Financial Benefits Consultant

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