Financial Consultant Job at OneDigital, Dallas, TX

SXR0OFRmSHpnK3VzMU9ZMmVleXRVZENUNVE9PQ==
  • OneDigital
  • Dallas, TX

Job Description

Our Newest Opportunity

The Financial Benefits Consultant supports all aspects of financial analysis related to clients' group benefit programs. The Financial Benefits Consultant works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans.

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

  • Drafts and reviews accurate exhibits for quarterly and annual client meetings
  • May assist the Benefit Consultant with carrier negotiation process
  • Mentors junior team members
  • Drafts and reviews client utilization reports using various carrier reporting methods
  • Analyzes data and identifies opportunities 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.
  • Develops and maintains strong working relationships with carrier partners
  • Maintains accurate, current, organized, and complete market information in internal databases
  • Assists team and clients as necessary with special projects

Qualifications, Skills and Requirements:

  • Ability to analyze data and recognize analytical patterns
  • Strong verbal and written communication skills
  • Presentation skills
  • Ability to effectively handle multiple and changing client priorities and deadlines
  • Excellent interpersonal skills
  • Ability to thrive in a fast-paced environment

Education, Training and Experience:

  • 3-5 years of experience
  • Bachelor's degree, required; Business, Finance, Math, Accounting, or related field, preferred
  • Proficient in all 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

Other:

License required

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their protected characteristics. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process.

Thank you for your interest in joining the OneDigital team!

OneDigital

Job Tags

Work at office

Similar Jobs

Virtual Vocations Inc

Illustrator Graphic Designer Job at Virtual Vocations Inc

A company is looking for an Illustrator Graphic Designer to join their creative team.Key ResponsibilitiesCreate high-quality, error-free design assets for advertising and marketing campaignsMaintain consistency in typography, color schemes, and layout across all platforms...

Exec Office of Technology Services and Security

Enterprise Platforms Intern Job at Exec Office of Technology Services and Security

 ...About the Role EOTSS is seeking an Enterprise Platforms Intern, to join a team of dedicated professionals supporting a variety...  ...supporting customers leveraging platforms ranging from Salesforce to Power Platforms, including but not limited to JIRA, GitHub and... 

EverCommerce

Remote Social Media Internship - Summer 2026 Job at EverCommerce

 ...A leading service commerce platform is seeking a Social Media Intern for a 10-week summer internship. The position offers flexibility to work remotely from anywhere in the United States or in an office location. The ideal candidate is a rising junior or senior pursuing... 

EMK CONSULTORIA

Data Entry Clerk - Typist - Work From Home Job at EMK CONSULTORIA

 ...environment, with flexibility and long-term career potential.Employment Type: Full-Time / Part-TimeSalary Range: $35-40/hrJob SummaryThe...  ...in handling tasksContribute to a positive and respectful work cultureQualificationsHigh school diploma or equivalent (college... 

JPMorgan Chase & Co.

US Private Bank- Client Center Manager Job at JPMorgan Chase & Co.

Job Description The JP Morgan Private Bank Client Center Team leads the operation of the firms Client Centers around the world. Our Client...  ...and WordAbility to work flexible hours and meet deadlinesAbout Us JPMorganChase, one of the oldest financial institutions, offers...