Health and Welfare Benefits Consultant

4 weeks ago

Roanoke, Texas, United States Fidelity Investments Full time
Job Summary

As an Employee Benefits Consultant at Fidelity Investments, you will play a key role in managing projects and client relationships related to health and welfare benefits. Your responsibilities will include plan design, compliance, and reporting services, health plan underwriting, and employee contribution setting.

Key Responsibilities
  • Manage benefit plan renewal processes, including project management, vendor coordination, qualitative and quantitative analysis, negotiations, and documentation of results.
  • Develop H&W program pricing, budgets, forecasting, employee contributions, and premium equivalent rates for self-insured benefit plans.
  • Assist in the development of long- and short-term employee benefits strategy.
  • Negotiate rates, contractual provisions, and performance guarantees with current benefit vendors.
  • Manage marketing analysis, including RFP creation, proposal collection, and vendor comparisons.
  • Monitor the market to remain current regarding major health plans, administrators, and other vendors available in the marketplace.
  • Work as a cooperative, proactive team member in projects involving other associates throughout the practice, group, and region to deliver coordinated client results.
  • Keep other associates advised of current information and ensure all relevant information is captured in client documents.
Requirements
  • 5-10 years' experience working with H&W plan financials, preferably at a benefit consulting/brokerage firm or through a health underwriting/actuarial function at an insurance company.
  • Actuarial exam completion and/or accreditation strongly preferred.
  • Advanced knowledge of health insurance industry and employee benefits strategy.
  • Bachelor's degree or equivalent experience is required.
  • Strong Microsoft Office PC skills in Excel, Word, and PowerPoint.
  • Strong project management skills and ability to balance multiple projects in a fast-paced work environment.
About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

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