BENEFITS CONSULTANT JOB DESCRIPTION

Employers compete intensely on total compensation, and the health and welfare benefit programs they offer employees increasingly determine their ability to attract and retain talent. A Benefits Consultant owns a book of client accounts within an insurance brokerage or benefits consulting firm, guiding employers through the annual renewal cycle, carrier selection, plan design decisions, and compliance obligations under ERISA and the Affordable Care Act. Few professionals outside this seat hold a Life and Health producer license alongside the financial modeling depth to stress-test self-funded versus fully insured funding arrangements. That combination is what clients are paying for.

As the Benefits Consultant, you are accountable for the full advisory relationship across a portfolio of employer clients, from strategic plan design through renewal execution, vendor negotiation, and regulatory compliance, translating complex health and welfare market data into decisions clients can act on. You operate within a consulting or brokerage team, collaborating with analysts, account executives, and specialist resources in pharmacy, absence management, and data analytics to deliver integrated solutions for clients ranging from mid-market to large-group employers.

Career Impact: Carrying a book of business with full renewal and financial accountability is the credential that advances Benefits Consultants into senior consulting, practice leadership, or principal-level roles within the brokerage market.

Business Impact: Employers depend on your carrier negotiations and renewal modeling to control benefit costs without reducing coverage quality, outcomes that directly affect the financial well-being of their entire workforce.

Growth Opportunity: Managing self-funded plans, stop-loss structures, and Form 5500 compliance builds actuarial and regulatory fluency that opens doors to health and welfare actuarial, underwriting, or benefits practice leadership tracks.

• Own a portfolio of employer clients, driving annual renewal strategy, plan design recommendations, and long-term benefit program objectives.
• Negotiate with carriers and third-party administrators to secure competitive rates, network access, and contract terms aligned with client goals.
• Analyze health and welfare plan financials, including claims experience, utilization trends, and reserve modeling, to develop cost containment strategies.
• Manage the complete Request for Proposal process for marketing benefit programs, from preparation through vendor evaluation and finalist recommendation.
• Ensure client compliance with federal and state regulations, including coordination of Form 5500 filings, summary plan descriptions, and required participant notices.
• Prepare and present renewal proposals, benchmarking analyses, and open enrollment materials to client HR teams and executive stakeholders.
• Coordinate implementation of new benefit programs and plan amendments, partnering with carriers, payroll teams, and internal operations to meet enrollment deadlines.
• Mentor junior analysts and account team members on renewal workflows, compliance requirements, and client communication standards.

• Bachelor's degree in Business, Human Resources, Finance, or a related field, or equivalent work experience.
• Five or more years of employee health and welfare benefits experience, with demonstrated client-facing or consulting responsibility.
• Active Life and Accident and Health Insurance Producer License, or ability to obtain within 90 days of hire.
• Working knowledge of ERISA, ACA, COBRA, and applicable state and federal regulations governing group benefit plans.
• Proven experience managing the full renewal cycle, including carrier marketing, RFP preparation, financial modeling, and plan design analysis.
• Experience with self-funded plan structures, including stop-loss strategies, TPA relationships, and claims reporting.
• Strong analytical and quantitative skills, with ability to interpret large data sets and translate findings into client-ready recommendations.
• Excellent written and verbal communication skills, including comfort presenting complex financial information to C-suite and HR leadership audiences.

• Professional designation such as CEBS, REBC, RHU, or GBA, demonstrating advanced technical knowledge of group benefits.
• Experience with health and welfare actuarial concepts, including pricing, underwriting, or reserve valuation work in a consulting or carrier environment.
• Familiarity with benefits administration technology platforms used in HR and enrollment management.
• Prior experience servicing large-group employer clients with 2,000 or more covered employees across medical, pharmacy, dental, vision, and income protection lines.

