Senior Associate Consultant, Employee Benefits jobs in United States
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Conner Strong & Buckelew · 7 hours ago

Senior Associate Consultant, Employee Benefits

Conner Strong & Buckelew is a company specializing in employee benefits, and they are seeking a Senior Associate Consultant to lead a team responsible for managing and servicing a key book of business. The role involves strategic oversight of client benefit programs, managing relationships, and ensuring compliance while providing superior services to clients.

Employee BenefitsInsurance
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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
Meets Conner Strong & Buckelew’s established producer communication protocols
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
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

Qualification

Employee benefits managementCompliance knowledgeNegotiation skillsData analysisClient relationship managementPresentation skillsMS Office proficiencyGBA designationLifeHealth Insurance LicenseMentorshipOrganizational skillsInterpersonal skillsCollaborative skills

Required

Minimum 6 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
Excellent organizational, communication, interpersonal, collaborative skills
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
Authorized to work in the United States on a full-time basis without Company sponsorship

Preferred

GBA designation recommended

Benefits

Participation in family medical and dental insurance programs
401K plan
PTO

Company

Conner Strong & Buckelew

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Conner Strong & Buckelew is an insurance brokerage, employee benefits and risk management consulting firm.

Funding

Current Stage
Late Stage

Leadership Team

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Michael Tiagwad
President & Chief Executive Officer
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Company data provided by crunchbase