Benefits Consultant (Hybrid-VT)

OneDigital; Burlington; On-site; CAD 117,000 - 146,000; Full time

Job summary

A leading company in benefits consulting in Burlington is seeking a Benefits Consultant responsible for client retention and managing a diverse portfolio. This role involves developing benefit strategies, working closely with teams, and ensuring exceptional client service. Successful candidates should have a strong background in benefits consulting, excellent communication skills, and a willingness to thrive in a fast-paced environment. This position offers competitive compensation and career growth opportunities.

Benefits

Health and wellbeing benefits

Retirement benefits

Learning and development programs

Qualifications

• 3+ years of benefits consulting experience required.
• Must be proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license required.

Responsibilities

• Develop sophisticated benefit design and renewal strategies.
• Work closely with account management and client service teams.
• Maintain accountability for revenue and profitability for client accounts.

Skills

Attention to detail

Self-motivated

Excellent communication skills

Organizational skills

Ability to thrive in a fast-paced environment

Education

Bachelor’s Degree

Tools

Microsoft Excel

Job description

Overview

The Benefits 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.

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, SPRs, 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 onboarding 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

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

Experience

• 3+ years’ of benefits consulting experience, required
• Bachelor’s Degree, preferred
• 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

The typical base pay range for this role nationwide is $85,000 to $105,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and / or annual bonus based on your individual performance and / or the company’s performance. We also offer 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.

To learn more, visit : www.onedigital.com / careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their : veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant : City and County of San Francisco; City of Los Angeles; County of Los Angeles. Employment decisions shall comply with all other applicable federal, state and city / county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!

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