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Benefits Consultant

Bethesda, MD
Summary: 
Execute account consulting and plan management strategy. Includes oversight and management of account manager and management strategy. Identify client needs within scope of company’s business, service accounts, maintain contact and relationships with client representatives.

Essential Duties and Responsibilities:
  • Lead consulting and strategic direction on assigned accounts
  • Lead quarterly meetings with clients, including presenting to C-Level Executives
  • Direct and manage the RFP process with the Marketing Coordinator
  • Prepare projections and budget rates for all self-funded plans
  • Develop and finalize employee contributions for all lines of coverage
  • Manage and Execute Analytics Delivery
    • Initiate paperwork and deliver to client to set up with Springbuk
    • Track client setup with Springbuk
    • Set clients up with access to platform (if applicable)
    • Review platform monthly to identify claim and utilization trends
  • Create and maintain plan performance modeling and analysis
  • Work with underwriting team to evaluate stop loss market options and alternatives and deliver to client
  • Prepare all client proposals and presentations
  • Manage all client vendor relationships
Qualifications/Requirements:
  • Well-developed customer service skills
  • Excellent written and verbal communication skills
  • Advanced Microsoft Office Skills (PPT, Excel, Outlook)
  • Strong analytical and judgment skills
  • Works well in a team environment
  • Ability to perform with independent motivation and minimal guidance
  • Ability to understand the big-picture goals and expectations of the firm
Education/Training/Experience:
  • Bachelor’s Degree
  • 5+ years of experience in benefits or benefits consulting
  • L/H License for State of Maryland
  • Previous Consulting Experience in the employee benefits industry

Job ID: 13357868
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