Consultant

Acrisure • San Jose, CA

1d • $150,000 - $150,000 • Onsite

About The Position

The Consultant, Alternative Funding Division (AFD), plays a key role in supporting the agency’s alternatively funded employer medical plan business. This individual will partner closely with producer teams within their designated region to support self-funding initiatives, including prospecting, advisement, and assessment of groups evaluating a transition to self-funding. The Consultant will work collaboratively with the AFD Analyst to assist in pricing RFPs for stop-loss, pharmacy benefit management (PBM), Third Party Administrator (TPA), and carve-out arrangements. The Consultant serves as a subject matter resource on self-funding concepts and assists in advancing the agency’s growth objectives through strategic advisement, education, and producer support.

Requirements

• Bachelor’s degree in Business, Finance, Healthcare Administration, or a related field—or equivalent experience.
• 5+ years of experience in the employee benefits industry, preferably with exposure to alternative-funding and self-insured medical plans.
• Strong understanding of self-funding principles, including stop-loss, PBMs, TPAs, and cost-containment strategies.
• Demonstrated ability to work collaboratively with sales and client service teams.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Ability to manage multiple projects and priorities effectively.
• Strong interpersonal skills and ability to build trust with internal and external stakeholders.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

• CEBS, CBP, CLU, or RHU
• Active Life & Health insurance license

Responsibilities

• Producer Support: Collaborate with regional producer teams to provide subject matter expertise on self-funding strategies, funding arrangements, and vendor selection.
• Prospect Engagement: Support prospecting efforts by assessing employer groups’ suitability for self-funding and assisting in the development of customized recommendations.
• RFP Assistance: Partner with the AFD Analyst to develop and price RFPs for stop-loss, PBM, TPA, and carve-out arrangements, ensuring competitive and comprehensive proposals.
• Client Advisement: Provide consultative guidance to self-funded clients and prospects to optimize plan performance, manage risk, and control costs.
• Vendor Collaboration: Support the evaluation and coordination of key vendor relationships, including TPAs, PBMs, stop-loss carriers, and point solution partners.
• Internal Education: Assist in developing and delivering educational materials and training sessions for internal producers and staff on self-funding concepts and best practices.
• Market Intelligence: Maintain current knowledge of industry trends, emerging risk mitigation solutions, and regulatory updates impacting self-funded plans.
• Cross-Functional Collaboration: Work closely with underwriting, analytics, and client service teams to ensure cohesive and effective delivery of alternative funding solutions.
• Relationship Building: Foster and maintain productive relationships with clients, prospects, and vendor partners to support the agency’s growth objectives.

Benefits

• Competitive salary and benefits package commensurate with experience.
• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level