Managing Consultant
Core
Retain and grow relationships for assigned group benefits clients, identifying products and solutions to enhance their benefits journey.
Role type
Managing Consultant (Group Benefits)
Builds
Client retention strategies, cross-sell opportunities, cost comparisons, and client presentations
Domain
Insurance / Group Benefits
Deliverable
client delivery
Required skills
group benefits industry knowledge, funding arrangements understanding, data analysis, carrier proposal evaluation, client presentation delivery, technical and peer review, new business implementation coordination, multi-channel technology proficiency
Preferred skills
GBA or CEBS designation
Technologies
Microsoft Office, Adobe Acrobat, internal and external quoting systems
Responsibilities
Set strategic consulting plans for client relationships, identify cross-sell opportunities, review plan performance and client files, prepare market specifications, analyze data and carrier proposals, perform ad hoc claims data investigations, collaborate on client renewals and reporting, provide technical reviews, coordinate new business implementation, prepare client presentation documents, support working relationships with Plan Sponsors and Administrators, track ongoing work in workflow systems
Seniority
Mid-level, client-facing IC