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As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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


• 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

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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

EOE, including disability/vets