Lead Benefits Consultant

OneDigital•Atlanta, GA

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 Consultant is primarily responsible for retaining clients and their existing book of business. The consultant will oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery. They will also effectively communicate OneDigital’s value proposition and latest industry trends to active clients. A Lead Benefits Consultant (LBC) is a BC recognized for extraordinary contributions, experience, expertise, and leadership of the team. LBCs answer day to day questions from the team and are a designated point of escalation. LBCs assists in field performance shadowing and assessment, and help to mentor and develop team members. LBCs lead regular meetings with their aligned team. LBCs facilitate case level strategy discussions both one on one and amongst the team. LBCs oversee the implementation and progress of team initiatives and goals (WIGs).

Requirements

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
5+ years’ of benefits consulting experience, 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
Valid life and health insurance license, required

Nice To Haves

Bachelor’s Degree, preferred
Book Under Management (BUM) <$800K

Responsibilities

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
Leads a team of assigned large group BCs.
Coordinates and leads regular (at least monthly) one-on-one mentoring discussions with team members regarding client issues, work concerns, and growth advice.
Performs job shadowing and quality review audits in order to provide feedback and coaching to applicable team members.
Partners with team members to resolve internal and external client escalations in a timely fashion.
Facilitates case level strategy discussion both one on one and with the larger team.
Leads roundtable discussions and case studies.
Oversee and drive execution of team initiatives and goals.
Participate in the development of department deliverables; contribute to efforts to steer the department in new and improved directions.
Escalates team member performance feedback to leader for recognition and/or management as appropriate.
Communicate regularly with other Lead BCs and Director.
Organize client work during aligned BC leave of absence.
Actively participates in recruitment and selection of new team members.
Integration – Lead the “Day in the Life of a BC” on a rotation
Site Visits – back up to participate in site visits to discuss “role of the consultant”
Lunch & Learns – back up to attend vendor lunch & learns and greet vendors
Attend industry events as needed
Participates in and/or leads committees and projects as requested.