Financial Benefits Analyst

Financial Benefits Analyst The Financial Benefits Analyst supports all aspects of financial analysis related to clients' group benefit programs. The Financial Benefits Analyst works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Benefits Consultant(s). Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans. Essential duties and responsibilities include: Drafts accurate exhibits for quarterly and annual client meetings Drafts client utilization reports using various carrier reporting methods. Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns Drafts monthly reporting deliverables for clients. Analyzes industry benchmarks and drafts information for the client to show their competitiveness in the industry. Develops and maintains strong working relationships with carrier partners Maintains accurate, current, organized, and complete market information in internal databases Assists team and clients as necessary with special projects Qualifications, skills and requirements: Ability to analyze data and recognize analytical patterns Strong verbal and written communication skills Ability to effectively handle multiple and changing client priorities and deadlines Excellent interpersonal skills Ability to thrive in a fast-paced environment Education, training and experience: 2-3 years of experience Bachelor's degree, required; Business, Finance, Math, Accounting, or related field, preferred Proficient in all Microsoft Office products, required Intermediate to advanced proficiency in Microsoft Excel, required Experience in the healthcare industry working for a group insurance carrier, broker, or consultant, preferred Knowledge of group insurance including medical, dental, CDHP, pharmacy, life, and disability products, strongly preferred Experience with database applications, a plus License preferred 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. 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 protected characteristics. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence 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!

Created: 2026-03-05