Full-Time

Senior Benefits Consultant

OneDigital

OneDigital

1,001-5,000 employees

Employee benefits, retirement, wealth, HR services

Compensation Overview

$110k - $120k/yr

+ Variable compensation + Commission + Annual bonus + Job-related expense reimbursement

Danvers, MA, USA + 1 more

More locations: Canton, MA, USA

Hybrid

Hybrid work arrangement.

Bachelor's

Category
Consulting (1)
Required Skills
CRM
Financial analysis
HIPAA
Excel/Numbers/Sheets

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Requirements
  • Ability to influence and effectively interact with members of the C-suite.
  • Strong attention to detail.
  • Ability to remain self-motivated and disciplined.
  • Excellent written and verbal communication skills.
  • Strong organizational skills.
  • Ability to manage one's workload.
  • Ability to thrive in a fast-paced environment.
  • At least 7 years of benefits consulting experience is required.
  • Current knowledge of Health Care Reform and health and ancillary insurance products.
  • Practical knowledge of the quoting process and tools.
  • Proficiency in Microsoft Excel and familiarity with database applications.
  • A valid life and health insurance license is required.
Responsibilities
  • Develop sophisticated benefit design and renewal strategies and drive the development of solutions to address complex client issues.
  • Work closely with account management and client service teams on pre-renewal strategy, request for proposal distribution, SPRs, open enrollment strategy, and post-renewal analysis.
  • Determine the full scope of services to be provided to clients.
  • Establish and communicate timelines with client service teams and keep them apprised of changes and renewal updates.
  • Maintain accountability for revenue and profitability for client accounts and projects and keep all involved parties up to date.
  • Monitor project success in terms of scope, budget, timeliness, and client satisfaction.
  • Oversee the onboarding of new clients by collaborating with client service teams to establish the implementation plan, team, and timeline.
  • Ensure client service teams exceed client expectations.
  • Grow the book of business through cross-selling opportunities.
  • Cultivate and maintain strong relationships with clients and carriers.
  • Establish effective carrier and vendor relationships to serve clients in benefits procurement and administration.
  • Attend carrier events to remain current on carrier plans and changes and maintain strong relationships.
  • Maintain a full understanding of insurance markets, funding alternatives, networks, and benefit plan options.
  • Ensure accuracy of client data in the customer relationship management system.
  • Remain knowledgeable about compliance issues governed by legislation and regulations affecting employer-sponsored health and welfare plans, including HIPAA, ERISA, Tax Code Section 125, PPACA, and state-sponsored health insurance exchanges.
Desired Qualifications
  • A Bachelor's Degree is preferred.

OneDigital provides employee benefits and broader financial and HR solutions for employers. It began by offering online benefits for small and mid-sized employers, focusing on health, life, and disability insurance, and it grew by partnering with brokers to manage small-group clients and gain leverage with carriers. It now operates as a platform that combines insurance, retirement and wealth services, and HR consulting, expanding nationwide through the acquisition of more than 200 firms. Its goal is to help employers optimize benefits, financial well-being, and HR support at scale, backed by private ownership and large recapitalizations, including a 2025 majority investment by Stone Point Capital and CPP Investments.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$960M

Headquarters

Atlanta, Georgia

Founded

2000

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Simplify Jobs

Simplify's Take

What believers are saying

  • April 16, 2026 MP Wired for HR adds payroll and HCM technology.
  • February 2026 wealth deals added $1.73 billion AUA and Silicon Valley reach.
  • January 22, 2026 promotions of Bill Carew and Camry Blaising strengthen execution.

What critics are saying

  • April 2026 Salesforce breach exposed 28,414 client records, including Social Security numbers.
  • Class-action lawyers are targeting OneDigital Investment Advisors over the 2026 breach.
  • Acquisition-heavy growth strains integration; one failed control lapse can damage trust across all verticals.

What makes OneDigital unique

  • Stone Point and CPP bought OneDigital at over $7 billion on Sept. 19, 2025.
  • OneDigital bundles benefits, PEO, retirement, wealth, and HR into one platform.
  • Eleven PEO acquisitions since 2022 built localized scale across 18 offices.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Performance Bonus

Professional Development Budget

Phone/Internet Stipend

Growth & Insights and Company News

Headcount

6 month growth

4%

1 year growth

4%

2 year growth

4%
TechRseries
Jul 23rd, 2026
OneDigital selects JIFFYAI to modernize investor onboarding and accelerate growth.

