OneDigital

• Supports Senior Account Managers and Account Managers in managing an assigned book of business • Serves in an advisory capacity for clients, addressing day-to-day service needs • Coordinates and reviews the accuracy of client-facing materials • Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process • Reviews insurance contracts, SBC’s, and benefit summaries • Supports compliance deliverables • Assists with client acquisitions and new division onboarding • Supports Open Enrollment project management • Oversees the post-enrollment audit process • Aids in carrier implementation • Partners with benefits technology teams to provide accurate data

• Manage the self-funded process for all assigned clients • Market TPA (ASO) pricing to a select panel of partners and clearly communicate results and recommendations to field offices • Develop and maintain strong working relationships with stop loss carrier and TPA partners, field offices, and OneDigital consultants • Maintain current, working knowledge of self-funding, stop loss, plan design, relevant legislation/regulatory developments, and emerging benefits trends.

• Work directly with clients to manage all client sponsored 401k plan administration • Support 401k Manager, as needed, to provide support for Resourcing Edge 401k plan administration • Partner with Implementation and Client coordinating with 401k provider • Work with clients and providers to set up new retirement plans • Assist employees with retirement questions • Review data entry changes made to the payroll system QC all changes • Assist terminated clients with plan transfers • Work with our internal teams to answer client and employee questions

• Own end-to-end coordination of PEO RFP responses, including gathering census data, plan design details, pricing inputs, and compliance requirements • Ensure all RFP submissions are accurate, complete, and delivered on time • Act as the primary liaison between sales and underwriting to ensure clean, complete submissions • Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation • Maintain accurate and up-to-date CRM records (Salesforce) including deal stage, notes, next steps, and documentation • Serve as the central point of coordination across Sales, Underwriting, Benefits, Legal, Implementation

Role Description The Health & Benefits actuarial department at OneDigital is responsible for managing client projects that focus on employers’ health benefits strategies, including: - Financial projections - Carrier selection - Plan design optimization - Employee contribution setting - IBNR valuations - Benchmarking - Well-being initiatives - Renewal negotiations The Actuarial Director creates client deliverables, provides direction to other actuaries and junior analysts, serves as a financial client contact, and presents deliverables to clients in partnership with senior members of client teams. This position provides the opportunity to meet directly with clients, from mid-management to the c-suite; collaborating on different workstreams and sharing ideas and insights. Essential Duties and Responsibilities (include but are not limited to): - Leads development and oversees execution of client data and analytics strategies. - Conceives, plans and conducts actuarial studies. - Ensures a financial forecasting system which generates accurate projections relative to cost, claims, administrative expenses, underwriting gains/losses, with the ability to explain variances to senior management. - Devises, collects, maintains, and reports financial and statistical information required to monitor cost and utilization trends in order to assure accuracy of the factors used in current financial arrangements. - Independently determines methodologies and approaches for projects. - Facilitates client meetings, client presentations and internal team meetings. - Leads the development of client deliverables, including written documents. - Manages timelines, including completion of client deliverables. - Ensures all work products are technically peer reviewed and submitted for consulting review. - Actively communicates project status updates with internal team. - Supports business development activities. - Serves as mentor to staff within the department, monitoring work and providing guidance and support ensuring the passage of institutional knowledge. - Performs team leadership responsibilities to include, but not limited to being involved in hiring and termination decisions, coaching and development, rewards and recognition, performance management and staff productivity. Qualifications - Expert analytical skills – experience in data analysis or financial modeling - A creative and consultative approach, with an interest in thinking outside of the box - Excellent written and oral communication skills - Proven project management skills and creative problem-solving abilities - Demonstrated ability to independently manage multiple complex projects simultaneously - Experience presenting technical concepts to a non-technical audience - Strong presentation skills and consulting project experience – ability to translate results of data analysis into easy-to-understand recommendations for client decision-making - Deep understanding of health insurance, medical stop loss, reinsurance, and ancillary employee benefit products Requirements - Minimum 10 years of relevant experience holding relevant actuarial credentials - Experience leading and managing people - 5+ years of experience with client-facing responsibilities - BA/BS degree in actuarial science, math, finance, economics or related field Benefits - Base pay range: $150,000 to $170,000 per year - Variable compensation, commission, and/or annual bonus based on individual and company performance - Health, wellbeing, retirement, and other financial benefits - Paid time off - Overtime pay for non-exempt employees - Robust learning and development programs - Reimbursement of job-related expenses per company policy - Employee perks and discounts

