Consultant, Client Relationship Manager, Business

Responsibilities

• Develop and execute client benefit strategies; advise clients on all areas of compliance
• Assist in preparing requests for proposals and renewals of benefit coverage
• Provide client utilization and monthly financial reporting to clients with analysis of activity and large claim detail
• Partner with Producers to lead client meetings and presentations, and onboard new clients
• Delegate tasks, training, and onboarding as appropriate
• Participate in market meetings, client functions, industry seminars and training programs as directed
• Maintain knowledge of benchmarking, reporting & analytics, compliance, and regulations in the benefits arena
• Perform miscellaneous duties and projects
• Define and execute strategies to maintain ACA compliance and expanded benefit consulting services for clients
• Develop annual planning calendar for book of business
• Partner with Benefit Carriers to develop strategies and services to drive participant goals and ensure compliance with overall plan guideline and regulations
• Provide direction on client messaging strategy and media, and review client employee benefits related communications content
• Assist clients with inbound support related to short & long term benefits investment strategy, plan design, rates, and open enrollment tools
• Actively participate in client strategy discussions and provide strategic analysis and consulting expertise for clients’ benefit programs
• Manage client benefits program implementation and the annual client benefits renewal process
• Manage and facilitate client escalations for your clients
• Participate in and assist in oversight of compliance (1094/1095, PCORI, etc.), wellness and DOL audits for assigned clients
• Some travel required, including overnight travel
• Must be willing to conduct meetings after hours, as requested by clients

• Three plus years of experience working in carrier or broker related environment
• Ability to organize, prioritize and manage multiple clients
• Detail oriented, resourceful, strong decision‑making skills
• Effective verbal and written communication
• Excellent interpersonal skills and client service skills
• Ability to work autonomously and perform well under pressure
• Ability to participate both as a team member and as a team leader
• Ability to operate in a fast‑paced environment
• Project management skills necessary to successfully plan, manage and execute deliverables
• Proficient in Microsoft Office Suite