Posting Description

Basic Function: This position will have the responsibility to provide national client advisory and consultative services for all health and welfare plans and services. Responsibilities include, but are not limited to, providing monthly and quarterly reporting, strategic analysis, compliance and legislative guidance, contract and performance standards review, HR procedures assistance, communication and accountability internally and externally, and overall client retention and service. This is a full-time
exempt position. The select candidate must be able to work from the Charlotte, NC office. We are open to those who are looking to relocate within a reasonable time and at own cost.

Principal accountabilities:
Essential Core Duties and Responsibilities
• Strategic planning and oversight
• Monthly reporting and guidance
• Quarterly analysis with recommendations
• 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, policies, 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
• Assist and organize the onboarding process for all new business cases and new business lines on designated accounts

Required Skills
• Exceptional written, oral, interpersonal communication skills
• Advanced MS Office skills, including Excel, Word, and Powerpoint
• Strong client development and relationship building skills
• Ability to work both independently and within a team environment
• This role does not have a sales requirement. Having the ability to prospect/refer new business is ideal and there is a referral award program in place
• This role is not slated to have management over direct-reports. Having the ability to teach, train and guide supporting staff is ideal

Desired Qualifications:
• The successful candidate will have 8+ years of Client Management experience in Employee Benefits.
• Self-funded Plans experience is required. Covering: carve out pharmacy, core benefits, voluntary benefits, ancillary benefits, and enrollment/eligibility systems options for clients.
• Bachelor Degree required. Post-graduate degree preferred

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 $113,000 - $201,000. 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.

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