Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
Determines the full scope of services to be provided to client
Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
Ensures client service team(s) exceeds client expectations
Grows book through cross-selling opportunities
Cultivates and maintains strong relationships with clients and carriers
Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration

3+ years’ of benefits consulting experience
Bachelor’s Degree, preferred
Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products
Must have a practical knowledge of quoting process and tools
Must be proficient in Microsoft Excel and familiar with database applications
Valid life and health insurance license, required

Benefits Consultant

Key skills