• Client retention rate within managed book, reflecting renewal close rate and relationship continuity.
• Renewal savings achieved for clients as a percentage of prior-year premium, measuring negotiation and design effectiveness.
• Form 5500 and compliance filing completion rate, tracking adherence to regulatory deadlines across the portfolio.
• RFP turnaround time in days, measuring responsiveness during marketing and carrier evaluation cycles.
• New revenue generated through cross-sell and upsell activity within existing client accounts, reported quarterly.
• Typical tools: benefits administration platforms (commonly Zywave, BenefitPoint); financial modeling (commonly Excel with actuarial templates).

• Base Salary Range: $75,000-$115,000 depending on book size and market
• Bonus: Performance-based, typically 10-20% of base tied to retention and new revenue
• Equity: Uncommon; partnership tracks available at senior consulting firms
• Health Benefits: Medical, dental, and vision; employers in this sector typically offer comprehensive coverage
• PTO: 15-20 days annually plus standard holidays
• Common Perks: Continuing education reimbursement, licensing fee coverage, professional designation support, conference attendance

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion, including verification of credentials and licensure history, is required as a condition of employment. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Candidates requiring reasonable accommodations during the application or interview process may request them at any time. Candidates must be authorized to work in the United States.

The Benefits Consultant owns a portfolio of Americas benefits programs and vendors, managing compliance with mandatory and statutory regulations while partnering with country payroll teams to resolve benefit pay matters. Delivering competitive analysis and enhancement proposals to leadership, this role shapes the cost efficiency and design of benefit programs that serve employees across the Americas region.

Key Responsibilities

• Manage a variety of benefit programs, vendors, and policies.
• Conduct ongoing competitive analysis of benefits programs and initiate proposals for enhancements in design, administration, and cost efficiency.
• Ensure compliance with all mandatory and statutory regulations for all programs and policies under management.
• Provide onboarding support for benefits for new hires based on country needs.
• Support other team members on benefits program management and serve as backup when team members are absent.
• Manage local broker, third-party administrator, and carrier relationships.
• Provide eligibility maintenance for employee benefit administrative systems and benefits websites.
• Partner with country payroll to resolve benefit pay matters and discrepancies.
• Manage employee escalations for benefits assistance and handle invoice processing for assigned programs.

Required Qualifications

• Bachelor's degree or equivalent experience.
• 6 years of benefits administration and analysis experience.
• Experience with international benefits desired.
• Deep knowledge of benefits regulations and compliance requirements.
• Strong program and vendor management skills.
• Good customer service and problem-solving skills, with the ability to work with highly confidential information.
• Good organizational, multitasking, and communication skills, both verbal and written.
• Fluent in Spanish and English.
• Demonstrate diligence, strong initiative, and ability to work independently at all levels of the organization.

Embedded within a sales-driven consumer services team, the Benefits Consultant guides aging and disabled community members through health insurance policy selection and enrollment across major medical, Medicare Advantage, Medicare Supplement, and ancillary health products. Working closely with federal CMS compliance requirements and internal quality standards, this role advances the organization's mission by delivering an excellent consumer experience on every inbound and outbound call.

Core Functions

• Handle inbound and outbound sales inquiries to sell health insurance plans and products via phone to customers.
• Grasp new concepts and product offerings, including major medical, Medicare Advantage, Medicare Supplement, prescription drug plans, and ancillary health products.
• Provide an excellent consumer experience for all callers and help guide the aging and disabled community.
• Guide consumers through the health insurance policy selection and application process and serve as a subject matter expert for enrollments.
• Follow internal policies and procedures while adapting quickly to new information.
• Comply with Federal CMS and state legal requirements and standards.
• Serve as a brand ambassador at the consumer level and drive continuous improvement on the sales floor.

Qualifications & Experience

• Bachelor's degree preferred, but not required.
• Valid insurance license or ability to complete all licensing and background requirements.
• Computer proficiency including Microsoft Office Suite.
• Excellent communication and interpersonal skills.
• Demonstrate outstanding customer service.
• Ability to work in a competitive, performance-driven environment.
• Multilingual ability is a plus.

Reporting to the Team Lead, the Benefits Consultant shapes client benefit program strategy from onboarding through renewal, applying proficiency in compliance, benchmarking, and marketing processes to deliver measurable value. Partnering with clients and vendor relationships across the book of business, this role contributes outcomes that position clients competitively within their industries.

