“I come back for the people, the integrity of the organization. We’re always trying to do what’s best.”

19-year Northwestern Benefit Employee

“We understand that creating a World Class experience for our clients only occurs if we create a World Class experience for our Northwestern Benefit team members. Therefore, it’s our commitment to foster a culture that delivers on this experience.”

David Asbury, CEO

“I love the culture and the people I work with.”

13-year Northwestern Benefit Employee

Our unique corporate philosophy and business model separate Northwestern Benefit from other organizations. The defining characteristics of our corporate culture are integrity, respect and service.

We recruit and retain extraordinary people. We have developed an extremely talented team that is truly invested in Northwestern Benefit, our vision and the companies we serve.

Are you intentionally different, too?

DEPARTMENT POSITION TITLE CITY, STATE
Consulting, Small/Mid-Market Group Benefits Educator for Group Health & Welfare Atlanta, GA
Consulting Support Consulting Support Specialist Atlanta, GA
Consulting Support Consulting Support Supervisor Atlanta, GA
Consulting, Large Group Large Group Benefit Consultant Atlanta, GA
Management Office Manager Atlanta, GA
Consulting Support Senior Underwriting Consultant Atlanta, GA

Benefits Educator for Group Health & Welfare

Department: Consulting, Small/Mid-Market Group

Location: Atlanta, GA

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Position Objective 

Northwestern Benefit delivers high-quality enrollment services to ensure that each event is conducted per client specifications.  Benefit Educators have a key role in delivering Northwestern Benefit’s overall value proposition.  Benefit Educators lead group and individual open enrollment meetings and new hire orientation meetings.  Benefit Educators should have experience in group health insurance and employee benefits, to explain benefit plans to groups of employees. 

 

The ideal candidate should:

  • Be knowledgeable in employee benefits
  • Be comfortable speaking in front of strangers
  • Have strong interpersonal skills
  • Act with integrity and self-confidence always
  • Bi-lingual skills are a plus

 

The ability to 1) work in a fast-paced changing environment, 2) travel overnight by personal vehicle or airplane (occasionally on a weekend), and 3) problem solve independently are essential.  A flexible schedule and the freedom to accept assignments with little notice are critical. 

 

Duties and Responsibilities:

  1. Remain knowledgeable of the industry and recent updates/legislation/changes
  2. Establish and maintain good working relationships with employer and client contacts
  3. Arrive at scheduled work site in accordance with organization and client expectations
  4. Educate potential members on all aspects of the plan(s) including answering questions regarding the plan’s features and benefits
  5. Assist current members with issue resolution and re-enrollment (as applicable)
  6. Complete paperwork and expense report post-event in a timely manner

 

Qualifications:

  1. 4+ years of experience explaining employee benefits at the participant level with a background in benefits.
  2. Health/Accident/Sickness state insurance license
  3. High School Diploma (advanced degree preferred)
  4. Valid driver’s license and personal transportation
  5. Intermediate knowledge of Microsoft PowerPoint
  6. Intermediate computer skills
  7. Adept at public speaking and making group presentations.
  8. Works effectively in a fast-paced environment. 
  9. All candidates must be able to pass a background check

 

Physical Requirements/Miscellaneous to Achieve the Objective(s)

  1. While performing the duties of this job, you will be frequently required to stand and walk.
  2. This position involves light lifting and transporting of boxes that may weigh up to 40 pounds each and be awkward to carry.
  3. This position will require getting to and from client locations.  For that, it is expected that one will maintain a valid driver’s license and own a reliable vehicle.

 

Reporting/Accountability

  1. Reports to:     Manager of Consulting, Small Group & Mid-Market
  2. Supervises:     None

 

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed.  It is not a contract.

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Consulting Support Specialist

Department: Consulting Support

Location: Atlanta, GA

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Consulting Support Specialist 

Department/Company: Analytics and Consulting Support

Classification: Full-Time (40 hours/week), Salaried, Non-Exempt

Reports to: Manager, Analytics and Consulting Support Services  

Position Objective 

The contribution that a Consulting Support Specialist makes to Northwestern Benefit is:

  1. Project manage the renewal process for clients to obtain competitive analysis of employee benefit options ;
  2. Provide proactive support to Benefits Consultant (BC) in the renewal process consistently, timely and accurately.

 

II.     Tasks to Accomplish the Objective(s):

Manage, in coordination with the BC, the insurance plan renewals for each client in the book of business.
    1. Obtain the company census.
    2. Receive the list of insurance carriers to market for a quote on the particular plan(s).
    3. Manage and track quote request responses from the carriers.
    4. Obtain spread instructions from BC to determine proposal components.
    5. Assemble Proposal components (executive summary, quote request results, spreadsheets, supporting documentation, etc.).
    6. Update renewal decision information in Brokerage Builder.
    7. Complete insurance master paperwork when necessary.
    8. Load Brokerage Builder with all client information.
Address the daily responsibilities, planned and unplanned, and manage duties in a way that forwards the business and strengthens business relationships.
    1. Maintain organize and clean work space.
    2. Excellent written and verbal communication skills
    3. Proactive planning and prioritization skills.
Coordinate CSS/BC team meetings and communicate thoroughly, proactively and clearly all aspects of the client Renewal Process.

 Attain and maintain industry knowledge of employee benefits, plan designs, legislation and emerging benefit trends.

Anticipate issues in Renewal Process and verifies all information (rates, benefit items, contributions & waiting period).

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time; This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned; This job description is subject to change at any time.

 

III.       Knowledge/Experience Required to Achieve the Objective(s)

 

  1. An earned high school diploma required; Bachelor degree is preferred.
  2. Three years of group benefit experience is preferred.
  3. A working knowledge of employee welfare benefits, understanding HMOs, PPOs, and indemnity plans as well as ancillary coverage’s such as life, disability, and dental insurances is preferred.
  4. A working knowledge of Self-Funded plans is preferred.
  5. Must be proficient in Excel: i.e. formulas, formatting, pivot tables, v-lookups, etc.
  6. Must be proficient in Microsoft Office, MS Word and PowerPoint.
  7. Must have great organizational and project management skills.

 

 

 

IV.    Skills/Abilities Required to Achieve the Objective(s)

 

  1. Highly organized and driven to accomplish the goals set before him/her.
  2. Strong attention to detail.
  3. Thrives by building relationships with co-workers.
  4. Manages numerous simultaneous projects efficiently and effectively.
  5. Operates well in a fast-paced, energetic environment and welcomes change.
  6. Creates or modifies processes/procedures to simplify tasks.
  7. Possesses strong verbal and written communication skills on the phone and in person.
  8. Contributes to and flourishes in a team environment.
  9. Supports team members during peak schedule by offering to help where needed.
  10. Models and exemplifies the Northwestern Benefit 25 Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
  11. Uses the Collaborative Way effectively to mediate concerns, offer encouragement and build good working relationships.

 

 

 

V.     Physical Requirements/Miscellaneous Required to Achieve the Objective(s) 

 

  1. Reaching. Extending hand(s) and arm(s) in any direction. 
  2. Walking. Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another.
  3. Fingering. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling.
  4. Grasping. Applying pressure to an object with the fingers and palm.
  5. Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
  6. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
  7. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.
  8. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
  9. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.

 

VII.   Person Description

 

Assessment Tool(s) used for hiring in this position: 

 

Harrison Personality Test 

 

 

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

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Consulting Support Supervisor

Department: Consulting Support

Location: Atlanta, GA

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Department/Company:  Analytics and Consulting Support, Northwestern Benefit

Classification:                  Full-Time (40 hours/week), Salaried, Exempt

Reports to:                          Manager, Analytics and Consulting Support Services  

 

