Employee Benefits Consultant

Risk Strategies • Mt. Pleasant, WI

2d

About The Position

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our Employee Benefits team! This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities.

Requirements

• Active Life/Accident and Health Insurance Agent License
• Bachelor’s degree, preferred
• 1-3+ years functioning in Employee Benefits Department at agency or company level, preferred
• Proficient in Microsoft Office Suite

Responsibilities

• Develop and execute client benefit strategies; advise clients on all areas of compliance.
• Assist in preparing requests for proposals and renewals of benefit coverage.
• Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail.
• Partner with team leader to lead client meetings and presentations, and onboard new clients.
• Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate
• Work with team to develop reporting requirements and any deviations or customizations in those reports.
• Participate in market meetings, client functions, industry seminars and training programs as directed.
• Maintain intermediate knowledge of benchmarking, reporting & analytics, compliance, and regulations in the benefits arena.
• Perform miscellaneous duties and projects.

What This Job Offers

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