Health & Benefits Senior Associate

As a Health and Benefits Senior Associate, you will contribute to a wide variety of complex projects involving the design, financing, and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry.

The Role:

Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:

• Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day-to-day contact for clients


• Proactively advising clients and providing superior client service


• Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies


• Playing a key role in vendor procurement, negotiation, implementation, and optimization activities


• Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary


• Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates


• Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance


• Supporting the generation of new business by participating in prospecting opportunities as part of a broader team


• Building relationships internally and collaborating effectively on cross-functional teams


• Mentoring junior colleagues

The Requirements:

• 6+ years’ experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor
• Desire and ability to expand relationships with current clients
• Polished and well developed oral and written communication skills
• Self-starter attitude and ability to work independently and as part of a team
• Flexibility and proven ability to identify and resolve issues
• Strong analytical, creative and integrative skills
• Excellent Microsoft Office skills, particularly in Excel and PowerPoint
• State Life and Health license required within 90 days of joining
• CEBS designation, or health and welfare actuarial or underwriting training desired

EEO, including disability/vets