OneDigital selects JIFFYAI to modernize investor onboarding and accelerate growth. AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management. JIFFYAI, a provider of AI-powered solutions for Wealth Management, announced that OneDigital, national insurance and financial services firm, has selected JIFFYAI's Unified Onboarding solution to transform its wealth management client onboarding experience. JIFFYAI's Unified Onboarding solution will empower OneDigital to onboard investors faster, improve conversion rates, lower onboarding costs, and scale efficiently without increasing dependence on operations and IT teams. As wealth firms grow, onboarding has increasingly become a critical differentiator. Yet many firms continue to struggle with fragmented systems, manual processes, lengthy account opening cycles, and disconnected client experiences that create operational bottlenecks and slow growth. OneDigital selected JIFFYAI's AI-powered Unified Onboarding solution to create a streamlined, digital-first onboarding journey that can support its integrated approach to wealth management and deliver a seamless experience for both clients and advisors. The solution will streamline complex multi-custodial onboarding processes, including integrations with custodial platforms such as Schwab and IWS, while synchronizing data with Salesforce to create a more connected and collaborative operating environment. By reducing operational complexity and eliminating data silos, the solution will empower OneDigital to onboard investors faster, improve conversion rates, lower onboarding costs, and scale efficiently without increasing dependence on operations and IT teams. "At OneDigital, we believe the future of wealth management lies in connecting every aspect of a client's financial life," said Chris Conyers, Vice President of Wealth Management Operations at OneDigital. "JIFFYAI gives us the ability to simplify complex onboarding journeys, create a more intuitive experience for clients and advisors, and establish greater consistency across the systems our teams rely on every day. This will help us operate more efficiently, collaborate better across our ecosystem, and build the operational foundation needed to support our continued growth." JIFFYAI's solution is uniquely differentiated by its ability to unify onboarding experiences across wealth, banking, and insurance businesses while leveraging data and Agentic AI to drive contextual decision-making. It comes pre-integrated with leading custodians, CRMs, and processing systems, enabling wealth firms to accelerate implementation and scale quickly. The onboarding solution unifies document digitization, workflow automation, compliance processes, account opening, funding, and data orchestration into a single intelligent experience. It also enables multi-product and multi-account onboarding, advisor transitions, and large-scale client migrations while integrating seamlessly with the firm's technology ecosystem. "Across the industry, firms are being held back by onboarding processes that were never designed for today's digital-first clients," said Babu Sivadasan, CEO of JIFFYAI. "Manual handoffs, fragmented systems, and compliance complexity are creating friction at the very moment firms should be building trust and deepening relationships. We're excited to work with OneDigital as they continue executing their growth vision. Our Unified Onboarding solution has helped leading financial institutions transform onboarding from an operational bottleneck into a strategic advantage, enabling them to deliver exceptional experiences at scale while creating capacity for future growth." This engagement further strengthens JIFFYAI's position as a trusted AI transformation partner for wealth management organizations seeking to modernize client journeys, unify operations, and build scalable foundations for long-term growth. [To share your insights with us, please write to [email protected]]

Yahoo Finance
Jul 16th, 2026
OneDigital Draws $1.8B Wealth Team from IBD Cetera

The eight-advisor team will bolster OneDigital’s presence in the Mid-Atlantic.

Captive Insurance Times
Jun 16th, 2026
Alliant appoints Searcy to employee benefits team

Alliant appoints Searcy to employee benefits team. Alliant Insurance Services appoints Kristin Searcy as senior vice president within its Employee Benefits Group, expanding the firm's strategic advisory capabilities across the Southeast. Searcy joins in May 2026, bringing more than two decades of experience advising executives and organisations on workforce strategy. Searcy's focus spans employee benefits, HR consulting, technology and process transformation, insurance strategy, employee engagement, and organisational development. A licensed benefit and property and casualty advisor, Searcy has guided organisations through challenges involving growth, culture, compliance, cost containment, and workforce experience. Searcy's background also includes experience in professional employer organisation (PEO) consulting. Searcy joins from OneDigital, where Searcy spent more than four years as a workforce strategy advisor and insurance broker. Earlier roles include an advisory position at HUB International and sales roles at Paycor and Paychex. Kevin Overbey, president of Alliant Employee Benefits, says: "Kristin is a rare blend of strategist, connector, and catalyst who provides transformative solutions to her clients amid a complex business landscape. Her diverse experience and deep connections will provide a powerful strategic advantage to clients from a range of industries." Searcy says: "I am here to help leaders create workplaces where people feel supported, energised, and aligned. My mission is to bring clarity to complexity, challenge outdated thinking, and design strategies that move organisations, and the people within them, forward." Alliant Insurance Services is among the largest insurance brokerage and consulting firms in the US. The firm's specialty operations include a captive insurance practice offering captive consulting and feasibility studies, domicile selection, captive formation and structuring, and reinsurance negotiation and placement.

PR Newswire
May 7th, 2026
OneDigital acquires South Carolina PEO Propel HR in first state market entry

Silva Capital Solutions has advised Propel HR on its acquisition by OneDigital PEO, a transaction that closed in January 2026. Silva Capital served as exclusive sell-side advisor in the deal. Founded in 1996 and based in Greenville, South Carolina, Propel HR is an IRS-certified professional employer organisation providing PEO, payroll and HR solutions to small and mid-sized employers across 49 states. The acquisition marks OneDigital's first PEO presence in South Carolina. Silva Capital Solutions, founded in 1998, specialises in mergers and acquisitions advisory within the PEO and HR outsourcing industries. The Atlanta-based firm has completed over 72 transactions and more than 2,000 advisory projects over 28 years. OneDigital, founded in 2000, is an insurance brokerage and HR solutions firm serving over 100,000 employers nationwide.

Citybiz
Apr 17th, 2026
OneDigital Acquires MP Wired for HR in Payroll and HR Tech Expansion

OneDigital has acquired Massachusetts-based MP Wired for HR, adding payroll and human capital management capabilities as the insurance brokerage and... Read More