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- Engage with clients to understand and evaluate their advanced health and life coverage requirements.
- Craft tailored insurance programs that align with client goals—ranging from business group benefits to individual life coverage options.
- Examine usage data and claims information sourced from providers and third-party vendors; synthesize findings into actionable insights for client presentations.
- Analyze current insurance arrangements and suggest updates based on evolving business needs or shifts within the regulatory and benefits landscape.
- Support clients throughout the claims journey—clarifying coverage details and ensuring accurate and timely filing.
- Guide clients in making informed benefits decisions using reporting, analytics, and financial modeling designed to assess plan performance and cost implications.
- Deliver comprehensive plan recommendations that include competitive pricing, detailed breakdowns of inclusions and exclusions, and premium comparisons.
- Ensure all client interactions and proposals adhere to applicable legal and regulatory standards at the local, state, and federal level.
- Oversee accurate completion and prompt processing of all necessary paperwork—including applications, renewals, and any policy modifications.
- Foster and sustain lasting partnerships by offering continuous advisory and service support across the policy lifecycle.
- Proactively check in with clients to reassess needs and update benefit strategies as circumstances evolve.
- Maintain an up-to-date understanding of benefits vendors and industry capabilities.
- Provide modeling and data-backed reporting tools to help clients anticipate and manage financial exposure within their benefits offerings.
Skills & Requirements
Bachelor's degree or higher in Business Administration, Finance, Economics, Risk Management, or Data Analytics is strongly preferred.3+ years of experience designing, advising on, and implementing health plan strategies for clients with complex coverage requirements.Experience leveraging analytical tools to develop solutions that enhance benefits value and cost-efficiency.Valid Life and Health Insurance license (or willingness to obtain one within 90 days of employment).Deep familiarity with a wide array of insurance solutions and market trends.Demonstrated ability to articulate and position organizational strengths in competitive client-facing environments.Strong financial acumen, with capabilities in strategic planning, data interpretation, and consultative communication.Proven record of driving both new business and long-term client loyalty.Background in underwriting or exposure to evaluating policy risk is considered an asset.tags : employee benefits consultant, employee benefits account executive, employee benefits account manager
Chapel Hill, NC $50,000.00-$100,000.00 3 days ago
Raleigh, NC $53,400.00-$99,400.00 3 days ago
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