Employee Benefits Client Consultant - Remote

Patra Corporation

82d

About The Position

The Client Consultant oversees the day-to-day servicing and managing of assigned group of clients and their processes as well as coordination of offshore teams. The Client Consultant candidate needs to be effective at time management and teamwork, possess excellent written and verbal communication skills, be highly adaptable and able to problem solve. This is a work from home position.

Requirements

• Minimum 5+ years Employee Benefits industry experience
• License preferred but not required
• Experience working Agency Management & Benefit Administration Systems
• Comprehensive knowledge of various lines of Health Insurance Coverages

Nice To Haves

• Knowledge and experience with various Agency Management Systems
• Proficient in Microsoft Suite: Excel, PowerPoint, Word
• Experience with Outlook, Zoom and Power BI

Responsibilities

• Manage Client Relationships: Involvement in service implementations, regular check-in calls, expand and cross-sell services
• Manage Processes: Gather and analyze data, create action plan, execute service improvements and efficiencies, monitor average handling and turnaround times, update Job Aids and Workflows, troubleshoot errors/issues
• Manage Offshore Teams: Meetings with teams, monitor staffing changes, analyze and resolve production issues, train offshore teams
• Invoicing: Review, update and analyze monthly billing reports and deliver to clients. Follow up on account receivables
• Stewardships: Presentation creation and delivery of presentation to client
• Sales Support: Assist on prospect calls, support sales with concerns/questions, other internal meetings with sales
• Corporate Duties: Department monthly meetings, seminars/training on Patra University, IT training, licensing updates, HR requests/updates, submit expenses, other training as scheduled
• Mentoring: Mentoring & training Associate Client Consultants, helping peers with questions
• Consulting and/or helping with other resources and depts
• Projects as assigned

Benefits

• Competitive Salary
• Benefits
• PTO

What This Job Offers

• Job Type: Full-time
• Number of Employees: 5,001-10,000 employees