Consultant in Business Consulting PI focusing on Transformation Delivery at EY. Driving digital transformation for public sector clients and helping them redesign service models for better performance.
About the role
- Benefits Consultant at HUB International interfacing with clients to strategize employee benefit options. Educating and advising clients on benefit solutions and trends to meet their needs.
Responsibilities
- Consulting – understands key business issues for clients and the role Benefits play in their business & articulates long-term benefit goals & develops strategic plan to achieve them.
- Educate, support & becomes a trusted advisor to each client
- Address client problems and issues, understands expectations & consistently meet through viable solutions.
- Acts proactively when potential issue is uncovered
- Strategically plans and executes plan renewals, staying in regular communication with the clients and updating them on various emerging trends and solutions for their business needs.
- Anticipates concerns developing from the renewal process.
- Understands thoroughly and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends.
- Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
- Alerts client to potential issues (legislative and coverage information).
- Provides and explains compliance package annually.
- Shadows other consultants in the field periodically to study other business segments, techniques, and consulting styles.
- Invites other consultants to shadow his appointments.
- Meets regularly (at least 2x/year) with medical and ancillary carrier reps to get updates on the latest innovations and strategies.
- Fosters a good professional relationship with carrier reps by meeting with them and by providing feedback on their quotes.
- Conducts client presentations in a consultative (logical, professional and informative) manner.
- Encourages feedback from the client and projects confidence
- Assesses cross selling opportunities with all clients.
- Encourages client to be innovative.
- Involves Voluntary Consultant and Financial Representative as appropriate.
- Asks client for referrals and generates new sales opportunities.
- Discusses strategic partnerships with client, including ADP, Chase, Carrier Wellness offerings, COBRA administration, FSA administration, etc.
- Discusses compensation and value proposition with client.
- Discusses compensation adjustment when necessary.
- Strives for 100% client retention
- Provides accurate and timely client deliverables according to Performance Standards.
- Reviews all presentation material thoroughly well in advance of meeting and checks to ensure there are no errors and that content is pertinent and practical.
- Ensures that follow up issues are handled timely and communicated to client.
- Makes use of and offers to clients HUB Value Added Services, including Benefit Summaries, Mywave (20+), POP plans, Wellness Communications Plans, Hope Health newsletters, etc.
- Builds and maintains strong relationship with client HR and Benefits staff and upper management through regular communication
- Proactively reaches out on a regular basis.
- Acts as a mentor for the Associate Benefit Consultant, Account Manager, BA/CSS and ISR.
- Assists in growth and development through constant communication and instruction.
- Delegates appropriately, set expectations and hold members accountable.
- Holds regular team meetings.
- Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
- Positively influences the team members; uses the HUB Essential 7 effectively to mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships.
- Uses Benefit Point to document and assign all client service issues and key steps in the renewal process.
- Ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption.
- Communicates and documents major issues and changes.
- Stays on top on “next steps”.
- Ensures that submission and all applicable documents are processed accurately and timely.
- Proactively checks and verifies all information (new rates, employee enrollments and changes, ID cards, etc.).
- Promptly addresses and solves problems generated through the renewal process.
- Is prepared, organized, and methodical.
- Has a system for tracking and managing the various issues and projects that are in process.
Requirements
- 3-5+ years’ experience in benefits including a strong knowledge of self-insured plans, ancillary lines, and current legislation
- Bachelor’s degree (or its equivalent) highly preferred
- Louisiana Life and Health license is required or willing to obtain
- Professional Designations (RHU, REBC, CEBS) a plus
- Excellent communication and presentation skills
- Ability to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
- Highly organized.
- Ability to manage multiple priorities and projects at once
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance, because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
Job title
Job type
Experience level
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