Primary Duties

• Develop and execute client benefit program strategy proactively.
• Onboard new clients and build vendor relationships.
• Maintain awareness of opportunities for client revenue enhancement.
• Apply proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
• Prepare and audit client benefit statements.
• Prepare meeting materials with 2-day advance notice to accommodate peer review.
• Operate with reduced guidance from Team Lead on day-to-day tasks and deliverables.

Skills & Qualifications

• Active Life, Accident, and Health Insurance Agent License, or ability to obtain and maintain.
• 4 or more years of employee benefits experience with thorough knowledge of employee benefits.
• 1 or more years of financial experience.
• Strong analytical and critical thinking ability.
• Proficient with MS Office Suite, with strong to expert-level Excel skills.
• Excellent verbal and written communication skills.
• Ability to work independently and lead client meetings.
• Detail-oriented with excellent organizational skills and ability to maintain a high level of confidentiality.
• Ability to guide and provide insight on team tasks, training, and onboarding.

Sitting at the intersection of client consulting and insurance industry partnership, the Benefits Consultant leads a dedicated book of clients through ongoing benefits strategy, vendor coordination, and plan design while collaborating closely with Account Executives on new client transitions. Operating across fully-insured and self-funded arrangements, this role builds the trusted client relationships that enable long-term retention and program success.

Duties

• Partner with Account Executives to ensure smooth transition of new clients into the ongoing consulting service model.
• Own a book of clients and work to ensure their success at all times.
• Drive client benefits strategy on an ongoing basis.
• Develop and manage relationships with insurance industry partners.
• Coordinate discussions between clients and insurance industry partners as needed.
• Work with external partners and carriers to drive projects related to benefits program service delivery.
• Communicate client needs to internal stakeholders and help develop solutions for efficient client service.

Requirements

• Bachelor's degree.
• Life and Health Producer's License.
• Experience in both large- and small-group benefits consulting.
• Experience working with leading HR and benefits technology platforms.
• Team leadership or project leadership experience.
• Working knowledge of MS Excel, Word, and PowerPoint.

A key member of a client-facing advisory team, the Employee Benefits Consultant monitors insurer performance, negotiates on behalf of clients, and ensures delivery against Service Level Agreements across a managed portfolio. Collaborating across internal teams and carrier relationships, this role drives client retention by sustaining the high-quality service and relationship standards that underpin new business growth.

Functions

• Monitor insurer performance on behalf of clients.
• Communicate and negotiate with insurers.
• Understand client needs and meet operational objectives.
• Adhere to review and renewal timelines.
• Maintain e-filing and documentation for relevant client records.
• Ensure delivery to clients' requirements in line with Service Level Agreements.
• Maintain and develop internal client relationships and ensure new business targets are met.
• Plan, manage, and monitor client activity within own portfolio.

Experience & Qualifications

• Previous experience in a client-facing role in banking, financial services, insurance, or employee benefits.
• Health and protection experience.
• Strong communication skills, both written and verbal.
• Ability to multi-task and manage multiple clients.
• Experience working within a target-driven environment.
• Proven track record of building strong working relationships with clients.

A sustainable and compliant benefits program depends on the Benefits Consultant, who conducts needs assessments, researches regulatory alternatives, and supports the full life-cycle of employee benefits plans from design through compliance reporting. Based within the Benefits Practice team, this role serves as the operational link between departmental goals and outside vendors, consultants, and counsel to implement plan changes and resolve complex compliance matters.

Accountabilities

• Conduct needs assessments for benefit plan design, compiling market data and analyzing collective bargaining agreements.
• Research and summarize alternatives in benefit plan design in response to regulatory changes, legislation, or collective bargaining activity.
• Revise and design portions of less complex benefit plans or plan features.
• Participate in departmental teams to implement new benefit plans or changes, identifying and escalating issues for resolution.
• Support annual documentation, mandatory filings, and compliance testing of benefit programs.
• Research complex compliance errors and recommend correction methodologies, coordinating with outside consultants and counsel as needed.
• Work with outside vendors and consultants to achieve departmental goals.

