Benefits Consultant

OneDigital   •  

Chicago, IL

5 - 7 years

Posted 242 days ago

This job is no longer available.

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In this work from home position, the Benefits Consultant is primarily responsible for retaining clients and their existing book of business and is responsible for the strategic management of their accounts. The Consultant will oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery.  They will also effectively communicate OneDigital’s value proposition and latest industry trends to active clients.


  • Consults with clients and potential clients to understand their business needs; demonstrates advanced knowledge of the client’s industry including  trends, technology, challenges and government regulations with demonstrated ability to match optimal insurance products to the client’s business needs
  • Identifies potential risks and develops sophisticated benefit design and renewal strategies to drive the development of solutions to address complex client issues and manage results/costs to the client’s business
  • Works closely with Client Executive 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 client and effectively utilizes all resources within department to exceed client expectations
  • Clearly establishes and communicates timelines with the client and client service team(s) and keeps them apprised of changes and renewal updates 
  • Maintains accountability for accuracy of revenue within CRM.
  • 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) and Client Executive 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
  • Conducts open enrollment meetings
  • 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
  • May manage Account Manager and/or Client Service Specialist and provides leadership within the extended service teams
  • Represents company at trade association meetings, carrier forums and industry gatherings when needed


  • Ability to influence and effectively interact with members of the C-suite
  • Strong attention to detail
  • High degree of self-motivation and discipline
  • Ability to communicate clearly and concisely both written and verbal; demonstrated facilitation, negotiation and persuasion skills
  • Strong organizational skills
  • Ability to manage one's workload and delegate appropriately
  • Ability to thrive in fast-paced environment
  • Excellent presentation skills
  • Ability to travel to client sites both in and out of California


  • 7+ years’ of benefits consulting experience, required
  • Bachelor’s Degree, preferred
  • Must be up to date and in-depth knowledgeable on Health Care Reform and health and ancillary insurance products
  • Must have a practical knowledge of quoting process and tools
  • Must be proficient in Microsoft Office products (Excel, Word, Outlook, PowerPoint) and familiar with database applications
  • Valid life and health insurance license, required