Summary:

TheSenior Financial Benefits Consultantposition provides technical support to the client teams by monitoring the cost and performance of the client's benefits plans. The position owns the responsibility of monitoring and communicating the financial performance of the employee benefits plansand attends and participates in client presentations. Senior Financial Benefits Consultant may be assigned to multiple OneDigital offices within the region.  The Senior Financial Benefits Consultant mayprovidefinancial/analytics support to sales teams within the region.

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

• Train junior staff

• Participate in sales and key account presentations

• Calculates renewal projections and premium equivalent rates

• Calculates actuarial valuations and aids client teams in benefits design

• Conducts financial analysis of benefitsmarketings

• Provide financial performance reports, analysis,and recommendations to clients

• Provide financial analyses regarding the cost effectiveness of benefit design options

• Assist in the evaluation of the results of Requests for Proposals for consultants

• Participatesin client presentations regarding the cost effectiveness of benefit strategies

• Mentors junior team members

• Draftsand reviews accurate exhibits for quarterly and annual client meetings

• May assist theBenefitsConsultantwith carrier negotiation process

• Drafts and reviews client utilization reports using various carrier reporting methods

• Analyzes data and identifiesopportunities for plan design and product changes,based upon observed utilization patterns

• Drafts and reviews monthly reporting deliverables for clients

• Drafts and reviews cost projections for benefit plan offerings

• Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry.

• Developsand maintainsstrong working relationships with carrier partners

• Maintainsaccurate, current, organized,and complete market information in internal databases

• Assiststeam and clients as necessary with special projects

Qualifications, Skills and Requirements:

• Strong attention to detail

• Strong verbal and written communication skills

• Strong presentation skills

• Ability to work independently as well as in a team environment

• Strong organizational skills

• Positive attitude

• Ability to thrive in fast-paced environment

• Strong analytical and problem solving skills

• Ability to establish and maintain collaborative working relationships with others of all levels

• Ability to maintain a high level of confidentiality

• Ability to work with clients and partners at a strategic level

• Strong MS Excel knowledge

• Basic benefits underwriting concepts

• Strong presentation skill and knowledge of MSPowerpoint

• Basic knowledge of insurance carrier claims experience and utilization reporting

• Basic applied mathematics

Education, Training and Experience:

• ABachelordegree with strong mathematics background such as Business Administration, Accounting, or Finance, required

• Master’s degree in accounting,financeor related field, preferred

• Proficiency with Microsoft Office, required

• 5+ yearsofexperience in finance and accounting, required

• Experience in the insurance industry, preferred

• Life & Health License, required

• CEBS preferred