Technical Qualifications

• Bachelor's degree or four years of experience in a directly related field.
• Minimum 4 years of benefits experience, including at least 2 years in human resources.
• Knowledge of fundamental benefits practices and regulations, including ERISA.
• Knowledge of benefits practices in large organizations, especially for represented populations.
• Defined contribution administration experience working with third-party administrators and recordkeeping vendors.
• Ability to work in a labor-management partnership environment.

As the Benefits Consultant, this role leads project management activities for health and welfare plan clients, delivering compliance management, vendor negotiations, and financial analysis while serving as the day-to-day client contact. The consulting team relies on this work to generate new business, mentor junior colleagues, and ensure clients receive proactive, specialist-supported advisory service across pharmacy, data analytics, and absence management.

Activities

• Lead project management activities, monitoring progress against objectives, budgets, timelines, and quality standards while serving as day-to-day client contact.
• Advise clients proactively and provide superior client service.
• Contribute to benefit plan analysis, design, cost savings, and funding strategies.
• Lead vendor procurement, negotiation, implementation, and optimization activities.
• Provide benefit enrollment support, including preparing materials and verifying policy and plan information.
• Ensure client compliance by managing Form 5500 filings, summary plan descriptions, and monthly carrier reporting.
• Engage specialist resources in health management, absence management, pharmacy, data analytics, and compliance.
• Review financial analyses, including pricing strategies, plan design modeling, and reserve calculations.
• Support new business generation and mentor junior colleagues.

Position Requirements

• Bachelor's degree preferred, with CEBS designation or actuarial or underwriting training desired.
• State Life and Health license required within 90 days of joining.
• 6 or more years of experience in health and welfare plan design or management in a consulting, brokerage, or carrier environment.
• Strong financial skills, with prior experience in health and welfare product pricing, underwriting, or valuation preferred.
• Strong analytical, creative, and integrative skills.
• Excellent Microsoft Office skills, particularly Excel and PowerPoint.
• Polished oral and written communication skills.
• Ability to work independently and as part of a team.
• Flexibility and proven ability to identify and resolve issues.

Benefits Consultant oversees the documentation, compliance, and project management of retirement benefit programs, including plan documents, annual audits, nondiscrimination testing, and government filings in coordination with vendors and outside counsel. The work directly supports the organization's Employee and Labor Relations team by modeling plan data, drafting participant communications, and resolving complex regulatory and plan interpretation matters.

Operational Focus

• Document compliance of retirement programs, including plan documents, amendments, summary plan descriptions, and required participant notices.
• Analyze the impact of new regulations and market trends and implement program changes in coordination with vendors and outside counsel.
• Support annual external audits and actuarial valuation processes for all retirement plans.
• Coordinate preparation and submission of required participant notices and government filings.
• Support project management of retirement-related projects, including annual statements, nondiscrimination testing, and plan valuations.
• Collaborate with Employee and Labor Relations on union negotiations and plan design changes.
• Assess and resolve complex or escalated issues, including regulatory and plan interpretation matters.
• Collect, analyze, and model data, and draft and review participant communications.

Knowledge Skills & Abilities

• Bachelor's degree in Business Administration, Human Resource Management, or Organizational Development preferred.
• 5 or more years of experience working with employee benefits.
• Strong project management skills and analytical ability, including working with large data sets.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Strong independent thinking and problem resolution skills with attention to detail.
• Good verbal and written communication skills.
• Ability to handle confidential information appropriately.
• Ability to multi-task and prioritize in a fast-changing environment.

The Employee Health and Benefits Consultant develops and maintains strong business relationships with clients and carriers, leading on-site and virtual meetings, negotiating renewals, and executing implementations across health, plan design, and pharmacy strategies. Reporting into a client advisory structure, this role produces comprehensive renewal analyses and billing audits that enable employers to optimize benefits performance and manage costs effectively.

