Benefits Consultant
OneDigital
full-time
Posted on:
Location Type: Hybrid
Location: Orlando • Florida • United States
Visit company websiteExplore more
About the role
- Retain clients and their existing book of business
- Oversee strategy, financial analysis, benefit design, and service delivery
- Communicate OneDigital’s value proposition and industry trends
- Develop sophisticated benefit design and renewal strategies
- Work closely with account management and client service teams on pre-renewal strategy
- Maintain accountability for revenue and profitability for client accounts
- Monitor project success in scope, budget, and client satisfaction
- Oversee onboarding of new clients with implementation plans
- Cultivate strong relationships with clients and carriers
- Ensure accuracy of client data in CRM
- Remain knowledgeable on compliance issues
Requirements
- 3+ years’ of benefits consulting experience, required
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefits consultingfinancial analysisbenefit designproject managementclient data accuracyquoting processhealth insurance productsancillary insurance productsMicrosoft Exceldatabase applications
Soft Skills
client retentionstrategic oversightcommunicationrelationship buildingaccountabilityproblem-solvingcollaborationclient satisfactionservice deliveryimplementation planning
Certifications
life insurance licensehealth insurance license