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Managing Consultant

3 months ago

Clayton, United States OneDigital Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

The Managing Consultant is responsible for the overall management of their assigned book of business. The Managing Consultant works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. As a Unit Leader, the Managing Consultant is responsible for mentoring, training and professionally developing their team members.

Essential Duties and Responsibilities (include but are not limited to):

Manages and maintains assigned book of business Project Manager of Due Diligence workflow process Relationship Manager of the Private Equity contacts Serves in an advisory capacity for clients; and prepared to provide additional customer service to private equity contact(s) for special project work, analysis, etc. on an as needed basis Provide department updates, processes and trainings to team members on an as-needed basis Responsible to mentor, train and professionally develop team members Delegates work assignments to internal service team members Manage the entire renewal process Manages day to day client issues Conducts needs analysis and strategy calls Conducts enrollment meetings as needed Conducts regular face-to-face meetings with clients Advises clients in reducing costs while offering competitive benefits options Assists clients with 5500 form filings, as applicable Assists in growing the book of business through cross-sale opportunities when available Builds relationships with clients through proactive communications Communicates and educates clients on latest trends, concerns and changes in the industry Effectively and efficiently manages complex accounts and high-level service deliverables Provides leadership within the extended service team

Qualifications, Skills and Requirements:

Must be self-motivated and disciplined Possess excellent written and verbal communication skills Possess strong organizational skills Must be very detail-oriented Demonstrate leadership capabilities Ability to work with clients at a strategic level Ability to thrive in fast-paced environment

Education, Training and Experience:

3+ years’ experience in account management or in a consultative role, required Prior experience in broker agency or benefit administration firm, required Current Life and Health license, required Thorough knowledge of health and ancillary products; required Working knowledge of all Microsoft Office products; required Familiarity and practical knowledge of quoting process and tools; preferred Bachelor’s Degree, preferred Experience with database applications, a plus.

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.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team #J-18808-Ljbffr