Benefits Specialist, Large Client Strategy
Core
Creating polished client materials (presentations, reports, RFPs) and coordinating client campaigns for large clients.
Role type
Client-facing benefits strategy specialist
Builds
Client presentations, benchmarking reports, proposals, and employee communications
Domain
Group benefits and human resources consulting
Deliverable
product features
Required skills
Advanced PowerPoint, Canva, Adobe InDesign, CRM systems management, strategic client communication, campaign execution, time management
Preferred skills
Bilingualism, Group Benefits Associate (GBA), LLQP, Certified Employee Benefits Specialist (CEBS)
Technologies
PowerPoint, Canva, Adobe InDesign, CRM systems
Responsibilities
Develop client materials including presentations, benchmarking reports, proposals, and RFP submissions; Organize and execute client initiatives such as conferences, seminars, and campaigns; Collaborate with internal teams and insurance carrier partners; Design customized client communications aligning with brand standards; Manage competing priorities and deadlines
Seniority
Individual Contributor, experienced professional