I.        Position Objective: The contribution that a Consulting Support Supervisor makes to Northwestern Benefit is to:

  1. Be the Subject Matter Expert for all things relating to the Consulting Support Specialist (CSS) and Account Coordinator (AC) roles. 
  2. Create and manage the CSS/AC capacity and workload plan to ensure BC’s have adequate support and create transition plans when necessary.
  3. Be the first line contact to handle and resolve all complaints and escalated issues.
  4. Be responsible for creating the renewal status report and distribute to appropriate staff and leadership.
  5. Ensure that CSS/ACs are meeting due dates for RFPs, Proposals and updating the client database.
  6. Assess performance of individuals on the team and work with the Manager to determine training and improvement plans, as needed.
  7. Give instructions and delegate tasks to the CSS/AC team.
  8. Assist with setting goals and objectives for the CSS/AC department and individual team members.
  9. Assist with designing, documenting and implementing processes to the team.
  10. Assist with the strategic planning for the team.
  11. Assist with interviewing and candidate selection for the team.
  12. Manage other processes, reports and projects as directed.
  13. Provide an optimistic and supportive climate for motivation to the team.

  

II.    Tasks to Accomplish the Objective(s)

  1. Must be an expert on the insurance plan renewal process, including but not limited to having      expert knowledge of self-insured plans. 
  2. Monitor insurance plan renewal process for all CSS and ACs.
  3. Ensure that the CSS/AC is trained to do their job accurately.  a) Monitor, track and report on the status of all renewals, b) Ensure that each client has a CSS/AC to manage the renewal accurately and timely, c) Ensure that the CSS/AC has the capacity to complete renewal tasks on schedule.
  4. Monitor the updates of plan information to the Brokerage Builder (BKB) application.  a) Ensure that the CSS/AC is trained to update BKB accurately, b) Ensure that the CSS/AC has the capacity to update BKB in a timely manner, c) Monitor the status of updates to BKB.
  5. Address the daily issues that arise and manage them in a way that forwards the business. 
  6. Provide leadership to CSS and ACs through example, experience and instructions
  7. Support staff with other tasks as needed. a) Assist with training when necessary, b) Perform second review of database updates, rfps, proposals, etc. as directed, c) Identify and share best practices. d) Manage other projects as directed.

  

III.     Knowledge/Experience Required to Achieve the Objective(s)

  1. Three years of Supervisor or Team Lead experience is required.
  2. An earned high school diploma is required; college degree preferred.
  3. Five years of group benefit experience is preferred.
  4. Experience with training and quality review is required
  5. A strong knowledge of employee welfare benefits, understanding HMOs, PPOs, and indemnity plans as well as ancillary coverage’s such as life, disability, and dental insurances is required. 
  6. Knowledge of how self insured and fully insured plans are administered, quoted and implemented is required. 
  7. Must be an expert (advanced level) in Microsoft Office applications which specifically include:  Excel, Word, PowerPoint and Outlook.
  8. Knowledge of Brokerage Builder or other brokerage software is preferred.
  9. Understanding of Benefits Administration processes, implementation and software is preferred.
  10. Ability to multi-task, be highly organized and manage projects is required.

 

 

IV.     Skills/Abilities Required to Achieve the Objective(s)

  1. Highly organized and driven to accomplish the goals set before him/her.
  2. Strong attention to detail.
  3. Thrives by building relationships with co-workers.
  4. Manages numerous simultaneous projects efficiently and effectively.
  5. Operates well in a fast-paced, energetic environment and welcomes change. 
  6. Creates or modifies processes/procedures to simplify tasks. 
  7. Possesses strong verbal and written communication skills.
  8. Contributes to and flourishes in a team environment.
  9. Supports team members during peak schedule by offering to help where needed.
  10. Models and exemplifies the Northwestern Benefit 25 Tenets.  In all things, seeks to behave in a personal, consistent, and reliable manner. 
  11. Uses the Collaborative Way effectively to mediate concerns, offer encouragement and build good working relationships.
  12. Independent thinker, offering suggestions for new and forwarding practices.
  13. Has a very positive attitude, is flexible, dependable, accountable and willing to do whatever it takes to get the job done.  Is objective and a motivator of people.

 

 V.      Physical Requirements/Miscellaneous Required to Achieve the Objective(s)

  1. Reaching. Extending hand(s) and arm(s) in any direction. 
  2. Walking. Moving about on foot to accomplish tasks, particularly for long distances or moving from one work site to another.
  3. Fingering. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling.
  4. Grasping. Applying pressure to an object with the fingers and palm.
  5. Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
  6. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
  7. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.
  8. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
  9. The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.

 

Assessment Tool(s) used for hiring in this position: 

Harrison Personality Test 

 

 

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed.  It is not a contract.

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Large Group Benefit Consultant

Department: Consulting, Large Group

Location: Atlanta, GA

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Benefits Consultant, Large Group

I.       Position Summary

A Benefits Consultant (BC) interfaces with a group of clients (a book of business) to strategize and propose viable solutions to manage the menu of Health & Welfare benefit options that the client offers to its employees. BCs partner with clients and assist them with 1) emerging trends in employee benefits, 2) their annual renewal process, and 3) other possible options that would enhance or meet the goals of the client; the end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. BCs quickly assess the nature of any given problem, understand thoroughly the expectations of the client, and consistently meet or exceed those expectations. BCs must contribute to and flourish in a team environment, learn and exemplify the Collaborative Way, and engage in regular professional development. Position supports Large Group clients (100 – 3,000 employee lives).

 II.     Position Responsibilities

  1. Partners with each client in the book of business. The partnership is demonstrated through:
    1. Organizes and leads regular pre-planned meetings with the client;
    2. Understands key business issues facing the client, and brings viable solutions to the client to address those needs;
    3. Creates and executes meaningful long-term strategic benefit plans;
    4. Acts intentionally to retain clients and succeeds.
  2. Understands thoroughly (and stays knowledgeable of) employee Health & Welfare benefit programs including program design, compliance & legislation, and emerging trends.
  3. Strategically plans and executes plan renewals, staying in regular communication with the client and updating them on various emerging trends and solutions for their business needs.
  4. Anticipates concerns developing from the renewal process; proactively checks and verifies all information (new rates, employee enrollments and changes, ID cards, etc.); immediately addresses and solves problems generated through the renewal process.
  5. Adds value to our clients through presentation of strategic solutions for their benefit program; encourages client to be innovative; alerts client to potential issues (legislative and compliance information); serves client as an educator or speaker on benefit topics to assist employees being as effective as possible.
  6. Uses tools and systems (e.g. Zywave, MS Word, Excel, etc.) to enhance the job. Updates systems and keeps client files and work area organized and clean.
  7. Communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
  8. Positively influences the team members; uses the Collaborative Way effectively to mediate concerns, offer encouragement and praise, and build good working relationships.

 

  1. Promotes and offers ideas for improvement.
  2. Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
  3. Assesses the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meets those expectations through viable solutions.

 

III.    Reporting/Accountability

A.      Reports to:        Manager, Large Group Consulting

  1. Supervises:        None

IV.    Knowledge/Experience Required

  1. Five+ years of experience in benefits including a strong knowledge of both fully and self-insured plans (carrier/TPA review & negotiation, network analysis, stop loss strategies, claims reporting), ancillary lines, and current legislation.
  2. An earned bachelor’s degree (or its equivalent).
  3. An earned Georgia accident, sickness and life license
  4. Professional Designations (RHU, REBC, CEBS) preferred.

V.     Talents/Strengths Required

  1. Organization
  2. Project Management
  3. Communication
  4. Diplomacy
  5. Able to prioritize effectively
  6. Multi-tasking

VI.    Skills/Abilities Required

  1. Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
  2. Highly organized.
  3. Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
  4. Possess a natural inclination to reach out, build relationships, and uncover issues before the client calls Northwestern Benefit.
  5. Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.

VII.   Physical Requirements/Miscellaneous

  1. Valid Driver’s License.
  2. Reliable vehicle.
  3. Some light to moderate lifting & moving of enrollment supplies/materials.
  4. Some travel might be involved, including overnight and airline travel.

 This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

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Office Manager

Department: Management

Location: Atlanta, GA

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I.        Position Summary

The Office Manager (OM) will plan, direct, and coordinate Northwestern Benefit’s (NB) operations. The OM is responsible for improving performance, productivity, efficiency, and profitability through the implementation of effective methods and strategies.  The OM contributes towards the achievement of the company’s strategic and operational objectives.  The OM has responsibility for overseeing the daily operational needs of the office, as well as planning for future needs of the facilities and workspaces.  The OM’s contribution to NB is to enhance the employment environment and culture by assisting the Chief Financial Officer and the NB management team with various office, organizational, and IT oversight functions.

 

II.       Responsibilities: 

  1. Manages vendors, including the property management company, to deliver quality services to our entire team.  Service areas include: HVAC system, temperature controls, and environmental issues; Lighting and work condition issues; Janitorial Services; Security Systems including office access badges/keypads, locks, and doors; Phone Systems.
  2. Coordinates team member moves and space planning.
  3. Coordinates organizational transitions and building moves.
  4. Orders and maintains inventories of office supplies, kitchen supplies, and appliances.
  5. Orders and maintains inventories of office furniture and interiors.  This includes new orders, maintenance, and repair coordination.
  6. Manages the NB copy center to include management of the copy center facilities management vendor and NB fulfillment team.
  7. Manages NB Technology Support Specialist (TSS).  Guides TSS in determining IT back-up needs for team members who have to be without their equipment for any time period.    
  8. Monitors, manages, and improves the efficiency of IT and Copy Center support services. Facilitates coordination and communication between support functions.
  9. Oversees proper operation of office equipment to include printers, copiers, scanners, computers, postage/shipping, and binding equipment.
  10. Communicates effectively with NB team regarding operational and building announcements.
  11. Collaborates with NB team to ensure professional appearance of all bulletin boards and posted materials by partnering with those responsible for their appearance and content.
  12. Organizes quarterly all team meetings, semi-annual organization day, and annual celebrations in partnership with the Operations Team and Human Resources.
  13. Partners with Human Resources in planning for new team member Integration.  Ensures workstations have desk supplies, business cards, phone, phone list, and IT equipment needed to perform job duties on the new hire’s first day of work.
  14. Maintains team member security access to the facilities.
  15. Trains new hires on office equipment and copy center protocols. 
  16. Maintains business cards, organizational chart, seating chart, phone list, and name plates with team member changes and promotions
  17. Updates and publishes annual planning calendar and monthly events calendar in partnership with Human Resources and the Operations Team.
  18. Oversees safety procedures such as first aid, fire drills and other evacuations, etc.

 

III.      Reporting/Accountability

Reports to:  Chief Financial Officer

Supervises:       

Technology Support Specialist (1)

Fulfillment Specialist (1)

 

IV.      Knowledge/Experience Required to Achieve the Objective(s)

  1. Knowledge and experience in organizational effectiveness and operations management.  
  2. 3+ years overseeing an office environment as an Office Manager or Operations Manager.
  3. Knowledge of project management principles and practices.
  4. Information technology skills.
  5. Bachelor’s degree preferred, or an equal working-time equivalent.

 

 V.      Skills/Abilities Required to Achieve the Objective(s)

  1. Proven work experience as operations manager.
  2. Leadership and organizational skills.
  3. Adequate knowledge of organizational effectiveness and operations management.
  4. Budget development and oversight experience.
  5. Ability to effectively communicate with all levels of the organization.
  6. Critical thinking and problem solving skills.
  7. Planning and organizing skills. 
  8. Effective decision-making ability. 
  9. Basic IT skills (databases, MS Office etc).
  10. Working knowledge of computers and phone systems.
  11. Presents oneself confidently and professionally
  12. Effectively manages multiple projects and deadlines.  Keeps larger projects managed and on time, while multi-tasking many day-to-day requests.
  13. Models and exemplifies Northwestern Benefit’s 25 Tenets.  In all things, seeks to behave in a personal, consistent, and reliable manner.

