Benefits Consultant

OneDigital

Benefits Consultant managing client relationships and benefit strategies at OneDigital. Overseeing client service teams and ensuring high standards of service and compliance.

Posted 5/21/2026full-timeClayton • Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

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
Valid life and health insurance license, required
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
Ability to influence and effectively interact with members of the C-suite
Strong attention to detail
Must be self-motivated and disciplined
Excellent written and verbal communication skills
Strong organizational skills
Ability to manage one's workload
Ability to thrive in fast-paced environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

benefits consultingquoting processhealth insurance productsancillary insurance productsclient data accuracyproject managementbudget managementclient satisfaction monitoringcross-selling strategiesimplementation planning

Soft Skills

attention to detailself-motivateddisciplinedinfluencing skillscommunication skillsorganizational skillsworkload managementrelationship buildingcollaborationclient service excellence

Certifications

life and health insurance license