Employee Benefits Consultant

Responsibilities Establish relationships with assigned clients and assume the joint responsibility for client service and retention with the Vice President, Benefit Analyst and other members of the consulting team. Create the service plan, where applicable. Manage and complete assigned service plan activities and tasks, update service plan with completion dates. Develop and manage agency relationships with carriers, vendors, underwriters, and other service providers. Handle advanced client and insurer service (such as billing and claims resolution) requests while maintaining a concern for timeliness and completeness when interacting with customers, agency, and carrier personnel. Schedule/facilitate open enrolment meetings, client meetings and training sessions with client’s employees; group and/or individual basis to include online site training. Meetings to include with client, client employees via live, conference call or webinar. Review/quality check presentation materials, present open enrolment materials to clients and client’s employees live or via webinar. When necessary, aid in requesting/creating open enrolment materials, submission requests to marketing communication team for the benefit guide, etc. Coordinate the training of Human Resources/Benefit Administrators as necessary, which includes using carrier websites and train their staff and employees. Assist clients with on-going training. Conduct periodic coverage and service reviews with clients. Follow procedures within Applied EPIC. Provide client renewal details to entire team to ensure smooth transition on requesting and processing carrier paperwork. When necessary, aid in completing necessary paperwork. Inform, educate and make recommendations to clients about benefit administration systems as well as various other technology platforms and systems. Maintain ongoing training in the areas of healthcare reform and compliance (i.e. ACA Reporting, COBRA, DOL Audits, ERISA, FMLA, HIPAA, etc.). Assist consulting team as necessary with wellness, compliance and other services to clients Responsible for understanding new and existing carrier products/services and underwriting requirements. Perform other duties as requested including exercising discretion and judgment prioritizing workload. Education and Experience Required Life and Health License must be obtained within 75 days of the first day of New Hire Onboarding Understanding and skilled at all basic computer and technology tools Demonstrated presentation skills for effective communication both verbal and written with the ability to influence external and internal clients. Excellent administrative skills, especially in MS Outlook, MS Word, MS Excel and MS PowerPoint. Must be willing to travel as required Extremely Detailed and Organized Sense of urgency and works well under pressure Analytical – technically oriented Strong attention to detail and follow-through Self-confident Ability to communicate with all levels of individuals Benefits Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities #J-18808-Ljbffr