Employee Benefits Financial Consultant

Employee Benefits Financial Consultant

Requirements

• 5-7 years of relevant experience
• Bachelor’s degree (4-year degree)
• Competency in key practice activities and is a Subject Matter Expert (SME)
• Proficient knowledge of carrier products and capabilities
• Mastery of all funding mechanisms (fully insured, self-funded, level-funded, referenced based pricing etc.)
• Understands cost sharing strategies such as contribution analysis or plan design.

Responsibilities

• Accountable for the success of all client relationships
• Effective communicator with clients and internal staff
• Fosters effective carrier relationships
• Confident presenter during client engagements
• Quarterback client deliverables and effectively manages projects
• Holds team members accountable to deadlines
• Clear understanding of the OE strategy and communications
• Assist in RFP responses and participate in client proposal meetings
• Manage overall revenue of client
• Can lead team projects
• Attends and can consult on areas such as vendor management, compliance, and EB best practices
• Can effectively peer review all deliverables
• Understands big picture and can lead strategy conversations with client
• Ability to define client objectives and knowing how to measure success
• Collaborates with junior colleagues to find the quantitative analysis to deliver a value proposition
• Confident in providing benefit design strategies (HMO/PPO/HSA/HRA) to meet client objectives
• Able to explain industry trends and how it shapes current and future objectives
• Can research and propose options
• Comfortable discussing innovative strategies and return on investment conversations
• Actively participates in EB project efficiency initiatives
• Contributes ideas to improve client retention goals, as well as revenue growth opportunities
• Actively participates in the training and development of service team
• Can lead and mentor other associates

Preferred Qualifications

No preferred qualifications provided.