Benefits Consultant
Core
Project management of an assigned book of business for employee benefits, including day-to-day operations, client communication, and coordination of service processes.
Role type
Benefits Consultant
Builds
Employee benefits solutions (Medical, Dental, Vision, Disability, Life) for assigned client groups
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
project management, employee benefits knowledge (Fully Insured, Self-Funded, HIPAA, COBRA, PPACA), client relationship management, compliance review, open enrollment coordination, Microsoft Office (PowerPoint, Excel, Word)
Preferred skills
AMS360, ImageRight
Technologies
AMS360, ImageRight, Microsoft Office
Responsibilities
manage project lifecycle for assigned groups, accompany brokers on prospect visits, coordinate onboarding and team assignment, produce client deliverables (reporting, renewals, guides), formulate go-to-market strategies, review existing plans for gaps/compliance, coordinate with marketing/finance for RFPs and timelines
Seniority
Mid-level, hands-on project management