Benefits Consultant

Essential Duties and Responsibilities

• Maintains book of fee/commissioned revenue business.
• Responsible for all aspects of client project work with regards to medical and ancillary lines including renewal negotiations, marketing projects, pre-renewal forecasting analysis, claim projection analysis, full-insured and self-insured funding alternatives.
• Builds relationship with assigned clients and gives prompt attention to their requests.
• Attends and organizes client meetings to discuss financial and services issues.
• Strategizes with clients on open enrollment communications (may include conducting employee meetings).
• Develops relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients.
• Utilizes D365 to maintain client information and workflows.
• Identifies new trends and developments in the insurance marketplace.
• Affords assistance to producers in pursuing new business opportunities with existing and new clients.
• Affords assistance in the training and development of various employee benefit related products.
• Affords assistance in the interface with new and current clients for service and related needs.
• Special projects as assigned.
• Analyzes and reviews Due Diligence for Private Equity partners and clients going through mergers and acquisitions.
• Role will include project management of reports for various Private Equity partners.

Requirements

• Strong knowledge of Benefit insurance coverage.
• Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint, Adobe Acrobat and D365 (CRM system).
• Ability to manage client needs and multiple tasks.
• Good organization skills.
• Critical thinking skills.
• Attention to accuracy and detail.
• Excellent interpersonal skills and a pleasant disposition.
• Ability to work well with others in a fast-paced environment.
• Team player.

Experience

• At least 10 years of experience in the employee benefit field.
• College Graduate.
• Brokers License.

Pay

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.

Benefits

• Health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy.
• May receive employee perks and discounts.

About the Role

Our Newest Opportunity: 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.

Skills

Strong knowledge of Benefit insurance coverage, proficiency in Microsoft Word, Outlook, Excel, and PowerPoint, Adobe Acrobat and D365 (CRM system), ability to manage client needs and multiple tasks, good organization skills, critical thinking skills, attention to accuracy and detail, excellent interpersonal skills and a pleasant disposition, ability to work well with others in a fast-paced environment, team player.

Benefits

We 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.

Pay

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.

Schedule

Up to 25% of local travel time will be necessary to meet the client needs and occasionally may be nationally.