PEO Pricing Consultant - Remote

OneDigital

1d•Remote

About The Position

OneDigital is a people-focused organization specializing in Employee Benefits, helping over 100,000 employers provide health, pharmacy, long and short-term disability, vision, dental, and other insurance solutions. The company offers comprehensive services, technology-based tools, and a team of advisors. This PEO Pricing Consultant role at CCGL aims to bridge an education/competence gap in PEO sales, assisting PEOs in making informed decisions on new business pricing. The goal is to increase new-business sales and improve MLR performance for CCGL clients, thereby growing revenue and client satisfaction. The position, while primarily supervised by CCGL, will also support PRM-only clients. Pricing Consultants are responsible for assessing prospect risk profiles using available information and advising PEOs on optimal pricing strategies, including discounting, benefits-neutral pricing, or declining opportunities based on market dynamics. They will routinely report activity to CCGL management to track recommendations and competitive pricing, cross-referencing decisions with sales to evaluate process effectiveness. Building strong, trusting relationships with PEO contacts is crucial, emphasizing communication skills and reliability.

Requirements

High attention to detail
Strong business communication skills
Ability to quickly learn new processes
Ability to work well independently and as part of a team
3-5 years of experience underwriting medical risk in the small-group health market or PEO market (or equivalent experience working with PEO-sponsored medical benefits)
Proficiency in Microsoft Outlook, Word, and Excel
Working knowledge of the Affordable Care Act
Experience working within the PEO industry

Responsibilities

Field phone calls from PEOs and follow a CCGL-supplied checklist to assist PEO contacts with medical-pricing decisions for new-business opportunities ("prospects") after initial risk evaluations are completed by underwriting.
Review records submitted to third-party underwriters as well as the underwriting output.
Enter plan information into CCGL-provided underwriting tools and manage the output through a CCGL peer-review process in order to supply appropriate pricing recommendations to PEOs.
Liaison between PEO benefits contacts, CCGL consultants, and third-party underwriters trained in medical-risk assessment.