Careers & Culture

Primary client-facing advisory leading internal team to ensure timely delivery on each segment of value proposition. Support day-to-day operations of clients’ benefits plans; create and execute benefit plan strategy.

  • Oversee the client experience; delegate the day-to-day tasks to appropriate team member
  • Lead the development and execution of clients’ benefit plan strategies with assistance from Consultants
  • Assist with the development of retention strategy for existing clients and acquisition strategy of new clients through collaboration with Consultant(s) and team
  • Coordinate and facilitate internal meetings in preparation for client meetings; delegate tasks to appropriate team member and create PowerPoint presentation for client meetings
  • Schedule, participate in/conduct meetings for clients/prospects including enrollment meetings, pre-renewal, quarterly reviews, etc.
  • Responsible for sending key meeting notes to clients and sharing relevant information with teammates and peers via Microsoft OneNote
  • Participate with Account Manager in the implementation of carrier, TPA, vendor change or addition of new line(s) of coverage
  • Identify and assist in the development of client communication strategy; coordinate content with Communication Specialist
  • Work with Communications Specialist to deploy value-added services (i.e., Zywave, Online Enrollment, Benefit Administration)
  • Work with Health Risk Analytics team in the analysis of claims information and development of additional value-add reporting
  • Coordinate wellness strategy/campaign based on trend analysis of Health Risk Analytics team with Wellness Strategist
  • Work with Compliance Director to ensure legal/regulatory compliance of our clients’ benefit plans
  • Work with the Consultant in the preparation of new and renewal MJ service agreements for review and execution by CFO/President
  • Provide oversight and mentoring to Account Managers, as appropriate
  • Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors
  • Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint
  • Previous use of OneNote, Microsoft PowerBI, InDesign, Benefit Point, and/or Zywave is a plus
  • A minimum of 4 years’ experience of consulting or HR experience with an in-depth knowledge of employee benefits and insurance, including experience with self-funded benefit plans and ancillary coverages
  • Demonstrated skills: analytical, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow-through
  • Proven ability to work independently with minimal supervision
  • Excellent verbal and written communication skills; professional presentation
  • Bachelor’s degree in business or work equivalent
  • Life & Health Insurance license
  • Carmel, IN
  • Phoenix, AZ

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