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Health & Benefits Senior Consultant - Financial Management Job in Cleveland, Ohio US

Health & Benefits Senior Consultant - Financial Management


Posted: 2/13/2024 - Expires: 5/13/2024

Job ID: 269759579


Job Description

Aon Is Looking For A Health and Benefits Financial Senior Consultant:

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Health Solutions business group within Aon. As a Health and Benefits Senior Financial Consultant, you will report directly to a Financial Team Leader.

Aon is in the business of better decisions:

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

Regularly attend client meetings
Leads financial portion of strategic discussions in client meetings
Explains financial methodology and results to clients; as well as potential alternatives
Maintain and manage open items lists to ensure you are providing each client with the agreed upon work
Work follow up items assigned to you to resolution
Conduct ad-hoc projects as needed using appropriate resources (Stop Loss modeling, plan changes with Actuarial Value model, etc.)
Be responsible for all financial activities on client team
Present marketing results to client
Prepare monthly/quarterly financial reports for clients
Review financial caveats, deviations and other notes in proposals, add appropriate notes to the client RFP results presentation
Negotiate with carriers as directed on rates, designs and plan provisions
Assist in presenting results to client
Develop executive summary on all key financial components of marketing and provide recommendations
Provide financial modeling as needed on opportunity
Ensure all commissions have been disclosed and verified for each vendor
Provide cost estimates for PCORI to all self-funded clients at the applicable time
Collect and submit needed financial data for bench-marking projects
Effectively lead financial client teams, share client background and goals, measure results, share ideas, identify process improvements, provide timely and regular coaching and feedback to team members

Skills and experience that will lead to success:

Three plus of years health and benefits underwriting experience, preferably in a consulting environment.
Strong proficiency in self-insured and fully insured funding arrangements
Advanced level proficiency with Microsoft Office
Strong project management experience
Client consulting experience
Self-starter who can work well with minimal supervision


Bachelor's Degree in relevant discipline or equivalent experience
License or Certificate Requirements:
Appropriate Insurance License/Life and Health or willingness to obtain license as soon as possible

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position is $113,000 to $146,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.




Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.

Job Summary

Employment Type:
Per Diem Employee
Job type:
Federal Contractor
Skill Based Partner:
Education Level:
Bachelor's degree
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
Licenses / Certifications:
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 4
Graphic Literacy: 5

Workplace Documentation: 4