Benefit Consultant

OneDigital

Benefits Consultant responsible for client retention and the development of benefit strategies. Collaborating with teams to provide comprehensive solutions for diverse client needs in the insurance sector.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $60,000 per yearWebsite

About the role

Key responsibilities & impact

Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
Determines the full scope of services to be provided to client
Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
Ensures client service team(s) exceeds client expectations
Grows book through cross-selling opportunities
Cultivates and maintains strong relationships with clients and carriers
Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
Ensures accuracy of client data in CRM
Remains 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

What you’ll need

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

Benefits

Comp & perks

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 company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

benefit designrenewal strategiesRFP distributionopen enrollment strategyproject managementclient satisfactioncross-sellinginsurance marketscompliance knowledgequoting process

Soft Skills

communicationaccountabilityrelationship buildingcollaborationtimelinessclient serviceproblem-solvingstrategic thinkingorganizational skillsclient expectations management

Certifications

life insurance licensehealth insurance license