Benefits Consultant

Role Overview

• The Benefits Consultant is responsible for employee benefits account management responsibilities.
• This includes day to day client contact and assistance with daily service functions.
• Utilizes technical expertise to retain present clients.
• Administers marketing and renewal functions.
• Assists Team Lead in servicing the financial consulting needs of the employee benefit clients.
• Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis.
• Development and execution of client benefit strategy.
• Independently advises clients on all areas of compliance.
• Provide client utilization and financial reporting to Team Lead and to clients.
• Partners with Team Lead to lead client meetings and presentations.
• Partners with Team Lead to onboard new clients.
• Strong knowledge of and relationships with vendors.
• Monitor monthly financials for client including entry of data into client exhibits.
• Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.
• Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
• Work with Team Lead to develop reporting requirements and any deviations or customizations in those reports.
• Assists Team Lead in preparing requests for proposals and renewals of benefit coverages.

Requirements

• Minimum of 4 year degree or equivalent work experience required.
• 5+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
• 1+ years financial experience
• Proficient with MS Office Suite
• Microsoft Excel – Strong to expert level skills required
• Strong analytical and critical thinking ability
• Ability to maintain a high level of confidentiality
• Excellent verbal and written communication skills
• Ability to work independently.
• Detail oriented with excellent organizational skills.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.