Senior Benefits Consultant

• 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 teams exceed 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

• 7+ 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

Core Competencies

Demonstrates extensive benefits consulting experience with a strong focus on client relationship management, financial analysis, and compliance with health care regulations. Proficient in developing benefit design strategies and ensuring client satisfaction through effective communication and project management.