• Design and execute test plans for AI-powered applications across both output quality and functional behavior • Evaluate AI responses for accuracy, consistency, hallucination, and edge case handling • Test application workflows, UI behavior, and integrations across internal and client-facing tools • Identify, document, and track defects using standard issue tracking tools (e.g., Jira or equivalent) • Partner with AI Builders and Product Managers to define acceptance criteria and quality standards for AI features • Develop and maintain repeatable test cases and QA documentation as AI applications evolve • Conduct regression testing as applications are updated or new features are released • Collaborate with the Principal Engineer and product team to surface quality risks early in the build process • Contribute to defining what “good” looks like for AI output quality at OneDigital, helping shape internal QA standards for LLM-based applications • Support testing across multiple business lines including Employee Benefits, Retirement, Wealth, and P&C

Role Description The Benefits Specialist II is responsible for making sure our clients establish the ability to hire, onboard, and understand their benefits for themselves and for their employees. This role independently owns a book of business and serves as a trusted benefits subject matter expert and service leader for clients, internal partners, and vendors. The Benefits Specialist II will be regarded as a subject matter and as a service expert within Resourcing Edge. The Benefits Specialist II plays a key role in improving benefits operations, maintaining compliance, and helping define the goals and long-term vision of the benefits function. Integrity, accountability, a strong sense of urgency, and a client-first mindset are critical to success in this role. Salary for this role is between $65,000-$75,000 DOE. Key Responsibilities - Client Ownership & Service Delivery - Independently manage and own an assigned book of benefits clients. - Serve as the primary point of contact for benefits administration, system configuration, and compliance-related inquiries. - Resolve complex client issues efficiently while keeping clients informed of status and anticipated resolution timelines. - Maintain strong partnerships with Carrier Relations, Client Relations, Systems, Payroll, Sales, and Compliance teams to deliver seamless service. - Document all client interactions, actions, and resolutions within the case management system. - Lead the specification, and implementation of benefits plan designs for renewals and new client plan additions. - Maintain data integrity across all benefits systems, ensuring accuracy of enrollments, elections, rates, and system records. - Serve as a subject matter expert for benefits administration and HRIS platforms. - Optimize benefits systems by analyzing data, improving workflows, documenting procedures, and implementing process improvements. - Responsible for quality control and adherence to established procedures. - Case Management & Issue Resolution - Manage open cases to ensure timely resolution. - Ensure accurate triage, escalation, and follow-through on all inquiries. - Identify recurring service issues or utilization trends and recommend solutions. - Process Improvement & Leadership - Drive service efficiency initiatives, automation opportunities, and continuous improvement efforts. - Utilize data processing or support teams for repetitive tasks whenever possible to optimize overall service delivery. - Take ownership of professional development, stretch assignments, and special projects. - Act as a mentor and resource for Benefits Specialist I or junior team members, as needed. - Contribute actively to departmental goals, quarterly objectives, and strategic initiatives. Key Measurables - Advanced benefits administration and compliance expertise. - Strong case management and issue-resolution skills. - High attention to detail with consistent data accuracy. - Ability to manage multiple complex priorities independently. - Critical thinking and problem-solving mindset grounded in customer care. - Strong organizational, time management, and analytical skills. - Professional judgment, confidence, and accountability. Preferred Skills - PrismHR experience is strongly preferred; comparable systems accepted. - Prior payroll or ACA compliance experience. - Experience mentoring or training junior team members. - Insurance license or ability to obtain one. - Demonstrated success in process improvement initiatives. - Strong technical proficiency in benefits system configuration, audits, and troubleshooting. Required Experience - Bachelor’s degree preferred or equivalent experience. - 4+ years of experience in benefits services or benefits administration. - Strong HRIS experience with benefits administration platforms. - Advanced proficiency with Microsoft Office Suite (Excel, Outlook, Word). - Strong written and verbal communication skills. - Ability to make independent, sound decisions in a client-facing environment. Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. - This job operates in an indoor office environment. - Clean, pleasant, and comfortable office setting. - Equipment for daily performance will be provided. Benefits - 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.

