Benefits Financial Analyst — Strategy & Data Insights

OneDigital; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

OneDigital is seeking a Financial Benefits Consultant to support financial analysis for client group benefit programs. You will work with Account Managers and Benefits Consultants to prepare benefit illustrations and cost projections, enabling clients to evaluate their plans effectively.

The role involves analyzing utilization data, developing plan designs, and producing regular reports while mentoring junior staff and maintaining strong carrier relationships.

Qualifications

• 3-5 years of experience in financial analysis or benefits consulting.
• Bachelors degree in Business, Finance, Math, Accounting, or related field is required.
• Proficient in Microsoft Office; advanced Excel skills are required.
• Experience in the healthcare industry or group insurance is preferred.
• Knowledge of group insurance products (medical, dental, CDHP, pharmacy, life, disability) is strongly preferred.
• Experience with database applications is a plus.

Responsibilities

• Drafts and reviews accurate exhibits for quarterly and annual client meetings.
• May assist with carrier negotiations.
• Mentors junior team members.
• Drafts client utilization reports using carrier methods.
• Analyzes data to identify plan design opportunities.
• Prepares monthly reporting deliverables for clients.
• Drafts cost projections for benefit plans.
• Analyzes industry benchmarks for client competitiveness.
• Maintains relationships with carrier partners.
• Keeps market information current in internal databases.
• Assists team and clients with special projects.

Skills

Data analysis

Communication

Presentation

Multitasking

Interpersonal skills

Adaptability

Education

Bachelors degree in business/finance/math/accounting

Tools

Microsoft Office

Excel

Database applications

Job description

OneDigital is seeking a Financial Benefits Consultant to support financial analysis for client group benefit programs. You will work with Account Managers and Benefits Consultants to prepare benefit illustrations and cost projections, enabling clients to evaluate their plans effectively.

The role involves analyzing utilization data, developing plan designs, and producing regular reports while mentoring junior staff and maintaining strong carrier relationships.