Benefits Financial Analyst - Group Plans & Design

OneDigital Investment Advisors LLC; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

OneDigital Investment Advisors LLC in Tampa seeks a Financial Benefits Consultant to support analysis and illustrations for client group benefit programs. The role partners with account managers and benefits consultants to deliver accurate projections and reporting, helping clients evaluate their benefit options.

Responsibilities include drafting exhibits for client meetings, assisting in carrier negotiations, and mentoring junior team members while maintaining strong partner relationships and

Qualifications

• 3-5 years of experience in financial analysis or benefits consulting.
• Bachelor’s degree in Business, Finance, Math, Accounting or related field.
• Proficient in Microsoft Office; Excel at an intermediate/advanced level.
• Healthcare group insurance knowledge or experience preferred.

Responsibilities

• Draft and review exhibits for quarterly and annual client meetings.
• Support carrier negotiations and design opportunities based on data.
• Prepare utilization reports and cost projections for plans.
• Develop and maintain market and competitor information in databases.

Skills

Data analysis

Communication

Presentation skills

Interpersonal skills

Multitasking

Education

Bachelor’s degree (Business/Finance/Math/Accounting)

Tools

Microsoft Office

Excel

Job description

OneDigital Investment Advisors LLC in Tampa seeks a Financial Benefits Consultant to support analysis and illustrations for client group benefit programs. The role partners with account managers and benefits consultants to deliver accurate projections and reporting, helping clients evaluate their benefit options.

Responsibilities include drafting exhibits for client meetings, assisting in carrier negotiations, and mentoring junior team members while maintaining strong partner relationships and