Benefits Consultant Finance Jobs

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Financial Benefits Consultant

OneDigital Tampa, FL

Tampa, FL

Today

Full time Advisor Analytical Skills Benefits Consultant

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Job Description

OneDigital offers a role built around helping clients make confident decisions about group benefit programs. As a Financial Benefits Consultant in Tampa, FL (hybrid), you will support financial analysis and client-facing illustrations that make plan design easier to understand. The position also includes health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and access to robust learning and development programs.

You will collaborate with the financial support team to strengthen the work of Account Manager(s) and Benefits Consultant(s). From quarterly and annual meeting exhibits to utilization reporting and cost projections, your analysis will help clients evaluate their benefit plans and stay aligned with industry benchmarks. OneDigital also supports growth through reimbursement of job-related expenses per company policy, plus employee perks and discounts. Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and company performance.

Responsibilities

Draft and review accurate exhibits for quarterly and annual client meetings
Support benefit and financial illustration needs for clients evaluating benefit plans
May assist with the carrier negotiation process alongside the Benefit Consultant
Draft and review client utilization reports using various carrier reporting methods
Analyze data to identify opportunities for plan design and product changes based on observed utilization patterns
Draft and review monthly reporting deliverables for clients
Draft and review cost projections for benefit plan offerings
Analyze industry benchmarks and prepare content to help clients understand their competitiveness
Develop and maintain strong working relationships with carrier partners
Maintain accurate, current, organized, and complete market information in internal databases
Assist team and clients as needed with special projects
Mentor junior team members

Requirements

License required
3 to 5 years of experience (minimum 3 years)
Bachelor’s degree required; Business, Finance, Math, Accounting, or a related field preferred
Ability to analyze data and recognize analytical patterns
Strong verbal and written communication skills with presentation skills
Ability to manage multiple and changing client priorities and deadlines
Excellent interpersonal skills and ability to thrive in a fast-paced environment
Proficient in Microsoft Office products (required)
Intermediate to advanced proficiency in Microsoft Excel (required)
Experience in the healthcare industry working for a group insurance carrier, broker, or consultant (preferred)
Knowledge of group insurance including medical, dental, CDHP, pharmacy, life, and disability products (strongly preferred)
Experience with database applications (a plus)

Tools

Microsoft Office
Microsoft Excel

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