Senior Consultant - Health & Welfare Benefits
Location: Blue Bell, PA | Department: Health | Employment Type: Full-Time, Exempt
About The Role
Bolton is seeking a seasoned Senior Consultant with deep expertise serving Taft-Hartley and multiemployer health & welfare plans. This individual will serve as a strategic advisor to Boards of Trustees, Fund Offices, and union/employer leadership – guiding plan design, financial strategy, compliance, and long-term sustainability. This role is ideal for a consultant who thrives in complex environments, builds trusted relationships with labor and management stakeholders, contributes to firm growth, and brings both strategic vision and technical depth to client engagements.
Responsibilities
- Serve as the lead advisor to assigned Taft-Hartley and multiemployer health & welfare plans
- Partner directly with Boards of Trustees and Fund leadership to develop sustainable benefit strategies
- Conduct and present detailed claims analysis, contribution modeling, and long-term funding projections
- Lead renewal strategy, carrier negotiations, and vendor performance management
- Design and implement medical, pharmacy, dental, vision, life, disability, and specialty benefit programs
- Guide trustees through regulatory requirements, including ACA, ERISA, HIPAA, and other applicable multiemployer regulations
- Prepare and present financial reports, benchmarking analyses, and strategic recommendations at trustee meetings
- Oversee RFP processes and vendor transitions, ensuring alignment with fund objectives
- Collaborate with internal teams to deliver actuarial, underwriting, compliance, and analytics services
- Identify opportunities to expand existing client relationships and cultivate new Taft-Hartley business opportunities
- Participate in finalist presentations, industry conferences, and relationship-building within the labor and multiemployer community
- Mentor consultants and analysts supporting Taft-Hartley engagements
Requirements
Required Qualifications
- Bachelor’s degree or equivalent professional experience
- 15+ years of experience in health & welfare consulting, with significant experience serving Taft-Hartley or multiemployer plans
- Deep understanding of collectively bargained benefit structures and trustee governance models
- Expertise in health plan funding strategies, reserve analysis, contribution modeling, and claims evaluation
- Strong executive presence and experience presenting to Boards of Trustees
- Demonstrated ability to manage complex engagements while advancing client growth opportunities
- Advanced proficiency in Excel, PowerPoint, and financial modeling
- Working knowledge of ACA, ERISA, HIPAA, and multiemployer compliance requirements
Preferred Qualifications
- CEBS designation or actuarial/underwriting training
- Maryland Health & Life license (or ability to obtain within first year)
- Experience supporting jointly managed labor-management benefit funds
Travel
Approximately 30% regional travel (land and air).
Benefits
- Family medical, dental, and vision coverage
- Employer-paid life and disability insurance
- 401(k) with company match (after 6 months)
- Paid holidays, vacation, and sick leave
- Hybrid telework arrangements
- Monthly fitness stipend
- Ongoing professional development and growth opportunities
Pay
$170,000 - $220,000