Benefits Consultant Resume Samples
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Benefits Consultant Resume Samples
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LL
L Labadie
Lucienne
Labadie
16279 Ratke Viaduct
Los Angeles
CA
+1 (555) 599 8715
16279 Ratke Viaduct
Los Angeles
CA
Phone
p
+1 (555) 599 8715
Experience
Experience
Boston, MA
Benefits Consultant
Boston, MA
Reilly, Lockman and Hahn
Boston, MA
Benefits Consultant
- Work with senior management to develop and implement business strategies for each client, and undertake delivery of advice and service to clients
- Assist with or manage policy checking and delivery
- Assist with the development of program design
- Manage new vendor service offerings, assist in determining impact on the Plan and update plan rules, and participant communications accordingly
- Works with the Health Promotions Manager on projects and integrating benefits in to the wellness program
- Develop recommendations for improvements in insurance plan design and administration
- Provide technical assistance in financial and data analytics
Boston, MA
Compensation & Benefits Consultant
Boston, MA
Herman-Pagac
Boston, MA
Compensation & Benefits Consultant
- Develops and reviews C&B processes, policies and practices, producing analytical reports to support recommendations or initiatives
- Conducts data modeling, cost analysis and supports creation of plan documents for reward initiatives
- Make compensation recommendations for executive level roles in content production companies
- Supports in making presentations to Board of Directors of operating companies regarding compensation issues
- Design and manage both Short and Long Term Incentive and Retention programs
- Develops and supports delivery of employee/manager communications relating to compensation and benefits
- Actively participates in the compensation survey benchmarking process among multiple international production groups
present
Los Angeles, CA
Senior Benefits Consultant
Los Angeles, CA
Kreiger, Nitzsche and Torphy
present
Los Angeles, CA
Senior Benefits Consultant
present
- Proactively provide Associate performance feedback to Unit Manager
- Perform Consultant, Sr. Account Manager, Account Manager and Account Administrator duties when necessary
- Provide limited assistance to clients on compliance issues and determine with Unit Manager and Department Head if legal advice is necessary
- Assist servicing team in developing program designs, proposals and presentations
- Lead development of sales materials under direction of producer (RFP and proporsal development, presentation, etc.)
- Partners with legal, HRIS, finance and vendors to perform all aspects of plan oversight and vendor management
- Consults on associate and retirement savings plan operation and administration issues and makes recommendations to management team on problem resolution
Education
Education
Bachelor’s Degree in Human Resources
Bachelor’s Degree in Human Resources
California State University, Fullerton
Bachelor’s Degree in Human Resources
Skills
Skills
- Strong working knowledge of the Affordable Care Act (ACA) with proven ability to evaluate employee monthly hours, year-end ACA communications and processing
- Continuous attention to detail, high standards, and ability to produce high quality deliverables
- Strong IT skills with good working knowledge of Microsoft Office
- Strong analytical skills and a thorough knowledge of plan designs. Ability to understand, evaluate and make judgment on proposals (RFPs)
- Ability to quickly adapt to changes and new situations by quickly taking in information
- Strong ability to effectively communicate verbally and in writing complex benefits concepts to various customers including executive management
- Experience in IRS-mandated reporting with knowledge of affordability factors
- Good analytical skills and ability to work through tasks in a logical manner
- Excellent planning and organisational ability in order to prioritise and complete work in accordance to deadlines
- Capability of effective planning and priority setting. Ability to manage several projects simultaneously while working under pressure to meet deadlines
15 Benefits Consultant resume templates
Read our complete resume writing guides
1
Benefits Consultant Metro Human Capital Practice Resume Examples & Samples
- Comply with Willis Excellence Management (WEM) program
- Assist with the development of program design
- 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
- Assist in resolving 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
- State Life and Health license
- Professional designation/certification GBA or PHR preferred
2
Senior Benefits Consultant Metro Human Capital Practice Resume Examples & Samples
- Role can potentially sit in New Jersey or New York
- 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
- CEBS, GBA, PHR, CLU or equivalent a plus
3
Senior Benefits Consultant Metro Human Capital Practice Resume Examples & Samples
- Driver's license required (for client travel)
- Advanced knowledge of: 1) insurance products, 2) bid preparation & analysis, and 3) problem claim resolution, specifically including: HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
- Expert level knowledge in two or more functional areas
- Underwriting concepts experience
- Funding concepts experience
- Computer skills, including proficiency with MS Word, Excel, and PowerPoint, as well as Internet navigation
4
Benefits Consultant San Franciso, Ca Resume Examples & Samples
- Responsible for the daily support of client deliverables and initiatives including employee benefits brokerage, consulting, and general account management
- Manage basic and complex service issues and research for team members on client related issues
- Manage production of annual client deliverables and reports
- Maintain internal and external compliance; 5500 reporting, legislative adherence, Willis internal compliance protocols
- Provide information to update client database with annual renewals for Invoice management and revenue tracking
