Financial Consultant

OneDigital • Addison, TX

8d

About The Position

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: Summary: The Financial Benefits Consultant supports all aspects of financial analysis related to clients’ group benefit programs. The Financial Benefits Consultant works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans.

Requirements

• Ability to analyze data and recognize analytical patterns
• Strong verbal and written communication skills
• Presentation skills
• Ability to effectively handle multiple and changing client priorities and deadlines
• Excellent interpersonal skills
• Ability to thrive in a fast-paced environment
• 3-5 years of experience
• Bachelor’s degree, required; Business, Finance, Math, Accounting, or related field, preferred
• Proficient in all Microsoft Office products, required
• Intermediate to advanced proficiency in Microsoft Excel, required
• Experience in the healthcare industry working for a group insurance carrier, broker or consultant, preferred
• Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred
• Experience with database applications, a plus
• License required

Responsibilities

• Drafts and reviews accurate exhibits for quarterly and annual client meetings
• May assist the Benefit Consultant with carrier negotiation process
• Mentors junior team members
• Drafts and reviews client utilization reports using various carrier reporting methods
• Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns
• Drafts and reviews monthly reporting deliverables for clients.
• Drafts and reviews cost projections for benefit plan offerings.
• Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry.
• Develops and maintains strong working relationships with carrier partners
• Maintains accurate, current, organized, and complete market information in internal databases
• Assists team and clients as necessary with special projects

Benefits

• eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees