SUMMARY We are currently working with a high energy, community minded employee health benefits provider in the northern Pittsburgh region to identify an experienced Benefits Consultant / Account Manager. This group is highly team oriented, progressive, and very family and community minded in nature. As a team they do fun things together – whether that’s shutting down the office to volunteer for a community day with your favorite charity, a day out to treat the team to fun, their annual family day, or taking some downtime to shoot the breeze and enjoy refreshments with the team.
The Benefits Consultant will take over a manageable book of existing accounts and be responsible for retaining clients, overseeing strategy, financial analysis, benefit design, plan renewals, benchmarking, and overall service delivery, as well as communicate the company’s value proposition and latest industry trends to active clients.
The ideal candidate for this position will ideally be experienced enough in their career to have the level of knowledge and maturity to take over a book of this company’s largest and most high-profile clients. This person will act as the first point of contact for these clients to truly advise and be a partner to them.
In addition to a generous base salary and bonus potential, this company offers 100% company paid benefits to include medical, dental, vision, short and long term disability, and life insurance, as well as unlimited PTO and a 401k with company match.
POSITION Responsibilities include: • Develop sophisticated benefit design and renewal strategies and drive 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 establish and communicate timelines with the client service team(s) and keeps them apprised of changes and renewal updates • Maintain accountability for revenue and profitability for client accounts and project and keep all involved parties up to date • Monitor the success of projects in terms of scope, budget, timeliness and client satisfaction • Oversee the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline • Ensure client service team(s) exceeds client expectations • Grow book through cross-selling opportunities • Cultivate and maintain strong relationships with clients and carriers • Establish effective carrier / vendor relationships to serve clients in benefits procurement and administration • Attend carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships • Maintain a full understanding of the insurance markets, funding alternatives, networks and benefit plan options • Ensure accuracy of client data in CRM • Remain fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges
CORE REQUIREMENTS • Bachelor’s Degree preferred; experience will be considered in lieu of degree • 3+ years benefits consulting experience required • Licensed in Life / Health required • Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products • Must have practical knowledge of quoting process and tools • Proficient in Microsoft Excel and familiar with database applications • Must be able to pass a pre-employment criminal background check and drug screen