Benefits Consultant - Hybrid (Nashville, TN)

OneDigital • Franklin, TN

57d • Hybrid

About The Position

The Benefits Consultant is primarily responsible for retaining clients and their existing book of business. The consultant oversees strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery, while communicating OneDigital’s value proposition and industry trends to active clients. The role also supports client onboarding, maintains client and carrier relationships, and helps grow accounts through cross-selling.

Requirements

• At least 7 years of benefits consulting experience.
• Valid life and health insurance license.
• Ability to influence and interact effectively with C-suite members.
• Strong attention to detail.
• Self-motivated and disciplined.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Ability to manage one's workload.
• Ability to thrive in a fast-paced environment.
• Knowledge of health care reform and health and ancillary insurance products.
• Practical knowledge of quoting processes and tools.
• Proficiency in Microsoft Excel and familiarity with database applications.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Develop sophisticated benefit design and renewal strategies and solutions for complex client issues.
• Work with account management and client service teams on pre-renewal strategy, RFP distribution, SPRs, open enrollment strategy, and post-renewal analysis.
• Determine the full scope of services to be provided to each client.
• Establish and communicate timelines with client service teams and keep them informed of changes and renewal updates.
• Maintain accountability for revenue and profitability for client accounts and projects, keeping involved parties up to date.
• Monitor projects for scope, budget, timeliness, and client satisfaction.
• Oversee new-client onboarding in collaboration with client service teams, including the implementation plan, team, and timeline.
• Ensure client service teams exceed client expectations.
• Grow the book of business through cross-selling opportunities.
• Cultivate and maintain strong client and carrier relationships.
• Establish effective carrier and vendor relationships to support benefits procurement and administration.
• Attend carrier events to stay current on carrier plans and changes and maintain relationships.
• Maintain a thorough understanding of insurance markets, funding alternatives, networks, and benefit plan options.
• Ensure client data is accurate in the CRM.
• Stay knowledgeable about compliance requirements affecting employer-sponsored health and welfare plans, including HIPAA, ERISA, Tax Code Section 125, PPACA, and state-sponsored health insurance exchanges.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses under company policy.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed