Managing Consultant

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day we help over 100000 employers give their employees peace of mind by providing health pharmacy long and short-term disability vision dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones join OneDigital.

Our Newest Opportunity:

Essential Duties and Responsibilities:

• Maintains book of fee/commissioned revenue business.

• Responsible for all aspects of client project work with regards to medical and ancillary lines including renewal negotiations marketing projects pre-renewal forecasting analysis claim projection analysis full-insured and self-insured funding alternatives.

• Responsible for strategic planning cost/benefit analysis and budget forecasting projects.

• Build relationship with assigned clients and give prompt attention to their requests.

• Attend and organize client meetings to discuss financial and services issues.

• Strategize with clients on open enrollment communications (may include conducting employee meetings).

• Develop relationships with insurance carriers to gain marketplace awareness and obtain the most competitive costs for clients.

• Utilize D365 to maintain client information and workflows.

• Identify new trends and developments in the insurance marketplace.

• Assist Producers in pursuing new business opportunities with existing and new clients.

• Assist in the training and development of various employee benefit related products.

• Assist in the interface with new and current clients for service and related needs.

• Special projects as assigned.

• Analyze and review Due Diligence for Private Equity partners and clients going through mergers and acquisitions.

• Role will include project management of reports for various Private Equity partners.

Miscellaneous:

• May require lifting packages up to 25 pounds.

• Up to 25% of local travel time will be necessary to meet the client needs and occasionally may be nationally.

Requirements:

• Strong knowledge of Benefit insurance coverage.

• Proficiency in Microsoft Word Outlook Excel and PowerPoint Adobe Acrobat and D365 (CRM system).

• Ability to manage client needs and multiple tasks.

• Good organization skills.

• Critical thinking skills.

• Attention to accuracy and detail.

• Excellent interpersonal skills and a pleasant disposition.

• Ability to work well with others in a fast-paced environment.

• Team player.

Experience:

• At least 10 years of experience in the employee benefit field.

• College Graduate

• Brokers License

Your base pay is dependent upon your skills education qualifications professional experience and addition to base pay some roles are eligible for variable compensation commission and/or annual bonus based on your individual performance and/or the companys 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.

To learn more visit: 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: veteran status uniformed servicemember status race color religion sex sexual orientation gender identity age (40 and over) pregnancy (including childbirth lactation and related medical conditions) national origin or ancestry citizenship or immigration status physical or mental disability genetic information (including testing and characteristics) or any other category protected by federal state or local law (collectively protected characteristics). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances we will consider qualified applications with arrest or conviction records for employment. For applicable candidates the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry or ban the box laws in California Connecticut Colorado Hawaii Illinois Maine Maryland Massachusetts Minnesota New Jersey New Mexico Oregon Rhode Island Vermont and Washington.

In short we believe in hiring the most qualified applicant for the position regardless of background.

If you have questions about our hiring policies and practices we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence AI 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. If you have concerns about our use of AI you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!