OVERVIEW Alera Group Philadelphia is seeking a Senior Consultant to join our Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Would you like to 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 so, this is your chance to be part of an amazing organization! The Senior Consultant is responsible for planning, managing, and coordinating the delivery of all services for Employee Benefit clients, working closely with Producers and independently, with support from other colleagues.
Essential to this role is a strong knowledge and experience in health and welfare benefit programs, including design, funding, administration, compliance, and communications.
Success in this role requires strategic, critical thinking and a high level of accountability. This highly client-interactive position demands an organized, proactive, results-driven individual with strong excellent time management skills.
RESPONSIBILITIES Possess the technical expertise to service multiple high-complexity accounts. Lead client meetings and present complex information to key decision-makers.
Manage and retain a growing book of business. Provide high-touch professional service to assigned clients. Manage internal partners, deliverables, and timelines to meet client goals.
Lead strategic planning processes to define client goals and multi-year plans. Develop project plans and manage their execution.
Stay informed and support clients on current insurance markets, trends, legislative requirements, and industry changes. Act as a vendor liaison to manage service expectations and renewal negotiations.
Prepare client financials and analysis, including marketing results, budgets, forecasting, contribution modeling, and claims analysis.
Develop and coordinate content for client presentations. Efficiently manage multiple projects for multiple clients simultaneously.
Establish, build, and maintain strong relationships with clients. Demonstrate effective knowledge of underwriting practices and processes.
Mentor junior colleagues and maintain constructive relationships. Define client business needs and identify opportunities to increase account growth and drive revenue.
Work independently and collaboratively in a team environment. Work efficiently in a fast-paced environment with a high degree of accuracy.
Participate in local, regional, and / or national team initiatives. Exhibit subject matter expertise in at least one of the following areas : financial underwriting and analysis, compliance, advanced health strategies, mergers and acquisitions, member communication and education, benefit administration.
QUALIFICATIONS PA Life and Health License. Bachelor’s degree or relevant work experience. Excellent working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Strong rapport-building skills. Excellent attention to detail. Excellent written, communication, and presentation skills.
Effective time management skills with strong organizational and prioritization abilities. Ability to work well in a fast-paced, high-pressure environment.
Occasional travel to support clients. Ability to work extended hours during peak periods. BENEFITS 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. #LI-AM1 #LI-HybridPA Life and Health License.
Bachelor’s degree or relevant work experience. Excellent working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Strong rapport-building skills. Excellent attention to detail. Excellent written, communication, and presentation skills.
Effective time management skills with strong organizational and prioritization abilities. Ability to work well in a fast-paced, high-pressure environment.
Occasional travel to support clients. Ability to work extended hours during peak periods.Possess the technical expertise to service multiple high-complexity accounts.
Lead client meetings and present complex information to key decision-makers. Manage and retain a growing book of business.
Provide high-touch professional service to assigned clients. Manage internal partners, deliverables, and timelines to meet client goals.
Lead strategic planning processes to define client goals and multi-year plans. Develop project plans and manage their execution.
Stay informed and support clients on current insurance markets, trends, legislative requirements, and industry changes. Act as a vendor liaison to manage service expectations and renewal negotiations.
Prepare client financials and analysis, including marketing results, budgets, forecasting, contribution modeling, and claims analysis.
Develop and coordinate content for client presentations. Efficiently manage multiple projects for multiple clients simultaneously.
Establish, build, and maintain strong relationships with clients. Demonstrate effective knowledge of underwriting practices and processes.
Mentor junior colleagues and maintain constructive relationships. Define client business needs and identify opportunities to increase account growth and drive revenue.
Work independently and collaboratively in a team environment. Work efficiently in a fast-paced environment with a high degree of accuracy.
Participate in local, regional, and / or national team initiatives. Exhibit subject matter expertise in at least one of the following areas : financial underwriting and analysis, compliance, advanced health strategies, mergers and acquisitions, member communication and education, benefit administration.
Senior Consultant- Employee Benefits
We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier re...
Employee Benefits Account Manager
Employee Benefits Account Manager – Philadelphia. Our client is a leading employee benefit group captive manager that helps mid-sized businesses self-fund and access high-quality health benefits. Account managers serve as the primary liaison for our client’s growing client base and help ...
Senior Employee Benefits Consultant
Senior Employee Benefits Consultant. At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Our employees are encouraged to work collaborat...
Senior Consultant- Employee Benefits
The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Consultant is a ...
Senior Client Service Representative - Employee Benefits
Our Employee Benefits Practice is a key component of our growth and focuses on a unique approach to delivering employee benefits solutions. You will be responsible for assisting with carrier and vendor claim resolution, member eligibility management and coordinating and answering employee benefits c...
Senior Employee Benefits Account Manager
Employee Benefits Account Manager. We have an exciting opportunity for anyone with Employee Benefits Account Executive experience in the Philly area. Looking for someone with 5+ years’ employee benefits experience. Must be well-experienced with all Benefits – Medical, Vision, Dental, Life, Ancillary...
Senior Benefits Consultant- Pennsylvania
Full Benefits (Medical, Dental Vision). ...
Senior Client Service Representative - Employee Benefits
Our Employee Benefits Practice is a key component of our growth and focuses on a unique approach to delivering employee benefits solutions. You will be responsible for assisting with carrier and vendor claim resolution, member eligibility management and coordinating and answering employee benefits c...
Financial and Underwriting Consultant Lead - Employee Benefits Insurance
Identify, coordinate, and manage all relevant external business partner relationships, including but not limited to insurance carriers, external consultants, and third party administrators and vendors. ...
Senior Benefit Consultant - Voluntary Benefits (MMA East)
Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. As a me...