Benefits Consultant

OneDigital

Benefits Consultant responsible for overseeing strategy and service delivery at OneDigital. Manage client relationships, benefit design, and ensure compliance with health insurance regulations.

Posted 5/15/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

responsible for retaining clients and their existing book of business
oversee strategy, financial analysis, benefit design, plan renewals, bench marking, 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
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 team(s) exceeds 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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

benefit designfinancial analysisRFP distributionpre-renewal strategypost renewal analysiscross-sellingcompliance knowledgequoting processclient data accuracy

Soft Skills

client relationship managementcommunicationstrategic thinkingcollaborationaccountabilityproblem-solvingproject managementtimelinessclient satisfaction

Certifications

life and health insurance license