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Benefits Consultant
role at
NFP, an Aon company
Location: Scottsdale, AZ
Overview The Consultant is responsible for working with Advisors and Account Executives to service client accounts. The position requires supporting them in day‑to‑day account management for a specific set of clients and entails a great deal of verbal, electronic, and written communications. The Consultant will manage the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, they prepare materials for presentations and communications and assist team members with day‑to‑day client servicing. The Consultant leads open enrollment presentations and manages the OE communication process, taking an active speaking role in client meetings. While in this role, they maintain relationships with clients and carrier contacts and work proactively to deliver services efficiently.
Responsibilities
Work proactively to maintain relationships with carrier and client contacts; take a significant role in meetings and on calls; communicate directly with clients and vendors.
Manage the renewal and marketing process from start to finish, in conjunction with Account Executives and Advisors.
Review benefit plan summaries and carrier source documents for accuracy; understand complex regulatory language and rules.
Possibly have an assigned book of business.
Serve as a mentor to more junior team members; train junior team members.
Develop and maintain ongoing relationships with clients and their employees; communicate directly with them and rely on growing knowledge of insurance coverage.
Develop relationships with carrier representatives to better understand available products and recommend them to clients.
Act as the subject matter expert on benefits and vendor/carrier products and services; seek assistance on complex situations from senior team members.
Anticipate client needs; work with Account Executives/Advisors to resolve issues.
Review requests for proposals and insurance plan analyses; negotiate with carriers and recommend renewal actions.
Draft client presentations in collaboration with Account Executives or Advisors; take an active role in client meetings.
Update benefit guides and ensure client resources and communications are up‑to‑date following open enrollment or coverage change.
Prepare documents and data for annual client compliance audits; present to Account Executive and possibly take an active role in presentation.
Attend to client requests including product or vendor service or performance challenges.
Ensure 5500 form is filed and completed in a timely manner.
Provide updates to clients regarding industry trends, events, state and federal regulatory issues.
Understand and articulate alternative funding strategies.
Provide proactive client service support alongside account management team.
Oversee client projects such as implementation of new business, open enrollment process, non‑discrimination testing, etc.
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
Provide informal leadership and training to junior team members without official supervisory responsibility.
Knowledge, Skills, and Abilities
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
Ability to work independently and anticipate client and team needs.
Effective time management and decision‑making skills.
Diligent follow‑up skills.
Ability to express ideas clearly in written and oral communication.
Strong Microsoft Excel and PowerPoint skills.
Commanding presentation and public speaking abilities.
Education and Experience
BA/BS preferred.
Typically more than 5 years industry and product line experience.
Certificates, Licenses, Registration
Life, Accident and Health Insurance License required.
What We Offer
Competitive salary ($74,000 to $124,000, determined by experience, credentials, education, certifications, skill level, scope, and geographic location).
PTO & paid holidays.
401(k) with match.
Exclusive discount programs.
Health & wellness programs.
Base salary may be eligible for performance‑based incentives.
Equal Employment Opportunity NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr
Benefits Consultant
role at
NFP, an Aon company
Location: Scottsdale, AZ
Overview The Consultant is responsible for working with Advisors and Account Executives to service client accounts. The position requires supporting them in day‑to‑day account management for a specific set of clients and entails a great deal of verbal, electronic, and written communications. The Consultant will manage the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, they prepare materials for presentations and communications and assist team members with day‑to‑day client servicing. The Consultant leads open enrollment presentations and manages the OE communication process, taking an active speaking role in client meetings. While in this role, they maintain relationships with clients and carrier contacts and work proactively to deliver services efficiently.
Responsibilities
Work proactively to maintain relationships with carrier and client contacts; take a significant role in meetings and on calls; communicate directly with clients and vendors.
Manage the renewal and marketing process from start to finish, in conjunction with Account Executives and Advisors.
Review benefit plan summaries and carrier source documents for accuracy; understand complex regulatory language and rules.
Possibly have an assigned book of business.
Serve as a mentor to more junior team members; train junior team members.
Develop and maintain ongoing relationships with clients and their employees; communicate directly with them and rely on growing knowledge of insurance coverage.
Develop relationships with carrier representatives to better understand available products and recommend them to clients.
Act as the subject matter expert on benefits and vendor/carrier products and services; seek assistance on complex situations from senior team members.
Anticipate client needs; work with Account Executives/Advisors to resolve issues.
Review requests for proposals and insurance plan analyses; negotiate with carriers and recommend renewal actions.
Draft client presentations in collaboration with Account Executives or Advisors; take an active role in client meetings.
Update benefit guides and ensure client resources and communications are up‑to‑date following open enrollment or coverage change.
Prepare documents and data for annual client compliance audits; present to Account Executive and possibly take an active role in presentation.
Attend to client requests including product or vendor service or performance challenges.
Ensure 5500 form is filed and completed in a timely manner.
Provide updates to clients regarding industry trends, events, state and federal regulatory issues.
Understand and articulate alternative funding strategies.
Provide proactive client service support alongside account management team.
Oversee client projects such as implementation of new business, open enrollment process, non‑discrimination testing, etc.
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions.
Provide informal leadership and training to junior team members without official supervisory responsibility.
Knowledge, Skills, and Abilities
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services.
Ability to work independently and anticipate client and team needs.
Effective time management and decision‑making skills.
Diligent follow‑up skills.
Ability to express ideas clearly in written and oral communication.
Strong Microsoft Excel and PowerPoint skills.
Commanding presentation and public speaking abilities.
Education and Experience
BA/BS preferred.
Typically more than 5 years industry and product line experience.
Certificates, Licenses, Registration
Life, Accident and Health Insurance License required.
What We Offer
Competitive salary ($74,000 to $124,000, determined by experience, credentials, education, certifications, skill level, scope, and geographic location).
PTO & paid holidays.
401(k) with match.
Exclusive discount programs.
Health & wellness programs.
Base salary may be eligible for performance‑based incentives.
Equal Employment Opportunity NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr