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Digital Insurance - Scranton, PA

posted 2 months ago

Full-time - Mid Level
Remote - Scranton, PA
Insurance Carriers and Related Activities

About the position

The Benefits Consultant at OneDigital is responsible for retaining clients and managing their existing book of business. This role involves overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery. The consultant will communicate OneDigital's value proposition and industry trends to clients, ensuring high levels of client satisfaction and engagement.

Responsibilities

  • Develop sophisticated benefit design and renewal strategies to address complex client issues.
  • Collaborate with account management and client service teams on pre-renewal strategy, RFP distribution, and open enrollment strategy.
  • Determine the full scope of services to be provided to clients and communicate timelines effectively.
  • Maintain accountability for revenue and profitability for client accounts and projects.
  • Monitor project success in terms of scope, budget, timeliness, and client satisfaction.
  • Oversee the onboarding of new clients and establish implementation plans with client service teams.
  • Exceed client expectations through effective service delivery.
  • Grow the book of business through cross-selling opportunities.
  • Cultivate and maintain strong relationships with clients and carriers.
  • Establish effective carrier/vendor relationships for benefits procurement and administration.
  • Attend carrier events to stay updated on plans and changes.
  • Ensure accuracy of client data in CRM and remain knowledgeable on compliance issues.

Requirements

  • 3+ years of benefits consulting experience required.
  • Bachelor's Degree preferred.
  • Valid life and health insurance license required.
  • Strong attention to detail and self-motivated.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and ability to manage workload.
  • Ability to thrive in a fast-paced environment.
  • Up to date knowledge on Health Care Reform and health insurance products.
  • Practical knowledge of quoting process and tools.
  • Proficient in Microsoft Excel and familiar with database applications.

Benefits

  • Health and wellbeing benefits
  • Retirement benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Robust learning and development programs
  • Reimbursement of job-related expenses
  • Employee perks and discounts
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