Benefits Consultant

Role Overview

• Responsible for retaining clients and their existing book of business
• Oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Effectively communicate OneDigital’s value proposition and latest industry trends to active clients
• Develop sophisticated benefit design and renewal strategies and drive the development of solutions to address complex client issues
• Work closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• Determine the full scope of services to be provided to client
• Clearly establish and communicate timelines with the client service team(s) 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 the success of projects in terms of scope, budget, timeliness and client satisfaction
• Oversee the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Ensure client service team(s) exceeds client expectations
• Grow book through cross-selling opportunities
• Cultivate and maintain strong relationships with clients and carriers
• Establish effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attend carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Maintain a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensure accuracy of client data in CRM
• Remain fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges

Requirements

• 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
• Ability to influence and effectively interact with members of the C-suite
• Strong attention to detail
• Must be self-motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to manage one's workload
• Ability to thrive in fast-paced environment

Benefits

• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
• 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 the company policy
• employee perks and discounts