Senior Underwriter Consultant responsible for evaluating insurance risks and setting premium rates for complex group cases. Position involves collaboration across multiple departments and technical guidance for junior staff.
PL
Hybrid Mid-Market and Large Group Benefits Consultant
Posted yesterday
About the role
- Mid-Market and Large Group Benefits Consultant managing and strengthening client relationships for employer-sponsored Health and Welfare programs. Delivering strategic guidance and cost-effective benefits solutions in a hybrid working environment.
Responsibilities
- Serve as the primary strategic partner and trusted advisor for assigned clients
- Develop a deep understanding of each clients business objectives, workforce strategy, and benefits philosophy
- Design and recommend competitive, cost-effective Health and Welfare benefit solutions
- Lead and manage the annual renewal process, including plan analysis, vendor evaluation, and negotiations
- Provide ongoing consultative support, including claims/funding updates, compliance guidance, and emerging trends
- Develop long-term benefits strategies for larger clients (100+ employees)
- Organize and lead regular client meetings and presentations
- Identify opportunities to enhance client relationships and expand services
- Collaborate with underwriting, account management, and client service teams to ensure consistent service delivery
- Support new business efforts and cross-selling initiatives
- Maintain accurate documentation and updates within CRM and internal systems
Requirements
- Bachelors Degree in HR, Risk Management/Insurance, Health Policy, or related field
- Minimum 3 years of health benefits experience
- Strong knowledge of fully insured and self-funded plans, including funding strategies, carrier/TPA evaluation, claims analysis, stop-loss, and compliance (ACA, HIPAA, Section 125)
- Active Life & Health license
- Professional designations (REBC, GBA, CEBS) preferred or in progress
- Strong ability to build and maintain relationships with executive-level stakeholders
- Excellent communication, presentation, and consultative skills
- Proven ability to influence cross-functional teams
- Highly organized with strong problem-solving and decision-making capabilities
- Comfortable with business technology and reporting tools
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)
Job title
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