Benefits Consultant - Health & Welfare Southern CA

Job Description

Rael & Letson is an independent employee benefits consulting and actuarial services firm. We serve as a trusted advisor to multiemployer and other retirement and health plans, helping bring high quality benefits to working people. We partner with our clients to design, implement, evaluate and communicate innovative and cost-effective benefit programs customized to their unique needs. Our clients rely on our deep industry expertise and experience to achieve their plans' goals.

The Health & Welfare Benefits Consultant develops and manages client relationships, leads consulting activities, coordinates with internal client teams to complete required work, and participates in the development of the firm. The role of the Benefits Consultant is to:

Manage client relationships, including:

• Establishing rapport and building effective working relationships with clients and their organizations
• Understanding client issues, anticipating client needs, and identifying potential solutions
• Attending regularly scheduled client meetings
• Collaborating with other professional service providers (administrators, attorneys, auditors, etc.)
• Presenting complex information in terms that clients can act upon

Direct consulting activities, including:

• Project management
• Coordinating and directing Rael &Letson client teams in ongoing consulting work and special projects
• Providing creative, innovative and strategic expertise to clients and colleagues around issues and emerging developments in the employee benefits industry
• Managing relationships with carriers, vendors and benefit providers, including negotiation of contracts and renewals

Manage and grow business, including:

• Managing client revenue and profitability
• Collaborating with others in Rael & Letson to address clients’ needs through our full array of services.
• Building and maintaining effective and influential client relationships and networks
• Leading and/or participating in new business development initiatives for existing and prospective clients

Professional and firm development, including:

• Participating in training and professional development to further knowledge and expertise
• Attending and contributing to Health & Welfare Practice and Firm meetings
• Playing a proactive role in mentoring and training staff
• Contributing to special projects or assignments within the Practice

• Strong analytical and problem-solving abilities
• Excellent verbal and written communication skills
• Effective presentation skills, in-person and virtual
• Ability to work in a fast-paced environment and manage multiple priorities
• Willingness to travel as needed to meet with clients and prospects
• Demonstrated success as a relationship builder/collaborator
• Ability to work independently as well as in a team
• Computer / Software skills:
  Strong proficiency with general Office software such as Word, Excel, PowerPoint, Outlook, SharePoint, Teams
• Strong understanding of financial reports, renewal calculations, annual projections, etc., and ability to conduct a high-level review and assess reasonableness of results

• Work Experience:
  
  Minimum of 8 years of experience within an employee benefits consulting firm and/or related professional services environment involving exposure to health plan strategies, concepts/approaches, design and implementation
• Experience with multiemployer and/or public sector health and welfare benefit plans
• Certificates and Licenses:
  Appropriate insurance licensing; CEBS and/or Actuarial credential(s) a plus

• This Consultant position is based in Southern California. Our physical office is located in San Diego but Consultants have the ability to work remotely from anywhere in the region. The ability to attend client and team meetings in person is required. Travel for business may be required up to 15% of the time, including some overnight trips.

We are a friendly, professional team and are open to flexible work arrangements (including…