Benefits Consultant

OneDigital

Benefits Consultant managing client accounts at OneDigital, overseeing service delivery, benefit design, and client relationships. Collaborating with teams to ensure client satisfaction and profitability.

Posted 6/10/2026full-timeSt. Louis • Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Retaining clients and their existing book of business
Overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
Effectively communicating OneDigital’s value proposition and latest industry trends to active clients
Developing sophisticated benefit design and renewal strategies and driving the development of solutions to address complex client issues
Working closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy, and post-renewal analysis
Determining the full scope of services to be provided to client
Clearly establishing and communicating timelines with the client service team(s) and keeping them apprised of changes and renewal updates
Maintaining accountability for revenue and profitability for client accounts and projects
Monitoring the success of projects in terms of scope, budget, timeliness, and client satisfaction
Overseeing the onboarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team, and timeline
Ensuring client service team(s) exceed client expectations
Growing book through cross-selling opportunities
Cultivating and maintaining strong relationships with clients and carriers
Establishing effective carrier/vendor relationships to serve clients in benefits procurement and administration
Attending carrier events to remain up to date and knowledgeable of carrier plans and changes
Maintaining a full understanding of the insurance markets, funding alternatives, networks, and benefit plan options
Ensuring accuracy of client data in CRM
Remaining 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 distributionopen enrollment strategyproject managementclient data accuracyquoting processhealth insurance productsancillary insurance productscompliance knowledge

Soft Skills

client retentioncommunicationrelationship buildingstrategic thinkingaccountabilitycollaborationproblem-solvingtime managementclient satisfactioncross-selling

Certifications

life insurance licensehealth insurance license