Associate Director, Voluntary Benefits Consulting

Our Health and Benefits business helps large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions. We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, compliance and governance strategies. We also provide Specialty consulting services including clinical / health management program design, pharmacy solutions, disability / absence management strategies and claims audit services. Product based solutions such as our pharmacy purchasing coalition round out our broad-based suite of offerings.

As an Associate Director - Sales and Account Management -in the Voluntary Benefits (VB) Practice, you will be responsible for supporting the VB business development team leading both in-force client stewardship and new business development. This role is responsible for the execution of various aspects of the voluntary benefits client account process, for large -market clients, and will be a subject matter expert in one or more areas within the VB Team. This role collaborates with the new business development team to ensure successful internal and external client experiences.

Performance Objectives

Clients

Lead and manage multiple client projects

Manage the overall account of in-force clients which can include but not limited to :

Schedule client meetings

Work with carriers to obtain necessary data for client stewardship meetings and deliver in partnership with carrier partners

Prepare client reports

Work on in-force issues with clients / carriers

Review / manage commission information

Provide strategic assessment of in-force plans

Give consulting guidance to clients regarding a multi-year voluntary plan. Work with Ddirector on strategy and help prepare information for client meetings

Support New Business Development in the strategic assessment and sales preparation for client prospects

Excellence

Prioritize and execute key tasks

Assist in resolving project issues and escalations

Drive documentation and audit process

Financial

Review / manage commission information

Reconcile commissions and revenue to plan

People

Build relationships with internal and external resources

Share feedback with sales team

Additional projects as assigned

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

Qualifications

Minimum 8 years in insurance industry

Bachelor’s degree in business or related field

Hold a valid insurance license or be willing to obtain

Practical knowledge of Voluntary Benefits market

Ability to work independently and collaboratively

Service-oriented mindset

Ability to travel – approximately 20%

This role will be on a remote set-up

This position will remain posted for a minimum of three business days from the date posted or until sufficient / appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education / professional certifications, qualifications / experience, performance in the role and potential for revenue generation (Producer roles only).

The base salary compensation range being offered for this role is $110,000-$120,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

Health and Welfare Benefits : Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work / Life Resources (including Employee Assistance Program)

Leave Benefits : Paid Holidays, Annual Paid Time Off (includes state / local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave and Parental and Adoption Leave)

Retirement Benefits : Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability / vets

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