Posting Description

Summary:

Based in our Indianapolis office, our Employee Benefits Consultant serves as the strategic lead consultant for a portfolio of mid-sized and large employers, primarily in the 250+ employee segment, with exposure to large group and national accounts. The consultant will act as the primary advisor to clients, leading benefits strategy, renewal planning, financial management, and long-term program design while partnering closely with producers and internal subject matter authorities. This is an ideal opportunity, during a period of growth and momentum, for someone who enjoys the technical and consultative side of employee benefits and is confident leading strategic conversations that drive client outcomes!

At NFP, consultants lead through, setting the strategy for a dedicated service team that includes account managers, analysts, benefits coordinators, communications specialists, brokers, and HR technology experts.

Key Responsibilities:

Client Management

• Responsible for ongoing client satisfaction. Ensure clients receive timely and effective solutions to their needs, fostering long-term relationships.
• Be accountable for retaining clients, maintaining their ongoing satisfaction. Implement strategies to maintain high client retention rates and address any issues promptly.
• Focus on growing current clients, ensuring their needs are satisfied and finding opportunities for expansion. Absorb new clients into the book, providing them with exceptional service and support.
• Serve as the main strategic point of contact, addressing their needs and concerns. Deliver consistent and reliable support to clients, ensuring their dedication and positive experience.

Strategic Planning

• Take charge of accounts within the book of business, making strategic decisions to optimize benefits for clients. Develop and implement innovative strategies to improve client benefits and satisfaction.
• Identify and drive opportunities for client expansion, exploring new benefit options and solutions. Proactively seek ways to enhance client offerings and add value to their benefit plans.

Financial Management

• Be responsible for managing a book of $500k-5 million dollars of annual revenue. Ensure financial targets are met and optimize revenue streams through effective client management.

Team Collaboration

• Collaborating with the Account Manager Team on annual execution of core work, ensuring all deliverables are met.
• Coordinate and be responsible for the completion of key projects and initiatives throughout the year.
• Collaborate closely with the Managing Consultant and Producer to ensure the success of each account. Work together to align strategies and goals, ensuring seamless service delivery.

Industry Knowledge

• Stay informed about industry trends, new strategies, and innovative solutions. Continuously update knowledge to provide clients with the latest and most effective benefit options.
• Provide thought leadership and innovative solutions to clients, positioning the company as a leader in the industry. Share insights and expertise to help clients navigate complex benefit landscapes.

Knowledge, Skills, and/or Abilities:

• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Proven track record to manage client relationships and anticipate client needs.
• Excellent communication skills, both written and oral.
• Advanced Excel and PowerPoint skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving abilities.
• Passion for developing and building strength and capabilities in a team.

Education and/or Experience:

• 6+ years of experience in employee benefits or a related field.
• Preferably a bachelor's degree.

Certificates, Licenses, Registration:

Life & Health 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 $90,000 - $150,000. 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.