Director responsible for reporting and data management at Cotality. Leading strategic initiatives and a team to optimize data solutions for the property industry.
PL
Hybrid Director of Benefits Consulting – Hybrid
Posted 5 months ago
About the role
- Director of Benefits Consulting at Patriot Growth Insurance Services focusing on client satisfaction and team leadership in a hybrid role. Overseeing large accounts and ensuring smooth benefits implementation and management.
Responsibilities
- Keep the team informed and communicate thoroughly concerning client issues, renewals, and proactive work.
- Positively influence the team members by being a trusted mentor, offer encouragement and praise, promote engagement, and build good working relationships.
- Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold-ups.
- Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them.
- Assist with day-to-day client needs in a timely manner.
- Perform annual renewal negotiations with the carriers, renewal plan selection, and other renewal functions as needed.
- Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
- Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
- Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
- Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
- Assess clients' understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
- Assess the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meet those expectations through viable solutions in a timely manner.
- Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
Requirements
- 4-6 years of Account Management experience with self-funded, large groups
- 2-4 years of leadership experience at an independent agency
- NJ Life & Health license
- Excellent interpersonal and communication skills (both oral and written)
- A passion for leading a team that drives our agency's success
- Ability to establish and maintain effective working relationships with all stakeholders
- Occasional travel required to conduct in-person client open enrollment meetings
- BenefitPoint Agency Management System and Employee Navigator experience preferred
- Proficient with the use of Microsoft Office Suite and products
- Authorized to work in the U.S. without sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
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