Performance Manager, Benefits Advisory
Overview
The Manager, Benefits Advisory at Artex is responsible for managing client accounts, identifying and executing on benefit strategies, and ensuring quality delivery of services to the client. This individual is also responsible for client retention. Key responsibilities include collaborating with senior benefits consultants, preparing and monitoring project plans, and participating in client meetings.
Responsibilities
- Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables.
- Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients.
- Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track.
- Participate in client meetings as requested and anticipate client needs and questions.
About You
- Required: Bachelors Degree and 5 Years Related Experience
- Preferred: 2-3 years of insurance brokerage/agency experience
- CEBS (Certified Employee Benefits Specialist) or have obtained their life and health insurance license
Knowledge
- Solid technical knowledge and experience working with Excel, Word and PowerPoint
- Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance
- Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress
- Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter
- Successfully tailor communications to the audience, as appropriate
- Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity
- Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work
- Flexible, adaptable, and able to work under tight deadlines or changing needs
- Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas
Compensation and Benefits
We offer a competitive and comprehensive compensation package, including a base salary range, medical/dental/vision plans starting from day one, life and accident insurance, a 401(K) and Roth options, tax-advantaged accounts (HSA, FSA), educational expense reimbursement, paid parental leave, and more. Additional benefits include digital mental health services (Talkspace), flexible work hours, training programs, Gallagher Thrive program (elevating your health through challenges, workshops, and digital fitness programs for your overall wellbeing), charitable matching gift program, and more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity. Click Here to review our U.S. Eligibility Requirements.