Senior Strategy Consulting Associate

• Develop and execute comprehensive, multiyear benefit strategies for large and complex clients
• Own and manage the client Roadmap and coordinate the stewardship, pre-renewal, marketing, renewal, open enrollment, implementation, and post-renewal cycle
• Lead client strategy discussions and provide recommendations on funding arrangements, plan design, contribution strategy, employee engagement, vendor solutions, compliance, and cost management
• Manage annual renewal and marketing processes, including RFPs, proposal analysis, carrier and vendor negotiations, and client recommendations
• Provide strategic consulting for self-funded and complex funding arrangements
• Lead provider network analyses and evaluate pharmacy benefit strategies
• Advise clients on complex leave and disability programs and review ancillary benefit contracts
• Lead stop-loss placement and ongoing management and monitor stop-loss performance
• Review utilization, claims, pharmacy, financial, and large claimant reporting to identify trends, risks, and cost drivers
• Translate complex financial and clinical data into actionable client recommendations
• Partner with Producers on client meetings, executive presentations, finalist meetings, and new client onboarding
• Serve as primary strategic contact and escalation point for assigned clients
• Build relationships with client executives, HR leaders, finance teams, carriers, TPAs, PBMs, stop-loss carriers, and vendors
• Oversee implementation of benefit program changes, vendors, funding arrangements, and administrative solutions
• Advise on benefit compliance requirements, including ACA reporting, PCORI fees, ERISA requirements, and DOL audits
• Maintain knowledge of market trends, benchmarking, legislation, compliance, analytics, vendor solutions, and industry developments
• Provide guidance, technical support, and training to client service team members
• Mentor junior consulting staff and support professional development
• Delegate responsibilities and provide expectations, oversight, and feedback
• Document meeting outcomes, recommendations, decisions, and follow-up
• Participate in market meetings, client functions, industry seminars, and professional development programs
• Perform additional duties and strategic projects as assigned
• Travel as needed, including occasional overnight travel
• Conduct meetings outside standard business hours when reasonably required by client needs

• Bachelor’s degree in business, finance, healthcare administration, human resources, or a related field preferred
• L&H license
• Seven or more years of employee benefits experience within a brokerage, consulting, carrier, TPA, PBM, or related environment
• Demonstrated experience managing large, complex, and preferably self-funded clients
• Strong knowledge of self-funded medical plans, ASO arrangements, provider networks, pharmacy benefits, ancillary benefits, stop-loss coverage, and complex leave programs
• Experience leading benefit renewals, carrier and vendor marketing, financial analysis, contract review, negotiation, and implementation
• Ability to interpret complex carrier, ASO, PBM, stop-loss, and ancillary contract language and explain financial and operational implications to clients
• Understanding of benefit needs and contractual considerations for specialized industries and diverse employee populations
• Ability to develop strategic recommendations using claims, utilization, financial, pharmacy, network, and benchmarking data
• Strong project management skills, including timeline establishment, stakeholder coordination, prioritization, and accurate execution
• Ability to manage multiple complex client relationships in a fast-paced environment
• Strong leadership and mentoring skills
• Excellent written, verbal, presentation, negotiation, and interpersonal communication skills
• Strong judgment, resourcefulness, attention to detail, and problem-solving ability
• Ability to work independently, make sound decisions, and perform effectively under pressure
• Ability to collaborate effectively as a team member and team leader
• Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, Outlook, and Teams

Demonstrates expertise in developing and executing…