Retaining clients and their existing book of business
Overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
Communicating OneDigital’s value proposition and industry trends to clients
Developing benefit design and renewal strategies
Collaborating with account management and client service teams on pre-renewal strategy
Determining the full scope of services for clients
Establishing and communicating timelines to client service teams
Maintaining accountability for revenue and profitability
Monitoring project success in terms of scope, budget, and client satisfaction
Overseeing the onboarding of new clients
Growing book through cross-selling opportunities
Cultivating strong relationships with clients and carriers
Attending carrier events for information on plans and changes
Ensuring accuracy of client data in CRM
Knowledgeable on compliance issues impacting employer sponsored health and welfare plans

3+ years’ of benefits consulting experience
Bachelor’s Degree, preferred
Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products
Must have a practical knowledge of quoting process and tools
Must be proficient in Microsoft Excel and familiar with database applications
Valid life and health insurance license, required

Benefits Consultant

Key skills