Key Deliverables

• Develop and maintain strong business relationships with clients and carriers.
• Plan, schedule, and lead on-site and virtual client meetings, including open enrollment and renewal presentations.
• Negotiate on behalf of clients to achieve the best benefits at the best rates and conduct comprehensive renewal analysis.
• Perform compliance reviews and provide answers to client compliance questions.
• Direct and execute implementations, enrollments, and communication processes.
• Review proposals and make recommendations to formalize final proposals, including carrier implementation and 5500 filing support.
• Offer strategy and solutions for clients' financial, plan design, and pharmacy needs.
• Conduct billing audits and resolve discrepancies, and collect and disseminate carrier utilization data to identify performance trends.

Professional Experience

• College degree preferred, or equivalent combination of education and experience.
• Current 2-15 License.
• Effective technical employee health and benefits knowledge, including full knowledge of insurance rating and underwriting principles.
• Self-funded experience required, with working knowledge of medical underwriting preferred.
• Experience with large employee health and benefits clients, including claims reporting and benchmarking.
• Excellent communication and negotiation skills for clients, carriers, and prospects.
• Leadership and delegation skills.

Embedded within a client advisory team, the Benefits Consultant maintains day-to-day client relationships and develops implementation plans across health and welfare benefit programs serving employer groups of 2,000 or more employees. Working closely with vendors, financial analysts, and compliance resources, this role advances client retention by delivering benchmarking analysis, RFP support, and clear financial reporting that translates complex plan data into actionable strategy.

Areas of Ownership

• Maintain day-to-day client relationships and manage client activity per project plan.
• Facilitate and present strategic initiatives and analyze health and welfare benefit plans through competitive benchmarking and valuation modeling.
• Develop and manage implementation plans and vendor relationships.
• Manage escalated claim issue resolution and coordinate 5500 filings.
• Organize compliance structure and guidelines for qualified and non-qualified health and welfare programs.
• Prepare and deliver monthly and quarterly financial statements and communication materials for annual enrollment.
• Monitor client budgets and evaluate new vendors for client consideration.
• Develop, deploy, and support analysis during the Request for Proposal process.

Education & Experience

• Bachelor's degree or equivalent educational training or business experience.
• Insurance licensing or ability to obtain after employment.
• 5 to 10 years of experience in insurance, employee benefits, or HR, including experience with full-cycle RFP and plan implementation.
• Experience managing health and welfare benefit plans for clients with 2,000 or more employees across medical, pharmacy, dental, vision, and income protection lines.
• Knowledge of federal and state regulations governing benefit programs.
• Strong analytical and quantitative skills and able to handle confidential information.
• Microsoft Office Suite proficiency, including experience with large data sets.
• Good written and verbal communication skills, including ability to convey complex financial information.
• Ability to train and coach others.
• Willingness and ability to travel as needed.

Reporting to senior leadership, the Benefits Consultant refines client relationships and drives new business development by presenting at trade conferences, leading finalist presentations to C-suite and Council stakeholders, and cross-selling coverage lines across fully-insured, self-insured, and other funding arrangements. Partnering with internal staff and professional organizations to represent the company externally, this role contributes directly to organizational growth and client retention across complex, high-risk public sector accounts.

Role Responsibilities

• Prepare and fulfill speaking engagements at trade meetings and conferences, and host client and prospective client webinars.
• Follow up consistently on leads from conferences and referrals.
• Represent the company as a member of finalist teams presenting to selection committees and C-suite stakeholders.
• Bring new business opportunities to the organization and cross-sell lines of coverage and departmental services.
• Lead and assist with renewal client relationships across fully-insured, self-insured, and other funding arrangements.
• Troubleshoot client concerns ranging from moderate to high-risk complexity and manage client expectations within scope.
• Author training seminars and mentor staff on best practices.
• Maintain open communication with staff and represent the company through professional organizations and vendor relationships.

