Senior Financial Benefits Consultant - Hybrid (Orlando, FL or Tampa, FL)
OneDigital•Tampa, FL
•Hybrid
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.
Requirements
- Strong attention to detail
- Strong verbal and written communication skills
- Strong presentation skills
- Ability to work independently as well as in a team environment
- Strong organizational skills
- Positive attitude
- Ability to thrive in fast-paced environment
- Strong analytical and problem solving skills
- Ability to establish and maintain collaborative working relationships with others of all levels
- Ability to maintain a high level of confidentiality
- Ability to work with clients and partners at a strategic level
- Strong MS Excel knowledge
- Basic benefits underwriting concepts
- Strong presentation skill and knowledge of MS Powerpoint
- Basic knowledge of insurance carrier claims experience and utilization reporting
- Basic applied mathematics
- A Bachelor degree with strong mathematics background such as Business Administration, Accounting, or Finance, required
- Proficiency with Microsoft Office, required
- 5+ years of experience in finance and accounting, required
- Life & Health License, required
Nice To Haves
- Master’s degree in accounting, finance or related field, preferred
- Experience in the insurance industry, preferred
- CEBS preferred
Responsibilities
- Train junior staff
- Participate in sales and key account presentations
- Calculates renewal projections and premium equivalent rates
- Calculates actuarial valuations and aids client teams in benefits design
- Conducts financial analysis of benefits marketings
- Provide financial performance reports, analysis, and recommendations to clients
- Provide financial analyses regarding the cost effectiveness of benefit design options
- Assist in the evaluation of the results of Requests for Proposals for consultants
- Participates in client presentations regarding the cost effectiveness of benefit strategies
- Mentors junior team members
- Drafts and reviews accurate exhibits for quarterly and annual client meetings
- May assist the Benefits Consultant with carrier negotiation process
- 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
- health
- pharmacy
- long and short-term disability
- vision
- dental
- other insurance solutions
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Senior
