Financial Benefits Consultant (Hybrid)

OneDigital • Tampa, FL

8d • Hybrid

About The Position

The Financial Benefits Consultant supports financial analysis for clients’ group benefit programs and works collaboratively with the financial support team to assist Account Managers and Benefits Consultants. The role prepares benefit and financial illustrations that help clients evaluate their benefit plans. It also analyzes utilization, plan costs, and industry benchmarks; supports client reporting and meetings; and maintains relationships with carrier partners and accurate market information.

Requirements

• 3–5 years of experience.
• Bachelor’s degree required.
• Proficiency in all Microsoft Office products.
• Intermediate to advanced proficiency in Microsoft Excel.
• Ability to analyze data and recognize analytical patterns.
• Strong verbal and written communication skills.
• Presentation skills.
• Ability to handle multiple and changing client priorities and deadlines effectively.
• Excellent interpersonal skills.
• Ability to thrive in a fast-paced environment.
• License required.

Nice To Haves

• Bachelor’s degree in Business, Finance, Math, Accounting, or a related field.
• Experience in the healthcare industry working for a group insurance carrier, broker, or consultant.
• Knowledge of group insurance, including medical, dental, CDHP, pharmacy, life, and disability products.
• Experience with database applications.

Responsibilities

• Draft and review accurate exhibits for quarterly and annual client meetings.
• Assist Benefits Consultants with carrier negotiations as needed.
• Mentor junior team members.
• Draft and review client utilization reports using various carrier reporting methods.
• Analyze data and identify opportunities for plan design and product changes based on utilization patterns.
• Draft and review monthly client reporting deliverables.
• Draft and review cost projections for benefit plan offerings.
• Analyze industry benchmarks and prepare information to show clients their competitiveness in the industry.
• Develop and maintain strong working relationships with carrier partners.
• Maintain accurate, current, organized, and complete market information in internal databases.
• Assist the team and clients with special projects as necessary.

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 per company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level