Financial Benefits Specialist
Charlotte, NC 
Posted Today
Job Description

OneDigital is proud of the tight-knit community we've built since the day we were founded. We're picky about the people who work for us, because as much as we are a business, we're also a family. Even through our rapid growth, we've managed to preserve our unique culture. We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself.

With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization. Are you ready to join an already winning team and help us continue to grow for years to come?

Our Newest Opportunity:


The Financial Benefits Specialist supports all aspects of financial analysis related to clients' group benefit programs. The Financial Benefits Specialist 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 but are not limited to):

  • Drafts accurate exhibits for quarterly and annual client meetings;
  • Drafts client utilization reports using various carrier reporting methods;
  • 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 to obtain necessary data;
  • Maintains accurate, current, organized and complete market information in internal databases;
  • Assists team and clients as necessary with special projects.

Qualifications, Skills and Requirements:

  • Strong verbal and written communication skills
  • Ability to effectively handle multiple and changing client priorities and deadlines
  • Ability to thrive in a fast paced environment

Education, Training and 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, preferred;
  • Experience with database applications, a plus.


License not required

Thank you for your interest in joining the OneDigital team!


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
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