Role Description The Senior HR Analyst, M&A plays a critical role in supporting the due diligence phase of mergers and acquisitions by collecting, analyzing, and synthesizing HR-related data from target organizations. This position focuses exclusively on diligence activities—evaluating HR policies, compensation structures, benefits programs, compliance practices, and cultural indicators—and preparing executive-ready deliverables that inform deal decisions. The Senior HR Analyst, M&A partners closely with HR leadership, Finance, Legal, and the broader M&A team to ensure accurate, timely, and actionable insights. The Senior HR Analyst, M&A reports to the Senior Director of HR Integration and works closely and collaboratively with the Human Resources Operations, Benefits, Payroll, Technology, Learning and Development, and M&A Diligence & Integration teams. Essential Duties and Responsibilities - Gather and validate HR-related data from target companies, including handbooks & policies, org charts, compensation, benefits, compliance, and more. - Analyze findings to identify employee impact, risks, cost implications, and alignment opportunities. - Prepare clear, concise PowerPoint presentations and Excel models for leadership and seller reviews. - Summarize diligence findings into actionable insights and risk assessments for integration teams to execute. - Build workforce and cost models (benefit comparison, compensation models, etc.). - Identify potential compliance exposures (employment practices, benefits, regulatory requirements). - Oversee the creation of newly acquired employees' offer letters, termination & release agreements, and employee covenant agreements, drafted by outside legal counsel. - Maintain consistent and appropriate levels of communication with internal colleagues and external stakeholders regarding action items, timeline adherence, and employee onboarding. - Work proactively and collaboratively to resolve issues with a “servant leadership” mind-set. - Maintain a positive and professional demeanor at all times. Qualifications - Strong communications skills, engaging personality with the ability to relate to people at all professional levels and personalities. - Understanding of benefits administration, including 401k retirement plans. - Strong organizational skills. - “Can do” attitude, willingness to learn, and ability to thrive in a fast-paced environment. - Ability to garner and foster trust and credibility. - Must be self-motivated, able to work autonomously and resourceful. - Ability to travel within the US (Less than 10%). Requirements - Bachelor’s degree required; human resources, psychology, or related field preferred. - 5+ years of experience in HR, benefits, or HR M&A preferred. - Experience with Workday HRIS, highly preferred. - Advanced proficiency in Excel (pivot tables, VLOOKUP, modeling) and PowerPoint. - Strong analytical and problem-solving skills; ability to synthesize complex data into executive-ready insights. - Comfortable leveraging AI tools and emerging technologies to streamline HR diligence processes, enhance data analysis, and accelerate deliverable turnaround times. - Ability to manage multiple priorities under tight deadlines. Benefits - 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. - Eligible employees receive health, wellbeing, retirement, and other financial benefits. - Paid time off and overtime pay for non-exempt employees. - Robust learning and development programs. - Reimbursement of job-related expenses per the company policy. - Employee perks and discounts.