- Prepare and present reports for stewardship, pre-renewal strategies, renewals presentations, placement activity along with analysis
- Be able to work with the external market to provide deliverables within specified timelines
- Promote client satisfaction and build client relationships
- Support Willis values
- Five or more years of insurance industry and/or brokerage experience
- 2 years or more of employee benefit products and of analytical knowledge on funding options
- Bachelor’s degree preferred and CA Life Insurance
- Must be a team player but a self-starter
- Computer skills which include proficiency with Microsoft Word, Excel and Power Point, and web-based applications
5
Benefits Consultant Human Capital Practice Resume Examples & Samples
- Minimum 3 years experience
- Insurance degree a plus
- Basic Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) claim resolution, specifically including
6
Benefits Consultant Brookfield Resume Examples & Samples
- Manage existing book of clients in conjunction with Consultant team, as well as assist in the sale and implementation of new clients
- Maintain and cultivate client relationships at all levels, seeking to understanding their human capital needs and articulating Willis EB Value Proposition, EB products, services and resources
- Assist in the sales process with prospective clients (RFP; proposal development/presentation; etc.)
- Proactively advise clients and provide consistent client service, resolving day to day service issues (eligibility; carrier coverage and claims issues; compliance; health care reform; HIPAA; etc.)
- Understand, articulate and implement key Willis value-added resources (NLRG to answer legal issues/file 5500’s; employee benefit brochures and communications; HR Partner Consulting; etc.)
- Assist in driving the renewal/marketing process including gathering vendor/client information, preparing and analyzing benchmark data, communicating trend to clients, developing RFP and client proposal and recommendations; etc
- Manage the client open enrollment process including vendor management and implementation, conducting employee meetings, proofing contracts, complying with Willis Excellence Model (WEM) and updating internal systems and commission tracking
- Maintain and cultivate strong carrier relationships to enhance Willis position in the marketplace, including understanding and articulating current product offerings, trends and coverage options.
- Ten or more years of insurance industry experience related to servicing accounts preferred
- Four or more years of analytical analysis of employee benefit programs preferred
- General underwriting experience a plus
- Technical knowledge of employee benefits industry, including knowledge of health and welfare insurance products (fully/self-funded plan designs, consumer-driven healthcare, life and disabilty plans, etc.) wellness, and current trends as well as regulatory environment of employee benefit plans
- Previous experience managing large clients (multi-plan/state; complex plans; etc.) preferred
- Strong client service orientation with ability to resolve client problems and proactively understand client’s human capital needs and present/implement Willis solutions
- Understanding of marketing process, underwriting and funding concepts, with ability to analyze carrier options, compare costs and benefits of potential options and confidently present client recommendations (strong analytical, math and problem solving skills)
- Strong project management skills with ability to work independently and establish priorities; Strong planning, organization and time management skills
- Strong detail orientation with ability to multi-task and handle large work volumes under deadlines and with a focus on quality
- Excellent verbal and written communication skills as well as presentation skills
- Assertiveness, with ability to negotiate, influence and persuade others and confidently present recommendations
- Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet
7
Benefits Consultant Resume Examples & Samples
- Monitor industry trends and stay informed of new products being offered by the insurers. As well, keeps informed of, and informs clients of, regulatory and legislative developments pertaining to employee benefits
- Work with senior management to develop and implement business strategies for each client, and undertake delivery of advice and service to clients
- Partner with Senior Management on new business opportunities
- Enhance public profile of the company by participating in appropriate industry events
- A Bachelor degree business experience equivalent
- Working knowledge of Microsoft Excel , PowerPoint and Word
- Strong communication skills , both verbal and written, in English
- Have an excellent work ethic
8
Senior Group Benefits Consultant Resume Examples & Samples
- Providing consulting services and senior analytical support to a wide range of mid-sized clients
- Providing advanced technical advice/expertise for client projects (plan design, financial and underwriting review, flexible benefits pricing, insurance carrier reviews, etc), including preparing letters and reports
- Providing analysis of clients’ financial and underwriting results, and other related group benefit projects
- Identifying gaps between client needs and existing Aon services; proposing and developing service enhancements, adding to Aon’s product/service portfolio and intellectual capital
- Continually reviewing client accounts and relationships and recommending ways to enhancing the value Aon brings to the client based on a deep understanding of the clients’ business and insight into industry trends
- Initiating and participating in new business opportunities
- Actively participating in internal and external initiatives that will raise Aon’s and your personal profile in the business community
- Providing guidance, mentoring and support to group benefit team members as they serve their clients, ensuring high standards of service
