HEALTH AND BENEFITS CONSULTANT SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Apr 26, 2025 - The position demands extensive expertise in health and welfare account management, employee benefit plan design, and understanding of regulatory trends to deliver strategic and compliant solutions. This role requires strong skills in managing complex, multi-plan accounts, completing high-quality projects on time and within budget, and implementing innovative strategies to address health care benefits challenges. The consultant will possess advanced communication, analytical, and technical abilities to excel in dynamic environments with shifting priorities.

Essential Hard and Soft Skills for a Health and Benefits Consultant Resume
  • Account Management
  • Plan Design
  • Insurance Knowledge
  • Regulatory Compliance
  • Data Analysis
  • Consulting Experience
  • Project Management
  • Microsoft Proficiency
  • CEBS Certification
  • Bilingual Communication
  • Client Relationships
  • Problem Solving
  • Analytical Thinking
  • Multitasking Ability
  • Organizational Skills
  • Communication Skills
  • Team Collaboration
  • Attention Detail
  • Adaptability Skills
  • Results Driven

Summary of Health and Benefits Consultant Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Experience in the insurance or healthcare consulting industry, specifically in employee health and welfare benefits
  • Strong customer service skills, with the ability to develop great client relationships with multiple clients
  • Ability to handle multiple projects at one time
  • Strong working knowledge of benefits and services offered and value to clients
  • Experience within employee benefits with a focus on compliance
  • Prior experience in a professional services firm, insurance company or legal environment
  • Strong knowledge of IRC, ERISA and other relevant laws and regulations affecting employee benefit plans
  • Material client-facing experience with public speaking experience 
  • Experience in managing multiple individuals and project work streams and producing quality deliverables on time and within budget
  • Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges
  • Experience working with data and analysis
  • Strong background in Consulting and Health Benefits

2. BA in Business Management with 5 years of Experience

  • Working experience in a consulting or underwriting environment 
  • Must be bilingual, able to write and speak in English and French
  • Demonstrated problem-solving and analytical skills in developing solutions for complex client/business issues
  • Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services
  • Demonstrated ability to lead projects and client team members
  • Strong technical expertise and the proven ability to remain current concerning industry trends, provincial and federal legislative policies and changes
  • Excellent interpersonal, communication and presentation skills, both verbally and written
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision
  • Meticulous attention to detail, refined organizational skills and the ability to multitask
  • Proven ability to prioritize competing requirements and deadlines under pressure
  • Strong computer skills and proficiency with the Microsoft Office Package
  • Must be completed Certified Employee Benefit Specialist (CEBS) 

3. BA in Public Health with 4 years of Experience

  • Health and welfare account management experience including some underwriting or analytical experience
  • Strong technical knowledge of health and welfare employee benefit plan design, insurance products, current trends and regulatory environment
  • Experience managing large clients (multi-plan/state, complex plans, etc.)
  • Strong client service orientation with the ability to proactively understand clients’ human capital needs and present/implement solutions
  • Proven experience managing multiple projects simultaneously and producing quality deliverables on time and within budget
  • Excellent verbal and written communication skills including presentation skills
  • Computer skills which include proficiency with Microsoft Word, Excel and PowerPoint, as well as navigation within the Internet
  • Ability to work both independently and in a dynamic team environment with rapidly changing priorities and demands
  • Demonstrated ability to drive results and take initiative
  • Ability to prioritize and handle multiple tasks in a demanding work environment
  • Experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges
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