Employee Benefits Sr Population Health Management Consultant

About the Role

Create and implement effective wellness and population health management (PHM) strategies to reduce costs, improve member health status, and attract and retain talent. Assist with new business sales and retain existing clients with 100+ employees by providing tools, resources, and support. Identify vendor resources to support national PHM initiatives.

Responsibilities

• Participate in briefings and sales presentations for potential clients with 100+ employees.
• Act as an expert in data management tools, reviewing USI’s concepts, practices, and service expectations.
• Develop responses for Request for Proposals (RFPs).
• Analyze and recommend vendor/carrier-based services, products, and pricing.
• Work with clients and vendors to establish baseline metrics and methodology for ongoing monitoring.
• Serve as a liaison between USI, insurers, and outside vendors.
• Partner with internal teams to create customized wellness strategy options for clients, focusing on metrics, outcomes, education, programs, and policy/environment.
• Create PHM program implementation communication materials, including emails, flyers, and brochures.
• Consult with client communication teams and outside vendors on materials.
• Review client utilization and cost data to identify PHM opportunities and recommend strategies.
• Meet with $100,000+ clients to review annual wellness statistics.
• Participate in national team meetings and monthly team calls.
• Implement USI strategy with new clients and transition existing clients to appropriate platforms.
• Maintain data tracking tools for corporate reporting.
• Collaborate with internal teams to create sales tools and enhance client communication materials, including marketing materials, case studies, and national newsletters.
• Work with the national PHM team to identify key vendor resources supporting the CORE HEALTH strategy.
• Identify additional no-cost or low-cost vendors and service providers, as well as fee-based services.
• Build and maintain vendor relationships.
• Develop a collection of products, services, and materials to support client wellness programs, including turn-key solutions, webinars, and seminar content.
• Develop and deliver PHM training to internal and external audiences in line with national strategies and initiatives, including wellness seminar content for prospects and clients.
• Develop an internal training calendar for the region.
• Work with internal partners and carriers to ensure accurate and timely responses to issues.
• Stay current with industry trends, new products, and competition, including medical carrier and corporate wellness programs and initiatives.
• Educate benefits consultants and account executives.

Requirements

• 5+ years of experience working directly with wellness/health promotion programs.
• Bachelor’s degree required; Master's degree preferred, with a concentration in health sciences (e.g., nutrition, sports/fitness, or nursing).
• Must hold or be willing to obtain a state Life, Accident, and Health insurance license.
• Travel up to 50% of the time.
• Basic knowledge of medical terms, including chronic conditions such as high cholesterol, high blood pressure, and diabetes.
• Experience with strategy development, health-related policy, and environmental interventions.
• Some industry (carrier/broker/vendor) exposure preferred.
• Experience preparing and delivering presentations and facilitating decision-making.
• Ability to convey complex information to a wide variety of audiences, including small and large groups, employees, mid-level managers, and senior leaders.
• Self-motivated with a “whatever it takes” attitude to ensure client satisfaction.
• Working knowledge of Microsoft Office suite (Word, Excel, PowerPoint).
• Ability to multi-task and prioritize workload in a fast-paced, team environment.
• Strong organizational and communication skills.

Benefits

• Competitive pay, incentives, and benefits.
• Comprehensive health, welfare, and financial benefits, including medical, wellness, dental, and vision coverage.
• 401(k) retirement plan, flexible spending accounts, and health savings accounts.
• Short- and long-term disability, life insurance, and other employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave, and paid holiday time.
• Employee reward and recognition programs, including the Summit Awards program.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.

About the Company

USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide. The company offers a dynamic personal and professional development culture, investing heavily in employee growth and success through unique reward and recognition programs.

USI’s value proposition, the USI ONE Advantage®, delivers robust risk management and benefit solutions with measurable financial impact. The company is committed to diversity, inclusion, and community engagement, supporting local non-profits, environmental sustainability, and fostering an inclusive workplace.

USI has been nationally recognized as a top insurance employer, earning accolades such as:

• One of Insurance Business America’s Top Insurance Employers (2018–2025).
• Named to Business Insurance’s Best Places to Work in Insurance (2020–2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance (2024–2025).
• Certified as a Great Place To Work (2024–2025).