Senior Consultant, Private Equity and M&A - Remote

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 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: 

The Managing Consultant is responsible for strategically consulting on their own block of business while also leading client service efforts and staff to ensure client retention and overall satisfaction.  She/he will oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery.  They will also effectively communicate OneDigital’s value proposition and latest industry trends to active clients and mentor and train staff in best practices of client relationship development and consulting techniques. 

Responsibilities:

• Oversees workloads and workflows to ensure deliverables are met and/or exceeded
• Grows book through cross-selling opportunities
• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Builds strong and productive relationships with clients, partners and fellow leadership teams
• 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
• Leverages the company’s national and local resources to drive greater operational efficiencies
• 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
• 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
• Identifies and efficiently resolves employee relations and operational issues
• Builds and fosters a positive workplace culture
• Acts as mentor to staff to assist in resolving client issues and development of solutions
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Ensures client service team(s) exceeds client expectations

Requirements:

• Excellent verbal and written communication skills, combined with professionalism and discretion
• Must have an in-depth knowledge of the insurance business
• Ability to work with clients and partners at a strategic level
• Ability to influence and effectively interact with members of the C-suite
• Ability to work collaboratively with leadership teams to meet and exceed goals 
• Strong attention to detail and organizational skills
• Must be self-motivated and disciplined
• Ability to manage one's workload
• Ability to thrive in fast-paced environment
• Ability to travel within assigned region and to corporate office several times a year
• Proven ability to successfully lead, develop and grow high-level consulting teams
• Ability to resolve conflict and bring about equitable solutions
• Proven experience attracting, developing and retaining an “A” player workforce and creating a positive atmosphere conducive to productivity

Experience:

• 3+ years’ experience in benefits consulting, required; 5+ preferred
• 3+ years’ experience managing and developing staff, required; 5+ preferred
• Must have a practical knowledge of quoting process and tools
• Current life and health insurance license, required
• Proficient in Microsoft Excel, other Microsoft suite produces and  database applications
• Advanced knowledge of health, ancillary and alternative funding products
• Must be up to date and knowledgeable on Health Care Reform

The typical base pay range for this role nationwide is $120,000 to $140,000 per year.  

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.

To learn more, visit: www.onedigital.com/careers

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: 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!