Benefits Consultant

1 month ago


Boston, Massachusetts, United States Digital Insurance LLC Full time

Job Summary:

The Benefits Consultant will be responsible for retaining clients and their existing book of business. This involves overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery. The consultant will also effectively communicate OneDigital's value proposition and latest industry trends to active clients.

Key Responsibilities:

  • Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
  • Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR's, open enrollment strategy, and post-renewal analysis
  • Determines the full scope of services to be provided to clients
  • Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
  • Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
  • Monitors the success of projects in terms of scope, budget, timeliness, and client satisfaction
  • Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team, and timeline
  • Ensures client service team(s) exceeds client expectations
  • Grows book through cross-selling opportunities
  • Cultivates and maintains strong relationships with clients and carriers
  • Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
  • Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
  • Maintains a full understanding of the insurance markets, funding alternatives, networks, and benefit plan options
  • Ensures accuracy of client data in CRM
  • Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA, and state-sponsored health insurance exchanges


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