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OneDigital · 21 hours ago

Lead Benefits Consultant

Atlanta, GA

Full-time

Onsite

Senior Level

5+ years exp

OneDigital is a people-focused organization that provides health and insurance solutions to over 100,000 employers. The Lead Benefits Consultant is responsible for retaining clients, overseeing strategy and service delivery, and mentoring team members while ensuring client satisfaction and successful benefit design and renewal strategies.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

Responsibilities

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

Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction

Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline

Ensures client service team(s) exceeds client expectations

Grows book through cross-selling opportunities

Cultivates and maintains strong relationships with clients and carriers

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

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

Leads a team of assigned large group BCs

Coordinates and leads regular (at least monthly) one-on-one mentoring discussions with team members regarding client issues, work concerns, and growth advice

Performs job shadowing and quality review audits in order to provide feedback and coaching to applicable team members

Partners with team members to resolve internal and external client escalations in a timely fashion

Facilitates case level strategy discussion both one on one and with the larger team. Leads roundtable discussions and case studies

Oversee and drive execution of team initiatives and goals. Participate in the development of department deliverables; contribute to efforts to steer the department in new and improved directions

Escalates team member performance feedback to leader for recognition and/or management as appropriate

Communicate regularly with other Lead BCs and Director

Organize client work during aligned BC leave of absence

Actively participates in recruitment and selection of new team members

Integration – Lead the “Day in the Life of a BC” on a rotation

Site Visits – back up to participate in site visits to discuss “role of the consultant”

Lunch & Learns – back up to attend vendor lunch & learns and greet vendors

Attend industry events as needed

Participates in and/or leads committees and projects as requested

Qualification

Benefits consulting experienceHealth Care Reform knowledgeLifeHealth insurance licenseMicrosoft Excel proficiencyQuoting process knowledgeWorkload managementAttention to detailSelf-motivatedWritten communication skillsVerbal communication skillsOrganizational skillsThrive in fast-paced environment