 

 VI.     Physical Requirements/Miscellaneous

  1. There is weekly lifting and moving of office equipment and supplies that are required (40 lbs or less)

 

Assessment Tool(s) used for this position: 

Harrison Profile

 

 

This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed.  It is not a contract.

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Senior Underwriting Consultant

Department: Consulting Support

Location: Atlanta, GA

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As the Senior Underwriting Consultant (SRUC), this individual will support the Consulting team with internal underwriting reviews, benefit analytics, training, as well as development and maintenance of our analytic deliverables.  Typical functions include, but are not limited to, gathering, manipulating and summarizing data for plan reviews, mid-year reports, benchmarking reports and providing ongoing analysis throughout the year. Analyzing claims data and reporting on possible future costs will be critical functions for this role.  This position will project manage the development, preparation and interpretation of client deliverables.  

 

The SRUC will attend client & prospect meetings to communicate complex financial concepts and support the delivery of financial analysis to the client or prospect.  The SRUC will conduct group and individual education sessions for the Northwestern Benefit Consulting team, clients and prospects on complex financial concepts to include benefit underwriting and analytics.  The SRUC will be an internal subject matter expert on the same concepts.

 

The SRUC must contribute to and flourish in a team environment, learn and exemplify the Collaborative Way, and engage in regular professional development. The SRUC will work independently and with the reporting team each year to reach goals for the reporting team annually.  The SRUC must regularly report progress on team and organization initiatives to the Manager of Analytics and Consulting Support.   

 

Senior Underwriting Consultant Responsibilities

  1. Collect, analyze and interpret health care data for client reports. Typical reports include:  monthly claim reports, quarterly plan reviews, mid-year plan reviews, benchmarking reports, and post-renewal reports.
  2. Conduct plan performance analysis.
  3. Develop Premium Equivalent rates for self funded plans.
  4. Develop reserve estimates for self funded plans.
  5. Conduct self-funding feasibility analysis for clients and prospects.
  6. Project manage ACA reporting functions of the team.
  7. Calculate employee contributions to meet employer cost objectives.
  8. Develop and improve client reports and other client deliverables. 
  9. Provide proactive departmental leadership for client reporting deliverables and renewal negotiation practices. 
  10. Provide continuous departmental leadership in identifying and maintaining the best data sources and analytical tools.
  11. Attend client meetings to assist in the presentation of complex renewal and plan performance financials.   
  12. Attend prospective client meetings to present reporting capabilities.   
  13. Conduct qualitative and/or quantitative studies using spreadsheets, databases and customized applications.
  14. Conduct group and individual education sessions for the Northwestern Benefit Consulting team, clients and prospects on complex financial concepts to include benefit underwriting and analytics.  
  15. Act as an internal subject matter expert on underwriting and financial concepts 
  16. Assisting with special projects as needed

 

Reporting/Accountability

Reports to:         Manager of Analytics and Consulting Support

Supervises:        None

 

Knowledge/Experience Required

  1. 10+ years of experience in employee benefits including a strong knowledge of both fully and self-insured health and welfare plans (carrier/TPA review & negotiation, network analysis, stop loss strategies, claims reporting), ancillary lines, and current legislation.
  2. 5+ years of experience as an underwriter for health and welfare plans.
  3. An earned bachelor’s degree (or its equivalent).
  4. An earned Georgia accident, sickness and life license
  5. Professional Designations (REBC & CEBS) preferred.

 

Talents/Strengths Required

  1. Organization
  2. Communication
  3. Able to prioritize effectively
  4. Multi-tasking

 

Skills/Abilities Required

  1. Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
  2. Highly organized.
  3. Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
  4. Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.

 

Physical Requirements/Miscellaneous

  1. Valid Driver’s License.
  2. Reliable vehicle.
  3. Some light to moderate lifting & moving.
  4. Some travel might be involved, including overnight and airline travel.
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