Benefits Consultant
1 day ago
At OneDigital, we're on a mission to help people do their best work and live their best lives. We're looking for a Benefits Consultant to join our team and help us achieve our goals.
As a Benefits Consultant, you'll be responsible for maintaining a book of fee/commissioned revenue business and working with clients to understand their insurance needs. You'll also be responsible for strategic planning, cost/benefit analysis, and budget forecasting projects.
We're a people-first culture that's wired for growth, driven to serve, and totally committed to having your back. If you're looking for a career that's making a bigger impact on the world, we want to hear from you.
Key Responsibilities:
- Maintains book of fee/commissioned revenue business
- Responsible for all aspects of client project work with regards to medical and ancillary lines
- Responsible for strategic planning, cost/benefit analysis and budget forecasting projects
- Build relationship with assigned clients and give prompt attention to their requests
- Attend and organize client meetings to discuss financial and services issues
- Manage monthly client reporting package
- Develop annual client plan
- Conduct employee meetings for clients
- Develop relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients
- Utilize Zywave and D365 to maintain client information and work flows
- Identify new trends and developments in the insurance marketplace
- Assist Producers in pursuing new business opportunities with existing and new clients
- Assist in the training and development of various employee benefit related products
- Assist in the interface with new and current clients for service and related needs
- Assist the accounting department in collecting premiums, when necessary
- Special projects as assigned
Requirements:
- Strong knowledge of Benefit insurance coverage
- Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint
- Proficiency in D365 and Zywave or ability to learn these programs
- Proficiency in Adobe Acrobat-or ability to learn this program
- Knowledge of PowerPoint is a plus
- Ability to manage client needs and multiple tasks
- Good organization skills
- Attention to accuracy and detail
- Excellent interpersonal skills and a pleasant disposition required at all times
- Ability to work well with others in a fast paced environment
- Team player
Experience:
- At least 5 years of experience in the employee benefit field
- College Graduate
- Brokers License
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:
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