Background & Experience

• Bachelor's degree in Marketing, Public Administration, Risk Management, Insurance, or related field.
• Insurance License 2-15 and valid Florida Driver License.
• REBC, GBA, or related designation preferred.
• 5 years of professional experience in employee benefits, or equivalent combination.
• Advanced knowledge of medical, dental, vision, retirement, life insurance, disability plans, the Affordable Care Act, COBRA, and other federal and state regulations.
• Ability to negotiate contract terms, present before Council, Commission, and C-suite, and manage client profitability.
• Experience providing benefits services to public sector entities preferred.
• Excellent organizational, oral, and written communication skills.
• Proven ability to multi-task and build strong relationships.
• Team player who is self-motivated, professional, and able to receive and act on constructive feedback.

Sitting at the intersection of group benefits consulting and group pension strategy, the Senior Benefits Consultant manages a full block of clients through strategic advice, financial management, plan design, renewal negotiation, and benchmarking across both Health Benefit and Pension/Group Retirement Plans. Operating across competitive bid sites, networking channels, and existing client accounts, this role develops annual client plans and multi-product growth strategies that sustain revenue, profitability, and client retention at an expert level.

Leadership Responsibilities

• Lead and manage the overall relationship of a block of clients, including strategic consulting advice, service delivery, financial management, plan design, pricing strategies, analyzing trends, negotiating renewals, and benchmarking of both Health Benefit and Pension/Group Retirement Plans.
• Develop and implement strategies and activities to support client retention.
• Maintain positive relations with clients and client decision makers.
• Manage client expectations and effectively deal with concerns or issues.
• Identify the client's group insurance risks and recommend appropriate plan design and cost mitigation strategies.
• Develop annual client plans to ensure clients receive value-added service aligned with client goals and objectives.
• Maintain accountability for revenue and profitability for client accounts and projects.
• Identify growth opportunities within the client block through multi-product selling and enhanced value generation.
• Prospect for and secure new clients through competitive bid sites, networking, and referrals.
• Pursue continuing education to maintain expert knowledge of employee benefit legislation and claim management.
• Participate in industry conferences and maintain expert knowledge of products and services, and provide coaching and mentorship to the technical and analyst team.

Minimum Qualifications

• Completion of or ability to complete the Life License Qualification Program.
• Minimum 10 years of progressive experience in group benefits and group pension or retirement plans in a client-facing or consulting capacity.
• Deep expertise in the group benefits and pension or group retirement industry, including funding arrangements and flex programs.
• Superior analytical and mathematical skills, including strategic planning and communication.
• Proficiency and comfort working with multi-channel technology.
• Excellent organizational skills with the ability to multi-task and prioritize in a fast-paced environment.
• Solution-oriented with excellent problem-solving skills.
• A positive attitude and ability to work effectively with internal and external stakeholders.

A key member of a collaborative advisory team, the Benefits Consultant organizes and leads regular client meetings, executes long-term strategic benefit plans, and manages annual plan renewals while alerting clients to legislative and compliance developments across their Health and Welfare benefit offerings. Collaborating across team members on client issues, renewals, and proactive strategy, this role advances client retention and competitive positioning by consistently meeting or exceeding client expectations with viable, well-researched solutions.

Job Functions

• Organize and lead regular pre-planned meetings with clients and bring viable solutions to address key business issues.
• Create and execute meaningful long-term strategic benefit plans and act intentionally to retain clients.
• Plan and execute plan renewals, proactively verifying new rates, enrollments, and ID cards while addressing renewal issues immediately.
• Present strategic benefit solutions and serve as an educator on benefit topics, alerting clients to legislative and compliance issues.
• Communicate thoroughly with team members regarding client issues, renewals, and proactive work.
• Assess the nature of client problems quickly and consistently meet or exceed client expectations with viable solutions.
• Attend training opportunities and maintain professional designations through ongoing coursework.

