as a subject matter expert for questions related to systems, procedures, workflows, and operational resources.
Cultivate and deepen relationships with internal and external stakeholders, cross-departmentally and with vendors and carrier partners.
Ensure compliance with industry regulations and OneDigital BestPractices;champion data integrity and quality control standards.
Engage in operational efficiency initiatives at varying levels — leading projects end-to-end, contributing as a project team member, or owning the operational handoff from project management to ensure successful implementation and sustainment.
Provide administrative coordination and project support to the P&C national leadership team.
Review data and take actionable steps tomaintainaccuraterecords in Applied Epic, including data entry and data clean-up.
Own and manage operational tools such asEnnabl; serve as a go-to resource for system fluency, troubleshooting, and team enablement.
Lead and manage the consolidation process, ensuring accuracy and efficiency across workflows.
Support and coordinate Business Process Outsourcing (BPO) functions, including oversight of outsourced workflows and quality review.
Monitor adherence toestablishedprocedures and standards;identifyline-of-business challenges and follow through to resolution.
Identifytraining opportunities and partner with the Learning & Development team to design and coordinate training solutions.
Qualifications,Skillsand Requirements:
Team-oriented with the ability to work collaboratively across different areas of the organization to support operations.
Self-motivated, able to manage multiple priorities and a large workload, and thrive in a fast-paced environment.
Proactive, flexible, and adaptable to different personality types and working styles.
Well organized, detail-oriented, and able to multi-task and prioritize work effectively.
Excellent communication skills, both written and verbal;demonstratedability to build trust andmaintainrelationships.
Strong attention to detail withdemonstratedanalytical, technical, and computer skills.
Innovative and curious mindset — consistently seeks opportunities for improvement and brings creative solutions.
Solution-oriented drive: approaches challenges strategically,thinksoutside the box, andfollowsthrough on ideas.
Builder mentality: excited by the opportunity to build and improve processes from the ground up with a strategic, long-term focus.
Self-starter with strong resourcefulness and the ability to work independently with minimal direction.
Highly organized with the ability to juggle competing priorities whileremainingflexible and focused.
Comfortable analyzing reports, tracking performance metrics, andidentifyingtrends or potential issues.
Commitment to long-term professional development, including lifelong learning and certifications.
Previousexperience ina customersupport or operations role is a plus.
Education, Training and Experience:
An undergraduate degree or equivalent work experience.
3 to 5 years of experience within the P&C industry, preferably in P&C agency operations.
Proficient computer skills including Excel, Word, and PowerPoint.
Project management and time management skills; ability to drive initiatives from concept to completion.
Active Property & Casualty license or prior experience working within the P&C industry.
Previousexperience in P&C platforms (e.g., Applied Epic) is a plus.
Familiarity with agency tech stacks, automation tools, or data reporting/KPI tracking methodologies is a plus.
The typical base pay range for this role nationwide is $75,000 to $80,000 per year
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.
To learn more, visit: www.onedigital.com/careers
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
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!
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
