Managing Consultant

Role Overview

• Responsible for strategically consulting on their own block of business while also leading client service efforts and staff to ensure client retention and overall satisfaction
• Oversees strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery
• Communicates OneDigital’s value proposition and latest industry trends to active clients
• Mentors and trains staff in best practices of client relationship development and consulting techniques
• Oversees workloads and workflows to ensure deliverables are met and/or exceeded
• Grows book through cross-selling opportunities
• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Builds strong and productive relationships with clients, partners and fellow leadership teams
• 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
• Leverages the company’s national and local resources to drive greater operational efficiencies
• 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 client
• 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
• 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
• Identifies and efficiently resolves employee relations and operational issues
• Builds and fosters a positive workplace culture
• Acts as mentor to staff to assist in resolving client issues and development of solutions
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Ensures client service team(s) exceeds client expectations

Requirements

• 3+ years’ experience in benefits consulting, required ; 5+ preferred
• 3+ years’ experience managing and developing staff, required ; 5+ preferred
• Must have a practical knowledge of quoting process and tools
• Current life and health insurance license, required
• Proficient in Microsoft Excel, other Microsoft suite products and database applications
• Advanced knowledge of health, ancillary and alternative funding products
• Must be up to date and knowledgeable on Health Care Reform.

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts