Benefits Consultant
OneDigital
full-time
Posted on:
Location Type: Hybrid
Location: Bonita Springs • Florida • United States
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About the role
- Retaining clients and their existing book of business
- Overseeing strategy, financial analysis, benefit design, plan renewals, and overall service delivery
- Effectively communicating OneDigital’s value proposition and industry trends to active clients
- Developing sophisticated benefit design and renewal strategies
- Working closely with account management and/or client service teams
- Determining the full scope of services provided to the client
- Establishing and communicating timelines with the client service team(s)
- Maintaining accountability for revenue and profitability for client accounts
- Monitoring the success of projects
- Overseeing the on-boarding of new clients
- Cultivating and maintaining strong relationships with clients and carriers
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 designplan renewalsproject monitoringquoting processMicrosoft Exceldatabase applications
Soft Skills
client retentioncommunicationstrategic oversightrelationship managementaccountability
Certifications
life insurance licensehealth insurance license