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Benefits Consultant

4 months ago


Berwyn, United States firstPRO, Inc Full time

• Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues

• Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis

• Determines the full scope of services to be provided to client

• Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates

• Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date

• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction

• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline

• Ensures client service team(s) exceeds client expectations

• Grows book through cross-selling opportunities

• Cultivates and maintains strong relationships with clients and carriers

• Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration

• Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships

• Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options

• Ensures accuracy of client data in CRM

• Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges