TRUEbenefits, an Alera Group Company is seeking a Consultant to join our Employee Benefits teamAre you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?If that is what you’re looking for, this is your chance to be part of an amazing organizationTRUEbenefits provides practical, forward-looking and cost-effective employee benefit consulting services for leading Northwest employers.
We’ve succeeded by being true to ourselves, our clients, the marketplace and our community.This client-facing position is responsible for managing and retaining an assigned book of Health & Welfare clients.
Consultant is expected to have thorough knowledge of group insurance coverages including medical, dental, vision, life, and disability, have a thorough understanding of the financial and insurance arrangements available for these coverages, and be fluent in the various types of third-party administration services our clients might need.
Finally, Consultant should be able to provide compliance education and strategic guidance around risk management and benefits administration.Responsibilities Benefit Account ManagementConsultant is responsible for the management of their clients’ benefit programs, including design,strategy alignment, renewals, periodic check-ins, and overall impression of TRUEbenefits.
An importantelement to this is managing annual milestones around the renewal date of the client’s contracts andagreements with their respective vendors.
Consultant is the responsible and accountable party to ensureeach client’s needs are met but will work with other team members as their individual roles dictate.Client RelationsConsultant is responsible for maintaining the overall relationship with assigned clients.
This should bedone in a professional fashion with unquestionable integrity and dedication to excellence.
Some clientaccounts may also have a Partner/Producer assigned.Other ResponsibilitiesManage communications for major, account level-changes to clients.Provide guidance on wellness communications and manage issues with ongoing programs.Gather data needed to market medical plans, obtain quotes, and prepare spreadsheet analysis.Act as a liaison with our carrier partners to ensure accuracy of carrier contracts.Become proficient in all plans and products in the assigned book of business and be an internal resource.Develop, modify, and finalize professional sales presentations, written communications, and other documents.Partner with other teams to ensure client needs are met and that actions are in compliance with federal, state, and local laws and regulations.Qualifications Minimum RequirementsEducation & Experience: Developing the competencies above typically involves formal education and real-world experience.At minimum, 6-8 years of account management or client service/relationship management experience is required.A bachelor’s degree is preferred.Certificates & Licensure: Applicable state life & disability insurance producer license is required and must be obtained within 30 days of hire.
Relevant certifications, such as Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), or NAHU Certifications, are preferred.Other Requirements: Because of frequent travel by vehicle to H&W client sites and access to sensitive client information, we require you have a valid driver’s license and pass a background check.Work Environment & Physical DemandsPerforming the duties of this job will include working in an office cubicle environment; this may require sitting, typing, and talking/listening on a telephone for long periods of time.
The employee will need to bend, lift, get in/out of vehicles, operate a range of office equipment, and carry packet paperwork up to 15 lbs.
in weight.Advisors must be able to travel to client meetings, usually with the use of a personal vehicle but occasionally by air as business demands.
It is estimated that 60% of time will be spent in the office; 40% of time will be travel.Equal Opportunity Employment We’re an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you’re a California resident, please read the California Consumer Privacy Act prior to applying.pandoIQ