Consultant - Employee Benefits

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

The Consultant serves as the primary business contact for the client and is responsible for client satisfaction. The person in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure legendary service delivery. In addition, the Consultant will build relationships with clients to encourage new and repeat business opportunities.

The Consultant is accountable for revenue/profitability for client accounts.

• Leads client teams’ projects, deadlines, and meetings utilizing project management tools.
• Ensures compliance with professional standards, including use of templates, client calendar, and peer review process.
• Develops employee communications strategy and oversees other team members in its execution, including management of the open enrollment process.
• Establishes necessary carrier/vendor relationships with appropriate contacts to serve clients in administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments.
• Works directly with the client and manages the request for proposal (RFP) process with health insurance carriers, internal underwriters, and account managers.
• Reviews the underwriter and/or account manager’s compilation of health benefits information from multiple sources, responses from carriers, and provided data; reviews transparency documents and maintains all appropriate files.
• Peer‑reviews RFP information, analyzes and interprets results, edits and finalizes executive summary reports to be sent to the client.
• Reviews claim and utilization data from insurance carriers on a consistent basis; analyzes and interprets data for trends, peer‑reviews customized reports, and submits reports to the client, responding to questions as appropriate.
• Creates client presentations using Excel and PowerPoint to summarize data obtained from vendors or Relation consultants.
• Develops benchmarking reports by gathering health benefits data to compare a client’s plan information to other companies by industry or geography and provides the information to the client.
• Gathers necessary data from vendors or clients; reviews it to ensure it is complete, accurate, and reasonable.
• Values medical, dental, and prescription drug plan designs by entering plan design information into an Excel spreadsheet to develop relative cost differences between designs, allowing comparison of the client’s current plan to alternative designs.
• Develops employee contribution scenarios by entering current contribution data into an Excel spreadsheet and projecting contributions to the next plan year, taking into account the client’s cost‑sharing goals.
• Reviews external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements.
• Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client’s benefits for accuracy.
• Understands and demonstrates project management and consulting skills.
• Develops employee communication materials such as benefit brochures, open enrollment presentations, employee memos, etc.
• Recommends process improvements as needed.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best‑in‑class client service experience.
• Performs other projects, duties, and tasks as assigned.

• Life Accident & Health License from state of domicile is required and must be maintained.
• Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.).
• High School Diploma or equivalent required.
• F…