VP, Senior Benefits Consultant

Overview

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

• Responsible for employee benefits account management responsibilities, including day-to-day client contact. Utilizes technical expertise to retain present clients.
• Administers marketing and renewal functions. Assists clients with daily service functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients.
• Independently evaluates financial and utilization metrics for clients, including monthly financial reports, utilization metrics, and benchmarks, and assists with other ad hoc reports and analysis.
• All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks.
• Fully manage book of business, retention and growth. Develop and execute client benefit strategy.
• Independently advise clients on all areas of compliance. Maintain a proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics and perform these functions with little guidance.
• Serve as a strategic resource, lead financial strategy, and manage client escalations.
• Monitor, prepare and review monthly financial reports; send to clients with analysis of activity and large claim detail.
• Prepare proficient level financial/underwriting exhibits as requested, including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
• Develop proficient level reporting requirements and any deviations or customizations in those reports.
• Lead client meetings, presentations and onboarding of new clients.
• Participate in market meetings, seminars and training programs.
• Provide guidance and training to Consultants/Account Managers and Analysts.
• May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc.

• Minimum of 4 year degree or equivalent work experience required.
• 9+ years employee benefits experience with thorough understanding of employee benefits.
• 4+ years financial experience.
• Proficient with MS Office Suite.
• Microsoft Excel – strong to expert level skills required.
• Ability to maintain a high level of confidentiality.
• Excellent verbal and written communication skills.
• Strong analytical and critical thinking ability.
• Ability to work independently.
• Detail oriented with excellent organizational skills.
• Must obtain and maintain active Life/Accident and Health Insurance Agent License.
• This position may require routine or periodic travel which may require driving own vehicle or a rental vehicle. If required, acceptable Motor Vehicle Record results at hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan Assistance;
  Tuition Reimbursement
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.