Overview
Reporting to an Employee Benefits Practice Leader (PL), the Employee Benefit Consultant (EBC) leads a team responsible for managing and servicing a key book of business (BOB). Responsible for the strategic oversight of a client’s benefit program and for managing client and vendor relationships. Uses team resources appropriately in delivering superior services to clients. Serves as each client’s trusted benefits advisor by understanding of how benefits fit into the overall corporate strategy.
Responsibilities
Provides direct, hands-on management of a BOB ranging in size from $1.5 - $3.0M with oversight and guidance from PL.
Provides a benefits strategy that includes an understanding and evaluation of each client’s benefit programs for every line of coverage (plan design(s), contributions, eligibility rules, administration, compliance review, etc.).
Conducts meetings with key staff and decision makers.
Uses benchmarking tools, data, and market trends to initiate strategy discussions.
Provides recommendations relative to each client’s goals and objectives.
Manages the RFP process, negotiates financials and evaluates justification of renewals.
Manages compliance needs
Oversees employee communications, vendor implementations, ongoing service items, and coordination of vendor/finalist meetings.
Sets expectations of Associate Consultant, oversees workflow by establishing priorities and performance expectations.
Reviews contracts against corresponding proposals to ensure accuracy of agreed upon terms.
Remains current on industry trends, new products and coverages, legislation and regulatory changes, compliance and technology. Proactively communicates pertinent information with clients.
Meets Conner Strong & Buckelew’s retention goals and identifies opportunities to add voluntary products and otherwise increase revenue.
Uses PowerPoint to build presentations. Prepares and presents annual stewardship reports. Provides annual benefits confirmation letter.
Ensures timeliness and accuracy of client information in Benefit Point.
Communicates with PL and/or producer on issues or concerns that affect BOB.
Other Functions
Attends meetings at Conner Strong offices, client facilities, and other locations on a regular, as appropriate basis that may include out-of-state and overnight travel.
Available on-call outside regular working hours.
Participates in sales presentations as needed and other duties as assigned.
Requirements
Minimum 10 years of relevant experience from a leading brokerage or consulting firm managing employee benefits for middle market and/or large group clients.
Demonstrated ability to consult, make decisions and recommendations.
Demonstrated experience analyzing benefit plans with a variety of funding arrangements.
Experience negotiating financials and placing coverage.
Experience working with private and public sector clients.
Ability to present confidently and effectively and to change direction when necessary.
Ability to work in a demanding, challenging environment.
Ability to provide mentorship to support staff.
Ability to manage relationships within EB, CSB and with vendors and carriers.
Working knowledge of compliance and benefits plan regulatory issues.
Proficiency in MS Office (Excel, PowerPoint, Word).
Bachelor's degree or equivalent business experience required.
Valid state Life and Health Insurance License required.
GBA designation recommended.
Authorized to work in the United States on a full-time basis without Company sponsorship.
Salary for this position ranges from $120,000.00 - $175,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.
Equal Employment Opportunity Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.
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Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Conner Strong & Buckelew’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
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Responsibilities
Provides direct, hands-on management of a BOB ranging in size from $1.5 - $3.0M with oversight and guidance from PL.
Provides a benefits strategy that includes an understanding and evaluation of each client’s benefit programs for every line of coverage (plan design(s), contributions, eligibility rules, administration, compliance review, etc.).
Conducts meetings with key staff and decision makers.
Uses benchmarking tools, data, and market trends to initiate strategy discussions.
Provides recommendations relative to each client’s goals and objectives.
Manages the RFP process, negotiates financials and evaluates justification of renewals.
Manages compliance needs
Oversees employee communications, vendor implementations, ongoing service items, and coordination of vendor/finalist meetings.
Sets expectations of Associate Consultant, oversees workflow by establishing priorities and performance expectations.
Reviews contracts against corresponding proposals to ensure accuracy of agreed upon terms.
Remains current on industry trends, new products and coverages, legislation and regulatory changes, compliance and technology. Proactively communicates pertinent information with clients.
Meets Conner Strong & Buckelew’s retention goals and identifies opportunities to add voluntary products and otherwise increase revenue.
Uses PowerPoint to build presentations. Prepares and presents annual stewardship reports. Provides annual benefits confirmation letter.
Ensures timeliness and accuracy of client information in Benefit Point.
Communicates with PL and/or producer on issues or concerns that affect BOB.
Other Functions
Attends meetings at Conner Strong offices, client facilities, and other locations on a regular, as appropriate basis that may include out-of-state and overnight travel.
Available on-call outside regular working hours.
Participates in sales presentations as needed and other duties as assigned.
Requirements
Minimum 10 years of relevant experience from a leading brokerage or consulting firm managing employee benefits for middle market and/or large group clients.
Demonstrated ability to consult, make decisions and recommendations.
Demonstrated experience analyzing benefit plans with a variety of funding arrangements.
Experience negotiating financials and placing coverage.
Experience working with private and public sector clients.
Ability to present confidently and effectively and to change direction when necessary.
Ability to work in a demanding, challenging environment.
Ability to provide mentorship to support staff.
Ability to manage relationships within EB, CSB and with vendors and carriers.
Working knowledge of compliance and benefits plan regulatory issues.
Proficiency in MS Office (Excel, PowerPoint, Word).
Bachelor's degree or equivalent business experience required.
Valid state Life and Health Insurance License required.
GBA designation recommended.
Authorized to work in the United States on a full-time basis without Company sponsorship.
Salary for this position ranges from $120,000.00 - $175,000.00. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Qualifying positions will also be eligible for comprehensive benefits, such as participation in family medical and dental insurance programs, 401K plan, and PTO.
Equal Employment Opportunity Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.
#LI-HYBRID
Create a Job Alert
Interested in building your career at Conner Strong & Buckelew? Get future opportunities sent straight to your email.
Accepted file types: pdf, doc, docx, txt, rtf
LinkedIn Profile
How did you hear about this opportunity? * Select...
If you heard about this job through a referral, please list their name. If not applicable, skip this question.
Do you have a friend, family member, spouse or significant other that is currently employed by Conner Strong & Buckelew? If yes, please provide context in the box below.
Will you now or in the future require Conner Strong & Buckelew to commence ("sponsor") an immigration case in order to employ you (for example, H-1B or other employment based immigration case)? This is sometimes called sponsorship for an employment-based visa status. * Select...
Are you authorized to work lawfully in the United States for Conner Strong & Buckelew? * Select...
Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.
As set forth in Conner Strong & Buckelew’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr