Financial Benefits Consultant (Hybrid)

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

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.**Our Newest Opportunity:****Summary:**The Financial Benefits Consultant supports all aspects of financial analysis related to clients’ group benefit programs. The Financial Benefits Consultant works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans.**Essential Duties and Responsibilities (include but are not limited to):*** Drafts and reviews accurate exhibits for quarterly and annual client meetings* May assist the Benefit Consultant with carrier negotiation process* Mentors junior team members* 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**Qualifications, Skills and Requirements:*** Ability to analyze data and recognize analytical patterns* Strong verbal and written communication skills* Presentation skills* Ability to effectively handle multiple and changing client priorities and deadlines* Excellent interpersonal skills* Ability to thrive in a fast-paced environment**Education, Training and Experience:*** 3-5 years of experience* Bachelor’s degree, required; Business, Finance, Math, Accounting, or related field, preferred* Proficient in all Microsoft Office products, required* Intermediate to advanced proficiency in Microsoft Excel, required* Experience in the healthcare industry working for a group insurance carrier, broker or consultant, preferred* Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred* Experience with database applications, a plus**Other:**License requiredYour 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.