Junior Analyst, Stop Loss COE

OneDigital; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a detail-oriented Jr. Analyst to join their Stop Loss Center of Excellence. In this dynamic role, you will manage the stop loss marketing process and collaborate with a dedicated team to provide exceptional service to clients. Your efforts will help streamline operations, ensuring clients receive competitive rates while enhancing your analytical and project management skills. This is a fantastic opportunity to thrive in a people-first culture that values diversity and growth, where your contributions will directly impact the success of the organization and its clients. Embrace the chance to grow your career while making a meaningful difference in the industry.

Benefits

Health benefits

Paid time off

Overtime pay for non-exempt employees

Learning and development programs

Job-related expense reimbursement

Employee perks and discounts

Qualifications

• Strong analytical skills and ability to analyze data patterns.
• Experience in client service and project management is preferred.

Responsibilities

• Assist with marketing and analysis of group stop loss policies.
• Manage responses from carriers and ensure proposal accuracy.
• Participate in client calls and assist in creating internal presentations.

Skills

Quantitative and analytical skills

Data analysis

Project management

Detail-oriented

Client service skills

Critical thinking

Relationship management

Education

Bachelor’s degree in business, Finance, Math, Accounting

2+ years’ experience in insurance or consulting

Tools

Microsoft Excel

D365

Job description

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Summary:

The OneDigital Stop Loss Center of Excellence (SLCOE) offers OneDigital offices a streamlined policy marketing and implementation process along with a dedicated claims and service team which will alleviate the complexities associated with third-party stop loss vendors and ensure OneDigital clients are receiving the most competitive rates in the market. In addition, the SLCOE will provide claims support, allowing for expedited claims reimbursement. The SLCOE identifies and manages a panel of select top-rated stop loss carriers that offer annually renewable contracts with best-in-class contract provisions.

The Jr. Analyst role is a detail-oriented professional who owns the stop loss marketing process as well as aspects of financial analysis work related to our clients’ stop loss and self-funded ASO policies. They will project manage the renewal process by obtaining competitive quotes, responding to consultant and carrier requests/questions, and assisting in recommendations alongside the Analyst. The Jr. Analyst and Analyst will work collaboratively on all assigned marketing and financial discussions with OneDigital field offices and SLCOE carrier partnerships.

Essential Duties and Responsibilities (include but are not limited to):

• Assist with the marketing and analysis of the group stop loss policies
• Collect, review, and prepare data needed to market for quotes
• Manage and track responses from the carriers, ensuring consistency with requested proposals
• Review stop loss proposals and renewals for accuracy
• Assemble proposal components (executive summary, quote request results, spreadsheets, supporting documentation, and any other relevant analysis)
• Assist with the implementation process with teams, TPAs, and stop loss carrier
• Attain and maintain industry knowledge of self-funding, stop loss, plan designs, legislation, and emerging benefit trends
• Maintain client database (D365) with information inclusive of, but not limited to renewal dates, rates, compensation, carrier, deductible levels, contract type, progress of stop-loss requests
• Coordinate new carrier business, including reviewing paperwork for accuracy and managing towards critical milestones
• Participate in client calls/meetings, including taking notes and ensuring follow-up, as required
• Review stop-loss proposals and renewals received, aggregating responses into a client-friendly format to compare contract terms and pricing
• Support delivery of proposals and renewals to clients, upon request
• Assist in creating and hosting internal presentations/trainings for our consultants
• Provide content and manage the Stop Loss COE’s social media (internal and external platforms)
• Additional responsibilities as required

Qualifications, Skills, and Requirements:

• Strong quantitative and analytical skills
• Ability to analyze data and recognize analytical patterns
• Ability to prioritize multiple projects at once and thrive in a fast-paced, energetic environment
• Detail-oriented with ability to self-review own work for accuracy and that of others
• Supports team members during peak schedule by offering to help where needed
• Models and exemplifies the OneDigital Way - Service-oriented mentality seeks to behave in a personal, consistent, and reliable manner
• Ability/willingness to foster/maintain strong relationships with our external partners
• Work experience that demonstrates strong technical and/or client service skills (analyst type of internship preferred)
• Highly organized and driven to accomplish the goals set before him/her
• A self-starter who works independently, but also cooperatively in a close team environment

Education, Training and Experience:

• Bachelor’s degree in business, Finance, Math, Accounting, or another related field, preferred
• 2+ years’ experience working for a group insurance carrier, broker, or consultant, strongly preferred
• Knowledge of alternative funding solutions and financial strategies (level-funded, captives, risk retention groups), strongly preferred
• Knowledge of group insurance underwriting including self-funded, stop loss, fully insured, preferred
• Intermediate to Advanced Microsoft Excel experience, required
• Ability to use feedback to develop skill sets, required
• Critical thinking skills, required
• Current life and health producer license or ability to acquire within 90 days of hire (company paid), required

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 Francisco

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.

Thank you for your interest in joining the OneDigital team!