Senior Consultant - Health & Welfare Benefits

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
• 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

Benefits

Bolton offers a comprehensive benefits package, including family medical, dental, and vision coverage, employer-paid life and disability insurance, a 401(k) with company match (after 6 months), paid holidays, vacation, and sick leave, hybrid telework arrangements, a monthly fitness stipend, and ongoing professional development and growth opportunities.

Pay

$170,000 - $220,000

Schedule

Full-Time | Exempt