Benefits Consultant

2 weeks ago

New York, New York, United States Conner Strong & Buckelew Companies, LLC Full time
Job Title: Associate Consultant

Conner Strong & Buckelew Companies, LLC is seeking a highly skilled Associate Consultant to join our team. As an Associate Consultant, you will play a key role in servicing a portfolio of accounts, working closely with our Employee Benefit Consultants to ensure client satisfaction and retention standards are met.

Key Responsibilities:
  • Support the Employee Benefit Consultant as a key member of the service team to assure client satisfaction and retention standards are met.
  • Analyze and negotiate rate renewals and year-end financials on behalf of clients, collaborating with the Employee Benefit Consultant.
  • Participate in client strategy process to ensure effective development of bid specifications, vendor selection, and management of RFP process.
  • Responsible for analyzing employee benefit programs, contribution policy, eligibility requirements, and client objectives.
  • Develop plan design recommendations, operating within client's budgetary constraints and servicing and administrative requirements.
  • Remain current on industry trends and information, new product information, legislation, regulatory requirements, coverages, compliance, and technology.
  • Communicate changes and address issues with clients on a proactive basis.
  • Look for opportunities to increase revenue within the portfolio.
  • Preparation and presentation of reports.
  • Update and access Benefit Point as needed.
  • Mentor Client Service Associate and serve as a backup to Associate Consultants and Employee Benefit co-workers on other service teams.
Requirements:
  • Minimum of 5 years of middle market and/or large group Employee Benefits service experience gained from a leading brokerage or consulting firm.
  • Experience in the analysis and design of Health & Welfare plans, with strong technical knowledge and the ability to effectively develop strategies and negotiate appropriate placements in the marketplace.
  • Demonstrated knowledge of both self-insured and fully insured plans.
  • Experience with both private and public sector clients.
  • Experience in plan cost analysis, claim analysis, and reconciliation, and evaluation of financials.
  • In-depth knowledge of compliance and benefit plan regulatory issues.
  • Ability to develop and manage key relationships at all levels within the EB/Conner Strong organization, as well as with outside clients and carriers.
  • Excellent organizational, communication, decision-making, interpersonal, collaborative, and consultative skills, with the ability to multi-task under pressure.
  • Ability to negotiate, influence, and meet deadlines with minimal support from supervisor.
  • Strong business acumen, with a proven ability to develop and manage key internal and external relationships.
  • Proficiency in MS Office (Word, Excel, PowerPoint, Access).
  • Bachelor's degree or equivalent business experience required.
  • Authorized to work in the United States on a full-time basis without Company sponsorship.
Specialized Knowledge or Licenses:

Valid state Life and Health Insurance License required, and a CEBS, RHU, or CLU designation is strongly preferred.

Working Conditions:

Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong buildings and client work sites on a regular basis.

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