Required Qualifications

• Bachelor's degree or equivalent.
• Active Georgia accident, sickness, and life license.
• Professional designations such as RHU, REBC, or CEBS preferred.
• Five or more years of experience in benefits, including strong knowledge of fully and self-insured plans, carrier and TPA negotiation, network analysis, stop-loss strategies, and claims reporting.
• Strong project management, organization, and communication skills.
• Excellent presentation skills with the ability to interact effectively with employees, key contacts, and executives.
• Comfortable with standard business technology, including email, word processing, spreadsheets, and presentation software.
• Ability to travel, including overnight and airline travel.
• Valid driver's license, reliable vehicle.

A well-designed leave and accommodation program depends on the Benefits Consultant, who manages leave of absence and ADA accommodation requests in accordance with federal and state laws, facilitates training for managers and staff, and oversees vendor partners delivering work-life benefit programs. Based within a university HR environment, this role serves as the subject matter expert on FMLA, ADA, USERRA, and related regulations, partnering with Workers' Compensation and Risk Management to support timely and compliant return-to-work outcomes.

What You'll Do

• Manage leave of absence and ADA accommodation requests in accordance with applicable federal and state laws and university policies.
• Communicate with employees regarding leave needs, modified work schedules, and workplace accommodations.
• Advise faculty and staff on the interaction of leave laws with paid time off, workers' compensation, and disability benefits.
• Facilitate training sessions and provide technical expertise to staff and managers on leave policies and procedures.
• Maintain communication with employees on leave to facilitate smooth and timely return to work.
• Oversee the return-to-work process in partnership with Workers' Compensation and Risk Management.
• Engage in the interactive process to determine employee eligibility for reasonable accommodations under the ADA.
• Draft and recommend revisions to leave policies to ensure compliance with federal, state, and local laws.
• Design and manage communications for work-life benefit programs and oversee vendor partners to ensure delivery of quality services.

Qualifications & Experience

• Bachelor's degree in Human Resources or related field.
• SHRM-CP or SHRM-SCP preferred.
• 5 years of relevant experience in benefits administration, including administering employer group health and welfare plans.
• Knowledge of ADA, FMLA, USERRA, and applicable state and local programs and regulations.
• Program and project management experience, including group facilitation, preferably in a university setting.
• Proficiency with Word, Excel, PowerPoint, and benefit administration systems.
• Outstanding verbal and written communication skills.
• Excellent customer service and problem-solving ability.
• Ability to work independently and collaboratively with a broad range of university and HR partners, and to manage external vendors and consultants.

As the Benefits Consultant, this role develops and coordinates client relationships, manages marketing and renewal activities, and administers benefit and insurance programs across a full client portfolio while educating clients on benefit strategies and cost improvements. The client advisory team relies on this work to sustain accurate financial reporting, compliant plan documentation, and cross-sold P&C coverage that strengthens both client satisfaction and new business results.

Day-to-Day Responsibilities

• Coordinate and maintain relationships with clients and all client stakeholders.
• Coordinate new client implementation with the Account Team.
• Manage marketing and renewal activities, recommending measures to improve satisfaction, performance, and cost.
• Plan, direct, and coordinate benefit and insurance programs, educating clients on benefit strategies.
• Identify and develop methods and procedures to improve efficiency and effectiveness of benefit programs.
• Meet regularly with clients to review programs and make recommendations on improvements.
• Conduct employee benefit and open enrollment meetings.
• Review financial and management reports monthly and prepare client utilization and financial reporting.
• Administer marketing and renewal functions, including preparation of requests for proposals.
• Review contracts, summary plan descriptions, and agreements for accuracy.
• Cross-sell P&C lines of coverage and assist in the sales process for new clients.

Skills & Qualifications

• Active Life, Accident, and Health Insurance Agent License.
• Minimum 5 years in an insurance-related or human resources position.
• Prior brokerage or consultant experience preferred.
• Exceptional knowledge of all lines of benefits, including self-funded medical insurance.
• Knowledge of the local market with existing relationships with carriers and employers.
• Proficient mathematical and analytical skills with strong attention to detail.
• Strong computer skills using Microsoft Office Excel, Word, and PowerPoint.
• Strong customer service, client relations, and oral and written communication skills.
• Ability to independently make accurate decisions and work collaboratively.
• Ability to learn new software systems.