Role Description The Benefits Specialist is responsible for making sure our clients establish the ability to hire, onboard, and understand their benefits for themselves and for their employees. This person will own their book of assigned clients and be responsible for developing their knowledge and maintaining compliance on their behalf. This person will help define goals and visions for the benefits department. The Benefits Specialists will be regarded as a subject matter and as a service expert within Resourcing Edge. Integrity, a sense of urgency, and honesty are key drivers to success in this position. This person must reside in Pacific, Mountain, or Central time zones. Salary for this role is between $65,000-$75,000 DOE. Key Responsibilities - Assist with specifications, development, testing and implementation of new plan designs for renewal or clients adding on new plans (setting up benefit plans with multiple tiered pricing structures). - Reports, policies, and procedures that relate to benefits administration and service. - Support the benefits team as needed and daily support of client account managers, payroll and sales as needed. - Work collaboratively with the team, coordinating compliance and systems for clients. - Maintain data integrity and system functionality of all benefits information to ensure accuracy of all benefits enrollments and benefits related data in system of record to provide vendors and the organization with accurate information. - Optimize the performance of our benefits admin system, including gathering and analyzing data, developing, and implementing new benefits processes, documenting processes, and making recommendations for improvement. - Responsible for performing benefits analysis, validations, and audits to ensure quality control and adherence to established procedures. - Resolve client inquiries, provide relevant information as requested internally and externally. - Organizes and prioritizes work to ensure timely, effective, efficient, and economic delivery of services, including delivering or coordinating the delivery, as appropriately, of Resourcing Edge compliance and administrative solutions. - Manage open cases to ensure problem resolution in the shortest amount of time possible, while keeping clients regularly advised of status and anticipated resolution date. - Document customer interactions in the CRM system. - Ensures proper triage, escalation, and effective resolution of all inquiries. - Responsible for taking initiatives and action towards professional development, taking on stretch assignments and additional projects, as well as staying advised of statutory and regulatory payroll and compliance practices. - Provide ACA configuration and support (1095’s). - Designing and implementing workflows supporting routine benefits tasks. Key Measurables - Case management, closing cases in 3-5 days or less with a target of 75%. - Service efficiency/improvements and innovations. - Utilize the data processing team for 80% or more of repetitive tasks. - Update plans in Prism system for benefits elections and rates accurately after open enrollment target 99% accuracy. - Complete quarterly goals. Qualifications - Provides accurate information in a friendly, professional, and empathetic manner translating to a positive customer experience. - Previous payroll experience is a plus. - Highly organized and detail oriented. - Passion for working in a team environment. - Ability to manage multiple projects running concurrently. - Critical thinking, problem solving and time management. - Knowledge of Prism HR platform is a plus, along with building benefit forms, workflows and validating enrollment processes strongly preferred. Experience with any HRIS incorporating benefits administration will substitute for direct Prism experience. Requirements - Bachelor’s degree preferred. Experience in lieu of degree will be considered. - 2+ years of experience in Benefits Services. - Experience in using Prism HR to build benefit forms, workflows and validate enrollment processes is strongly preferred. Experience with any HRIS incorporating benefits administration will substitute for direct Prism experience. Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. - This job operates in an indoor office environment. - Clean, pleasant, and comfortable office setting. - Equipment for daily performance will be provided. Benefits - 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.

Role Description As a member on the Fulfillment Resolution Team at OneDigital, you will be responsible for correction of plan level and member enrollment audits/issues to ensure data accuracy in cloud-based benefits administration tools. - Complete corrections in response to mismatches identified; - Research and resolve root cause issues from Fulfillment/Quality Assurance Generalist (Tier 1 Staff); - Work with carriers on retroactive, exception, or standard requests related to member-level eligibility; - Make corrections into BenAdmin system to ensure that members are reflecting how they are enrolled with the carrier; - Maintain documentation per workflows, procedures, and protocols; - Provide feedback and guidance to business stakeholders based on audit/issue discoveries; - Serve as the single point of contact for resolution lifecycle; - Ensure the protection and security of a consumer’s personal, confidential and identifiable information in a professional and responsible manner, according to the standards and requirements of the Health Insurance Portability and Accountability Act (HIPAA); - Meet or exceed department goals as defined; - Complete other duties and projects as assigned. Qualifications - Driven, self-motivated, and upbeat attitude; - Strong team player and ability to collaborate across groups; - Must be self-motivated and disciplined; - Ability to remain calm and clear-minded in a role that directly impacts both revenue and client satisfaction; - Flexible approach, able to operate effectively with uncertainty and change; - Knowledge of D365 and Excel; - Excellent communication and interpersonal skills; - Ability to manage multiple assignments at one time; - Ability to thrive in fast-paced environment; - Must be able to handle high workload volume and meet demanding deadlines; - A high level of accuracy and attention to detail is required; Requirements - Current life and health insurance license, preferred; - Minimum 2 years' cumulative experience. Benefits - Base pay range for this role nationwide is $20 to $23 per hour; - Variable compensation, commission, and/or annual bonus based on individual and/or company performance; - Health, wellbeing, retirement, and other financial benefits; - Paid time off; - Overtime pay for non-exempt employees; - Robust learning and development programs; - Reimbursement of job-related expenses per company policy; - Employee perks and discounts.