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Benefits Analyst jobs in United States
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OneDigital · 16 hours ago

Benefits Analyst

OneDigital is a people-focused organization that helps over 100,000 employers provide their employees with various insurance solutions. The Benefits Analyst supports marketing and financial analysis related to clients' group benefit programs, analyzing benefits offerings and industry trends to aid clients in decision-making.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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Culture & Values

Responsibilities

Prepares plan performance (financial) reports, renewal projections, plan change pricing, contribution models, and other financial deliverables in support of client strategy
Creates accurate market exhibits and presentations of proposals and renewal information
Project manages and owns the Request for Proposal (RFP) process for each client in their book of business
Maintains accurate, current, organized, and complete market information in internal databases
Builds, develops, and maintains strong working relationships with carrier partners, consultants, and other internal team members
Collect, research, audit, and interpret data and material required for the client’s renewal process, financial reporting, internal accounts, and deliverables
Advises client on completing carrier deliverables and reporting findings throughout the plan lifecycle
Records, documents, organizes and catalogs all files, source data, steps of the renewal process, and ongoing claims data
Maintains industry knowledge to navigate the renewal process appropriately while advising on trends, employee benefits, plan designs, and legislation
Reviews and critiques peer’s client deliverables to ensure accuracy and consistency
Dives into carrier reporting and insight tools to help tell the clients’ utilization and projection story while using dissection about the client’s objectives and nuances of the industry
Other duties and special projects as assigned

Qualification

Data analysisMicrosoft ExcelProject managementGroup insurance knowledgeCommunication skillsProfessionalismInterpersonal skillsTime management

Required

Ability to analyze data and recognize analytical patterns
Proficient in math and quantitative concepts (ratios, weighted averages, percentages, etc.)
Strong organization, time management, prioritization, and project management skills
Strong verbal and written communication skills
Ability to effectively handle multiple and changing client priorities and deadlines
Ability to evaluate, adapt, and pivot to industry, internal team, company objectives, and client needs
Ability to effectively present data
Excellent interpersonal skills
Demonstrates a high level of professionalism
Bachelor's degree in Business, Finance, Math, Accounting, or related field, preferred
Proficient in all Microsoft Office products required
Intermediate to advanced proficiency in Microsoft Excel is required
1-3 years of translatable professional experience is required

Preferred

Experience working for a group insurance carrier, broker, or consultant
Knowledge of group insurance products, including medical, dental, CDHPs, pharmacy, life, and disability, is strongly preferred
Experience with database applications, a plus
Project management experience a plus

Benefits

Health
Wellbeing
Retirement
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

Company

OneDigital

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OneDigital is focused exclusively on employee benefits.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired

Leadership Team

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Adam Bruckman
Chief Executive Officer
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Mike Sullivan
Co-Founder & Chief Growth Officer
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Company data provided by crunchbase