Managing Consultant

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services, technology-based tools, and a team of advisors that cares deeply.

Responsibilities

• Maintains book of fee/commissioned revenue business.
• Handles all aspects of client project work for medical and ancillary lines, including renewal negotiations, marketing projects, pre-renewal forecasting analysis, claim projection analysis, and full-insured/self-insured funding alternatives.
• Leads strategic planning, cost/benefit analysis, and budget forecasting projects.
• Builds and maintains relationships with assigned clients, ensuring prompt attention to their requests.
• Attends and organizes client meetings to discuss financial and service issues.
• Strategizes with clients on open enrollment communications, including conducting employee meetings.
• Develops relationships with insurance carriers to gain marketplace awareness and secure competitive costs for clients.
• Utilizes D365 to maintain client information and workflows.
• Identifies new trends and developments in the insurance marketplace.
• Assists Producers in pursuing new business opportunities with existing and new clients.
• Supports training and development of employee benefit-related products.
• Interfaces with new and current clients for service and related needs.
• Completes special projects as assigned.
• Analyzes and reviews Due Diligence for Private Equity partners and clients undergoing mergers and acquisitions.
• Manages project reports for various Private Equity partners.

Requirements

• Strong knowledge of Benefit insurance coverage.
• Proficiency in Microsoft Word, Outlook, Excel, PowerPoint, Adobe Acrobat, and D365 (CRM system).
• Ability to manage client needs and multiple tasks efficiently.
• Strong organizational skills.
• Critical thinking and attention to accuracy and detail.
• Excellent interpersonal skills and a pleasant disposition.
• Ability to work well with others in a fast-paced environment.
• Team-oriented mindset.

Qualifications

• At least 10 years of experience in the employee benefit field.
• College graduate.
• Brokers License.

Miscellaneous

• May require lifting packages up to 25 pounds.
• Up to 25% local travel time is necessary to meet client needs; occasional national travel may be required.

Pay

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. Some roles are eligible for variable compensation, commission, and/or annual bonus based on individual and company performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Employee perks and discounts.