Summary: This is a full-time, exempt position responsible for delivering high-level client advisory and consultative support across a full suite of health and welfare plans and services. Key responsibilities include preparing and presenting monthly and quarterly reporting, conducting strategic and trend-based analysis, providing guidance on compliance and evolving legislation, reviewing contracts and performance standards, and supporting HR policy and process development to enhance overall client outcomes and operational effectiveness.
Principal accountabilities: - Assist with business development for self-funded and fully funded opportunities
- Quarterly analysis for existing large clients
- Consultative reporting on monthly, quarterly and annual basis
- Vendor liaison for clients for all service, billing and eligibility issues with carriers
- Responsible for meeting summaries and follow up with team members and external vendors
- Familiarity with carrier contracts, polices and differentiators
- Responsible for maintaining outstanding checklists and renewal timelines for assigned clients
- Effective delegation and follow up with senior team members
- Contract review and compliance support
- Ensure marketing spreadsheet terms are accurately implemented and documented
- Proactive customer service and HR support
- Communication, education and wellness support coordinated with team members
- Maintain files and databases
- Implementation and compliance support in coordination with team members
Desired Skills: - Exceptional written, oral, interpersonal communication skills
- Advanced MS Office skills, to include excel, word, power point
- Strong client development and relationship building skills
- Ability to work both independently and within a team environment
Desired Qualifications: - 5+ years direct Client Management experience in Employee Benefits.
- Bachelor Degree preferred.
- Experience in self-funded, core benefits, voluntary benefits, ancillary benefits, and enrollment/eligibility systems options for clients
Licensing/Certifications: - Resident state Life and Health Department of Insurance License
What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
