Client Advisor - Employee Health & Benefits
About The Position
As a Client Advisor on the Employee Health & Benefits team, you will work closely with producers and clients to develop effective employee benefits programs. You will provide strategic and tactical consulting for an assigned book of business by building effective business relationships, delivering proactive client service, managing renewals, and resolving ongoing issues. You will also support the development of new business opportunities through prospects and existing relationships. The role includes partnering with Producers to provide strategic, tactical, and collaborative consulting, and working with the Actuarial team on claims and utilization analysis, projections, and contribution modeling for self-funded clients.
Requirements
- Bachelor’s degree or equivalent work experience.
- Working knowledge of employee benefit plans and at least 7 years of industry experience.
- Demonstrated relationship management skills and at least 3 years of client management responsibilities.
- Experience managing, implementing, and renewing group health and welfare plans, including medical, dental, ancillary, FSA, and COBRA plans.
- Working knowledge of ACA, HIPAA, ERISA, and other state and federal employee benefit regulations.
- Strong understanding of employee benefit plan challenges, current health care trends, and underwriting and financial techniques.
- Ability to coordinate multiple projects and deliver accurate, timely client work, with effective problem-solving and resolution skills.
- Strong organizational, project planning and management, analytical, and multitasking skills.
- Excellent relationship-building and presentation skills.
- Superior listening, verbal, and written communication skills.
- Proficiency with Microsoft Office suite.
- State Life/Health insurance license required; it can be obtained after hire.
- Ability to lead a small team and work toward common goals.
- Ability to provide strategic, tactical, and collaborative consulting in partnership with Producers.
Responsibilities
- Develop effective employee benefits programs in collaboration with producers and clients.
- Provide strategic and tactical consulting for an assigned book of business.
- Build effective business relationships and deliver proactive client service.
- Manage the renewal process and provide ongoing problem resolution.
- Support development of new business opportunities through prospects and existing relationships.
- Manage, implement, and renew group health and welfare plans, including medical, dental, ancillary, FSA, and COBRA plans.
- Coordinate multiple projects and ensure timely and accurate client deliverables.
- Lead a small team toward common goals.
- Provide strategic, tactical, and collaborative consulting in partnership with Producers.
- Perform claims and utilization analysis, projections, and contribution modeling with the Actuarial team for self-funded clients.
Benefits
- Generous time off, including personal and volunteering time.
- Tuition reimbursement.
- Professional development opportunities.
- Hybrid work.
- Charitable contribution match programs.
- Stock purchase opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
