Financial Consultant

4 days ago


Franklin, United States OneDigital Full time

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



  • Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant...


  • Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant...


  • Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. ...


  • Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. ...


  • Franklin, United States Servpro Industries, LLC Full time

    What we offer Excellent health benefits plan, which includes medical, vision and dental options 401(k) with company match Company profit sharing plan Generous paid time-off and paid holidays Paid parental leave Company-paid mental health benefit through Headspace 2 free on-site fitness rooms Employee Assistance Program Employee Resource Groups ...


  • Franklin, United States The LaSalle Group Full time

    Are you an accounting professional looking to help drive projects and strategy for a strong and steadily growing nation-wide healthcare company? Our client is looking for a dynamic Director of Financial Reporting. This is a hybrid position located in Franklin, TN. Director of Financial Reporting Responsibilities: Review Financials and address needed...


  • Franklin, TN, United States TruGreen Full time

    We are seeking a highly skilled Senior Financial Analyst to join our team at TruGreen. As a Senior Financial Analyst, you will be responsible for complex and interpretive financial analyses, including financial performance, variance explanations, and cost analysis.Key responsibilities include:Preparing strategic planning and profitability reporting for the...


  • Franklin, Wisconsin, United States Northwestern Mutual Full time

    Company Overview: Northwestern Mutual is a leading financial services company that prioritizes innovation and growth. We invest in our people, fostering a positive work environment.As an Investment Client Services Specialist, you will support our top 250 Wealth Advisors by providing exceptional operational investment support.

  • General Manager

    3 weeks ago


    Franklin, United States Community Choice Financial Family of Brands Full time

    Overview: As a results-driven General Manager, you will oversee the success of your store and team by setting the bar high for performance and customer service. You will provide ongoing coaching and training to your team to reach Company objectives, increase revenue, and further develop their skills while demonstrating your leadership. Reporting to the...


  • Franklin, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in...

  • Senioir Tax Manager

    2 months ago


    Franklin, United States SPAIN & HIGGINBOTHAM CPA GROUP, PLLC Full time

    Job DescriptionJob DescriptionPosition Overview:We are seeking a highly skilled and experienced Senior Tax Manager to be a leader in our tax services. This role is pivotal in ensuring our clients receive top-tier service and strategic tax advice. The ideal candidate will have a strong background in tax preparation, review and consulting, coupled with...


  • Franklin, WI, United States Northwestern Mutual Full time

    We care and make a positive difference. Life Insurance Signature / Authority Limits $Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and...


  • Franklin, Tennessee, United States LocumTenens Full time

    We are seeking an OB/GYN for locum tenens coverage at a level III trauma facility in Northeastern Tennessee.This opportunity offers a rich blend of country music culture, with the chance to experience the musical heritage of Nashville and visit the vibrant attractions on Broadway.The facility has 80-90 deliveries per month, and in-house call shifts are...

  • Lead CSR/Teller

    2 months ago


    Franklin, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible for the most...

  • Finance Manager, Cash

    2 weeks ago


    Franklin, United States Mars Incorporated Full time

    Job Description: The Cash & Working Capital Finance Manager will assist the Sr. Manager Strategic Finance role by leading analysis (financial modeling in Excel) and helping prepare/translate analysis to PPT for discussion with broader team, Mars Leadership, Board, segment leadership, CFOs, etc. This role supports next generation insights and value creation...

  • Structural Engineer

    1 month ago


    Franklin, Massachusetts, United States GEI Consultants Full time

    About GEI ConsultantsGEI Consultants is a leading engineering and science consulting firm that provides a range of services to clients across North America. Our team of experts is dedicated to delivering innovative solutions to complex problems, and we are committed to making a positive impact on our communities.Job SummaryWe are seeking a highly skilled...

  • CONTRACT | Corporate

    4 weeks ago


    Franklin, United States Lawyers On Demand Full time

    LOD is currently seeking a contract Corporate or Transactional Paralegal to assist our corporate client on site in Franklin, TN.The hourly pay for this role is negotiable, and has the potential to turn into a permanent opportunity for the right candidate.Duties:Provide sophisticated, timely, and accurate administrative support to enable the Legal Department...


  • Franklin, Tennessee, United States LocumTenens Full time

    Job Details:LocumTenens.com is seeking an OB/GYN for locum tenens coverage at a facility with less than 100 beds in Southern Tennessee. This position requires 24-hour call coverage only, with no clinic duties. The ideal candidate must hold a Tennessee license and be board certified.Assignment Highlights:24-Hour Call CoverageNo Clinic DutiesTypically 3-5...

  • Locum Physician

    2 weeks ago


    franklin, United States LocumTenens.com Full time

    A facility is seeking 100% remote radiology coverage.The facility is located in Franklin, TN.This fully remote position offers 9-hour shifts with both daytime and evening hours available. The primary responsibilities include reading PF, US, and CT scans, with a focus on PFs. The expected workload is 65-70 RVUs per shift.Dates Needed:  December 19th -...

  • Locum Physician

    2 months ago


    Franklin, United States LocumTenens.com Full time

    A facility is seeking 100% remote radiology coverage.The facility is located in Franklin, TN.This fully remote position offers 9-hour shifts with both daytime and evening hours available. The primary responsibilities include reading PF, US, and CT scans, with a focus on PFs. The expected workload is 65-70 RVUs per shift. Dates Needed:  December 19th -...