Senior Consultant, Health & Welfare Benefits (Remote)

Key Responsibilities

• Client Engagement, Satisfaction, and Delivery
• Independently manages multiple client engagements and owns defined workstreams from start to finish.
• Develops client-ready analyses, insights, and deliverables across health and welfare strategies, including medical, pharmacy, wellbeing, and point solutions.
• Develops and monitors engagement work plans, timelines, and milestones; proactively identifies risks, dependencies, or scope changes and escalates as appropriate to project and practice leadership to support on-time, high-quality delivery.
• Collaborates with internal project teams, subcontractors, and external partners, coordinating closely with senior leaders to ensure effective execution of assigned projects.
• Maintains organized project documentation, data files, and work products.
• Presents findings to client teams with clarity and confidence, alongside and with review from senior leadership.
• Partners with leadership to ensure recommendations are practical, data-driven, and aligned with client objectives and PBGH advisory principles.
• Translates key findings into externally facing white papers, briefs, and presentations, with senior leadership input, to advance collective impact.

Financial Mastery, Data Analytics and Insights

• Analyzes employer demographics, claims, utilization, cost, quality, and performance data, including self-funded medical and pharmacy claims.
• Led financial evaluations, including pricing, budgeting, forecasting, premium-equivalent rate setting, contribution modeling and working knowledge in IBNR and stop-loss.
• Applies analytical tools, methodologies and comprehensive health and welfare benefits knowledge to assess plan performance, vendor effectiveness, cost drivers, and improvement opportunities, aligning findings with PBGH advisory principles.
• Supports development and application of analytic solutions leveraging emerging datasets (e.g., Transparency in Coverage, Hospital Price Transparency).
• Translates complex data into clear narratives, executive summaries, and actionable insights for employer audiences, incorporating feedback from senior leadership as appropriate.
• Contributes to standardized tools, templates, and methodologies to support scalable consulting delivery.

Solutions Development and Strategic Impact

• Creates and documents methodologies, analyses, and insights to ensure rigor, consistency and alignment with PBGH advisory principles.
• Stays current on market trends, regulatory developments, and innovations across the health benefits landscape, sharing relevant implications with leadership and colleagues.
• Shares learnings and best practices with colleagues to continuously improve service delivery.

Vendor Management

• Manages the RFP/RFI process, including drafting questionnaires, interfacing vendors, evaluating proposals and responses, preparing and presenting results and recommendations to employers, and conducting vendor/finalist interviews, with input and oversight from senior leadership.

Compliance and Regulatory Oversight

• Possesses fundamental knowledge of health and welfare program compliance and regulations, including but not limited to, ERISA, ACA, CAA, HIPAA, COBRA, Section 125, and MHPAEA.
• Applies analytical rigor to conduct reviews of plan fiduciary and health plan compliance, contracts and agreements, identify potential risks and liabilities, and develop and implement strategic corrective action plans to address non-compliance issues.
• Demonstrates track record of self-directed professional development and a commitment to staying current in a rapidly changing legal landscape and utilizing legal and industry research tools (e.g., Bloomberg Law, Federal Register, National Conference of State Legislatures) to independently resolve complex compliance inquiries.

Growth and Sales

• Supports prospecting efforts and proposal development, including drafting scopes, workplans, timelines, and fee estimates.
• Affords assistance with responses to RFPs, RFIs, and grant-funded opportunities as needed.
• Participates in client relationship development through excellent service delivery and responsiveness.
• Identifies opportunities for follow-on work and flags potential expansion areas.
• Supports technical learning opportunities for members.
• Tracks activity with current and potential clients in Asana and Salesforce.