Claims and Implementation Specialist - Remote

OneDigital
$65,000 - $70,000Remote

About The Position

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 OneDigital Self-Funded Center of Excellence (SFCOE) provides OneDigital offices with a full suite of self-funding solutions and support, including traditional stop loss, captives, level-funded options, and TPA (ASO) marketing. Our goal is to match each client with the right self-funded strategy based on their risk-profile while reducing complexity for the field and ensuring clients receive competitive pricing and best-in-class contract terms.

Requirements

  • Strong project management and organizational skills.
  • Exceptional attention to detail and ability to manage multiple priorities simultaneously.
  • Strong verbal and written communication skills.
  • Excellent presentation skills.
  • Ability to coordinate across multiple internal and external stakeholders.
  • Problem-solving mindset with the ability to identify and resolve issues proactively.
  • Strong client service orientation and commitment to delivering a positive client experience.
  • Ability to work independently while collaborating within a team environment.
  • Ability to handle confidential and sensitive information appropriately.
  • Bachelor's degree preferred.
  • 2–5 years of experience in employee benefits, health insurance, stop loss, TPA operations, captive programs, implementation, account management, or project coordination.
  • Intermediate to advanced Microsoft Excel skills.
  • Current Life & Health Insurance License or ability to obtain within 90 days of hire.

Nice To Haves

  • Experience with self-funded health plans, stop loss insurance, captive programs, or third-party administration.
  • Experience managing client implementations or onboarding projects.
  • Familiarity with carrier, captive, and TPA implementation requirements.
  • Knowledge of stop loss reimbursement processes and claims administration.

Responsibilities

  • Manage post-sale implementation of new stop loss, captive, level-funded, and self-funded programs.
  • Develop, maintain, and oversee implementation timelines and project plans.
  • Coordinate onboarding activities between employers, consultants, TPAs, stop loss carriers, captive managers, and vendor partners.
  • Facilitate implementation meetings and provide regular status updates to stakeholders.
  • Ensure completion and submission of all required implementation documentation, applications, contracts, and enrollment materials.
  • Report all members that exceed 50% of the specific deductible to the stop loss vendor.
  • Submit eligible paid claims to the excess loss vendor.
  • Submit eligible Advanced Funding requests to the excess loss vendor.
  • Maintain claims system of record data to track the submissions for turn-around of payment by the excess loss vendor.
  • Update and maintain company databases, including D365.
  • Verify and post all payments received from the excess loss vendor in the claim system.
  • Additional responsibilities as required.

Benefits

  • 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
  • employee perks and discounts
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