Senior Benefits Consultant - NY at New York

Job Description

The Human Capital Practice at Willis is at the forefront of the development of the business and is recognized as a key driver of competitive advantage.  This provides exceptional opportunities for our team to participate in wide variety of projects and activities.

 

 

JOB SUMMARY

Senior-level position that provides strategic relationship management and consultative services to clients.  Works closely with client service and production team to coordinate effective and efficient delivery of client services. Leverages advanced skill set and employee benefits knowledge to design and place insurance services and benefits. Uses understanding of clients’ needs to expand business opportunities and further solidify client relationships.

 

 

ESSENTIAL DUTIES

Design and manage all aspects of the placement and service of employee benefits for Willis Clients including but not limited to:

• Comply with Willis Excellence Management (WEM) program
• Manage the implementation of new clients
• Develop program design based on client objectives
• Counsel clients on short- and medium-term strategic planning
• Make recommendations for improving effectiveness of policies and practices, such as strategic planning with clients
• Communicate current trends and advances in each coverage area
• Prepare and analyze benchmarking data for clients
• Demonstrate general knowledge of mergers and acquisitions benefits issues
• Provide detailed analysis of impact of changes delivered by carrier or TPA
• Resolve day-to-day service issues, including eligibility, billing, and claim issues
• Provide consistent client service and answer client policy and coverage questions
• Follow up with clients and other internal employees assigned to the account on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified
• Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
• Coordinate legal review of  SPDs, contracts, and legal documents to ensure compliance
• Answer compliance questions (with the help of NLRG) and plan interpretation questions (conference calls, meetings, etc.)
• Coordinate 5500 filings information with Willis Government Center
• Manage implementation and maintenance of various Willis products, including:
  • Willis Connect
  • Willis Essentials
  • Willis Training Solutions
  • On-Demand
• Manage policy checking and delivery
• Manage the Renewal/Marketing Process including but limited to:
  • Gather vendor information and/or information from clients for marketing purpose
  • Organize data into a “carrier friendly" format 
• Develop and cultivate strong client relations with C-level clients and win client confidence
• Support client retention ratio at or above the WNA Employee Benefits average
• Develop and cultivate strong carrier relationships to enhance Willis position in the market place
• Communicate advanced knowledge of Willis HCP Value Proposition and HCP products and services in order to support new business
• Identify opportunities to grow account book, i.e., drive additional sales to existing clients
• Lead development of sales materials under direction of producer (RFP and proposal development, presentation, etc.)
• Mentor Client Service Staff
• All other duties and project work as assigned

 

TRAVEL

• Air travel for client meetings required (approximately 10-20 trips per year)
• Driver’s license required (for client travel)

 

SIZE AND COMPLEXITY OF CLIENTS

• Fully-insured and self-insured clients
• Multi-state and large (250 – 4,000 employees) clients
• Book Size:  $1,200,000+

 

Job Requirements

EDUCATION & EXPERIENCE

• College degree required
• Ten or more years of insurance industry experience related to servicing accounts
• Five or more years of analytical work related to employee benefit programs preferred
• State Life and Health license
• CEBS, GBA, PHR, CLU or equivalent certification is a plus

 

KNOWLEDGE, SKILLS & ABILITIES

Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following:

• HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
• Consumer-driven healthcare, wellness, disease management, and current trends
• Regulatory environment of employee benefits plans
• Life (term, permanent, etc.), LTD, STD, and state-required disability plans
• Expert level knowledge in two or more functional areas
• Underwriting concepts experience
• Funding concepts experience
• Excellent verbal and written communication skills
• Advanced presentation skills
• Project management skills
• Ability to influence and negotiate
• Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet
• Continually improves knowledge and skill proficiency
• Takes responsibility for own and others development needs

 

Do more. Be more. Realize your potential.

Willis is an EEO/AA employer who supports Diversity.

Country: USA, State: New York, City: New York, Company: Willis.