Benefits Consultant, Large Group
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).
- Partners with each client in the book of business. The partnership is demonstrated through:
- Organizes and leads regular pre-planned meetings with the client;
- Understands key business issues facing the client, and brings viable solutions to the client to address those needs;
- Creates and executes meaningful long-term strategic benefit plans;
- Acts intentionally to retain clients and succeeds.
- Understands thoroughly (and stays knowledgeable of) employee Health & Welfare benefit programs including program design, compliance & legislation, and emerging trends.
- 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.
- 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.
- 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.
- 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.
- Communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
- Positively influences the team members; uses the Collaborative Way effectively to mediate concerns, offer encouragement and praise, and build good working relationships.
- Promotes and offers ideas for improvement.
- Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
- Assesses the nature of a problem quickly, understand thoroughly the expectations of the client, and consistently meets those expectations through viable solutions.
Reports to: Manager, Large Group Consulting
- 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.
- An earned bachelor’s degree (or its equivalent).
- An earned Georgia accident, sickness and life license
- Professional Designations (RHU, REBC, CEBS) preferred.
- Project Management
- Able to prioritize effectively
- 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.).
- Highly organized.
- Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
- Possess a natural inclination to reach out, build relationships, and uncover issues before the client calls Northwestern Benefit.
- Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.
- Valid Driver’s License.
- Reliable vehicle.
- Some light to moderate lifting & moving of enrollment supplies/materials.
- Some travel might be involved, including overnight and airline travel.
To apply for this position, please go to www.northwesternbenefit.com
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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The contribution that a Manager of Wellness Consulting (MWC) makes to Northwestern Benefit (NB) is to help us sell new business and retain existing business by delivering extraordinary value in helping companies develop and implement effective wellness solutions.
The role of the MWC is to help clients take a proactive approach to a comprehensive health promotion program. NB believes programs that promote prevention and reduce health risks yield valuable results. The MWC is committed to assisting wellness team members and clients in creating workplace environments that not only promote healthy lifestyle behaviors, but that also empower employees to take control of their health. Ultimately, NB provides our clients the tools, resources and assistance to build successful, ongoing wellness programs.
A MWC is a BC recognized for extraordinary contributions, experience, expertise, and leadership of the team. MBCs guide a team of two to five wellness team members. MBCs answer day to day questions from the team and are a designated point of escalation. MBCs conduct field performance shadowing and assessment, and mentor and develop team members. MBCs lead regular meetings with their aligned team. LBCs facilitate case level strategy discussions both one on one and amongst the team. MBCs oversee the implementation and progress of team initiatives and goals (WIGs). MWCs serve as the department liaison to the organization. They work closely with several NB departments, including: Leadership, Benefit Consulting, Sales and Analytics.
- Lead wellness program strategy sessions with clients and prospects.
- Conducts wellness program compliance reviews for clients, in partnership with NB’s Employee Benefit Counsel.
- Develops and manages multi-year client specific wellness / population heath management programs.
- Builds and maintains carrier and vendor relationships.
- Stays appraised of the competitive landscape of what competitors are offering clients as relates corporate wellness programs and initiatives. Briefs Benefit Consulting and Leadership teams regularly on competitive landscape.
- Educates Benefit Consultants on carrier and vendor programs and resources, industry trends, etc.
- Develops and conducts regular client wellness workshops. Occasionally present on wellness related topics at client seminar and industry events.
- Leads a team of assigned Wellness Consultants.
- Coordinates and leads regular (at least monthly) one-on-one mentoring discussions with team members regarding client issues, work concerns, and growth advice.
- Performs job shadowing and quality review audits in order to provide feedback and coaching to applicable team members.
- Answers day to day questions from the team and provides coaching and mentoring as appropriate.
- Partners with team members to resolve internal and external client escalations in a timely fashion.
- Facilitates case level strategy discussion both one on one and with the larger team. Leads roundtable discussions and case studies.
- Serves as a subject matter expert and contributes to achievement of individual and group performance measurements.
- Designs, coordinates, delivers, and evaluates training for the departmental team.
- Oversee and drive execution of team initiatives and goals. Participate in the development of department deliverables; contribute to efforts to steer the department in new and improved directions.
- Escalates team member performance feedback to leader for recognition and/or management as appropriate.
- Communicate regularly with other Lead BCs and Director.
- Organize client work during aligned BC leave of absence.
- Actively participates in recruitment and selection of new team members.
- Integration – Lead the “Day in the Life of a Wellness Consultat” on a rotation
- Site Visits – back up to participate in site visits to discuss “role of the Wellness Consultant”
- Lunch & Learns – back up to attend vendor lunch & learns and greet vendors
- Attend industry events as needed to represent NB
- Participates in and/or leads committees and projects as requested.
A. Reports to: Vice President of Benefits Consulting
B. Manages: 3 – 5 wellness teammates
Knowledge/Experience Required to Achieve the Objective(s)
- Bachelor’s Degree in health education, health promotion or a related field.
- Current First Aid and CPR Certification a plus.
- Specific credentials in health related field a plus – CWPC, CHES, ACSM, ACE, RD.
- Five+ years of experience in a worksite wellness or health promotion field.
Skills/Abilities Required to Achieve the Objective(s)
- Enthusiastic approach to life and health.
- Experience delivering health education in a worksite environment.
- Experience in worksite health promotion and program delivery.
- Skilled in developing and facilitating engaging group sessions.
- Familiarity with wellness vendors and services.
- Self-motivated with an ability to work independently.
- Excellent relationship-building skills - able to develop supportive relationships.
- Strategic thinking – ability to evaluate outcomes and develop targeted wellness programming to improve results.
- Excellent written and oral communication skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
- Strong organizational and project management skills – able to manage multiple tasks simultaneously, manage long term projects and coordinate events.
- Team player – skilled in working collaboratively with others.
- Sound knowledge of Microsoft Office.
- Propensity to learning, for self and others; participates in continued learning and training for the industry and position; is driven to find and coordinate learning opportunities for others, especially in areas that impact their health and wellness.
- Models and exemplifies the NB Tenets. In all things, seeks to behave in a personal, consistent, and reliable manner.
Physical Requirements/Miscellaneous to Achieve the Objective(s)
- This position may involve light lifting and transporting of boxes that may weigh up to 25 pounds each and be awkward to carry.
- This position will require getting to and from client locations. For that, it is typically expected that one will maintain a valid driver’s license and own a reliable vehicle.
Assessment Tool(s) used for this position: Harrison Questionnaire
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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