Digital Insurance

Managing Consultant

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. They oversee strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery.

Responsibilities

• Communicates OneDigital’s value proposition and industry trends to active clients; mentors and trains staff on client relationship development and consulting techniques.
• Oversees workloads and workflows to ensure deliverables are met or exceeded.
• Grows the book through cross‑selling opportunities.
• Oversees onboarding of new clients by collaborating with client service teams to establish implementation plans, teams, and timelines.
• Builds strong, productive relationships with clients, partners, and leadership teams.
• Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration.
• Attends carrier events to remain up to date and maintain strong relationships.
• Leverages national and local resources for operational efficiencies.
• Develops sophisticated benefit design and renewal strategies; drives solution development for complex client issues.
• Works closely with account management or client service teams on pre‑renewal strategy, RFP distribution, SPRs, open enrollment strategy, and post‑renewal analysis.
• Determines the full scope of services to be provided to clients.
• Clearly establishes and communicates timelines with client service teams, keeping them apprised of changes and updates.
• Maintains accountability for revenue and profitability for client accounts and projects.
• Maintains a full understanding of insurance markets, funding alternatives, networks, and benefit plan options.
• Ensures accuracy of client data in CRM.
• Remains 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 health insurance exchanges.
• Identifies and resolves employee relations and operational issues efficiently.
• Builds and fosters a positive workplace culture.
• Acts as mentor to staff to assist in resolving client issues and developing solutions.
• Monitors success of projects in scope, budget, timeliness, and client satisfaction.
• Ensures client service teams exceed client expectations.

Qualifications

• Excellent verbal and written communication skills, combined with professionalism and discretion.
• 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.
• Collaboration with leadership teams to meet and exceed goals.
• Strong attention to detail and organizational skills.
• Self‑motivated and disciplined.
• Ability to manage one's workload.
• Thrives in a fast‑paced environment.
• Travel within assigned region and corporate office several times a year.
• Proven ability to lead, develop, and grow high‑level consulting teams.
• Conflict resolution skills and ability to bring equitable solutions.
• Proven experience attracting, developing, and retaining an “A” player workforce and creating a productive culture.

Experience

• 3+ years in benefits consulting (preferred 5+).
• 3+ years managing and developing staff (preferred 5+).
• Practical knowledge of quoting process and tools.
• Current life and health insurance license.
• Proficiency in Microsoft Excel and other Microsoft suite products and database applications.
• Advanced knowledge of health, ancillary, and alternative funding products.
• Up‑to‑date knowledge on Health Care Reform.

Compensation & Benefits

The typical base pay range for this role nationwide is $175,000 to $200,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. Additionally, 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. Employees may receive reimbursement of job‑related expenses and certain perks and discounts.

Equal Employment Opportunity & Legal Notice

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.