Financial Consultant

Our Newest Opportunity

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 required

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.

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 protected characteristics. Employment decisions shall comply with all other applicable federal, state and local laws prohibiting discrimination in employment.

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.

Thank you for your interest in joining the OneDigital team!