Senior Benefits Consultant

Bridge Specialty Group • Maitland, FL

14d

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant to join our growing team in Maitland, FL . The Senior Benefits Consultant role is primarily responsible for assuming overall responsibility for the project management of an assigned book of business including but not limited to; day-to-day operations, effectively communicating with internal support departments, and coordinating aspects of the service process provided to clients. How You Will Contribute Overall responsibility for the project management for all assigned groups. Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship. Communicate to onboarding team the new client details and provide the AOR letters. Coordinate with department heads to assign a dedicated team to the account, once a group has been sold. Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.) Formulate go to market strategy with client and communicate details to marketing team. Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc. Review all existing plans and COC’s. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc. Communicate to compliance on items that need to be implemented or reviewed for client Communicate with Communications team to establish open enrollment timelines. Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client. Meet with all department heads to regularly communicate progress and timelines for each client. Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc. Assist with RFP responses. Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary. Advise clients on all matters related to their benefits and resolve escalated issues from internal team. Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings. Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established. Travel to client sites as required. Perform other duties as assigned.

Requirements

• Florida License 2-15 or obtain within first 90 days
• Bachelor’s Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience.
• Travel – 30% minimum
• Strong knowledge of employee benefit concepts and practices including but not limited to; Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA
• Exceptional organizational and presentation skills
• Ability to act and motivate others to follow and achieve desired results
• Excellent verbal and written communication
• Strong ability to multi-task and handle multiple projects in fast paced environment
• Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word
• Routine travel which may require teammate to drive their own vehicle or a rental vehicle.
• Acceptable results of an MVR report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of the position.

Nice To Haves

• Working knowledge of AMS360 and ImageRight (preferred)

Responsibilities

• Overall responsibility for the project management for all assigned groups.
• Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship.
• Communicate to onboarding team the new client details and provide the AOR letters.
• Coordinate with department heads to assign a dedicated team to the account, once a group has been sold.
• Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.)
• Formulate go to market strategy with client and communicate details to marketing team.
• Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc.
• Review all existing plans and COC’s.
• Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc.
• Communicate to compliance on items that need to be implemented or reviewed for client
• Communicate with Communications team to establish open enrollment timelines.
• Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements
• Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client.
• Meet with all department heads to regularly communicate progress and timelines for each client.
• Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc.
• Assist with RFP responses.
• Provide due diligence data requests, reviews, and executive summary.
• Present to diligence team your finding and the executive summary.
• Advise clients on all matters related to their benefits and resolve escalated issues from internal team.
• Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings.
• Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established.
• Travel to client sites as required.
• Perform other duties as assigned.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
• Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

What This Job Offers

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