- Writing/delivering client presentations/meetings/industry seminars that are well-prepared, powerful and persuasive
- Establishing and using broad network of external contacts to gain insight into client service expectations and share knowledge across the team
- University degree and completion of CEBS / FLMI / LOMA designation is preferred
- Completion of Ontario Life License is required
- A minimum of six years of direct experience in a consulting/insurance environment
- Demonstrated ability to lead projects and client teams
- Ability to establish relationships at the senior management level with existing and prospective clients for purposes of understanding the short/long term needs of clients, identifying business development opportunities and negotiating and closing consulting assignments
- Strong technical expertise and the proven ability to remain current with respect to industry trends, provincial and federal legislative policies and changes
- Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services
- Ability to provide technical expertise and act as an effective mentor and coach and role model for practice members
- Positive attitude combined with a desire to contribute to the success of Aon
9
Workday Benefits Consultant Resume Examples & Samples
- Understands the value of a project plan, suggests the need for resources for tasks or areas assigned, adheres to established processes and standards, monitors progress of tasks against plan and reports status to appropriate team members as it relates to project issues
- Understands the basics of client satisfaction and applies it in the process of servicing the client. Communicates client feedback to senior team members. Understands and follows internal processes in responding to client needs
- Answers all inquiries on a timely basis
- Ability to recognize personal skills, abilities, limitations and strengths and takes appropriate actions to deepen skills through training and development initiatives. Helps train and mentor other team members
- Exchanges information with appropriate people to complete work, follows through on tasks and commitments and keeps information confidential, as warranted. Demonstrates strong work ethics, setting an example for others
- Knowledge of Health and Welfare, Retiree and Cobra benefits. Experience with Global benefits desired
- Successful completion of the Workday HCM Services Core or currently Workday HCM Certified is a requirement of the role
10
Benefits Consultant Resume Examples & Samples
- Ensure global alignment with all benefit activities associated with design, development and administration of company sponsored benefit programs including (not exhaustive) health, disability, life insurance and pension programs
- Partner with in-country leadership to ensure all government-sponsored benefit programs are managed, tracked and compliant to country law requirements
- Work with in-country compensation and benefits team to ensure regulatory compliance to all applicable country laws impacting the development and administration of company benefit programs and policies
- Play a consultative role on the evaluation of plan design, policies, development of programs and vendor selection based on needs assessment, cost competitiveness and market data analysis
- Act as a key stakeholder to review plan comparison, proposed plan design changes and estimated cost impact during due diligence and integration of benefit programs for mergers, acquisitions and managed services transactions
- Partner with in-country compensation and benefits team members and broker/insurer to analyze claims utilization trends to identify plan design enhancements, health and productivity improvement
- Partner with in-country compensation and benefits team members to monitor pension plan performance to identify plan design opportunities, comply with legislative changes and ensure optimum service from suppliers
- Partner with in-country compensation and benefits and General Procurement teams to monitor and track financial spend of providers and services. Conduct financial analysis of benefit program costs and analyze benefits claims experience or utilization data for cost-control and health risk factors
- Vendor management for global programs, directly and via consultant support, including statement of work, renewal negotiations, performance metrics, annual audits and quarterly business reviews
- Presentation delivery to senior management to discuss proposed changes, summarize program outcomes and share innovative design concepts for future planning
- Actively participate in annual planning sessions with local compensation and benefits and Global Benefits COE teams including plan renewals, plan design recommendations, vendor communication and implementation of changes
- Collaborate with finance, legal, tax, procurement and internal audit to support ongoing governance of programs
- Facilitate the gathering of competitive data and participate in various benefit surveys, as needed
- For any global programs assigned responsible for vendor management and support including program delivery, review, budget planning, spend assessments and tracking, process improvement, service level agreement measurement, escalated employee issues and eligibility connection with administrators and payroll
- Ensure high quality, accurate record-keeping processes are maintained by insurers, broker or local compensation and benefits team regarding country benefit plans
- Support ongoing multi-year global strategic priorities set by Global COE
- Support global benefits team members and local compensation and benefits teams for professional development
- Develop employer and industry network to leverage market intelligence, trends, practices and perspectives on managing and delivering employee benefit programs
- Oversee regional project initiatives instituted by business, global HR/COE or regional legislative mandates
- Support the execution of Global Benefits Compliance Review to meet Dell’s internal audit processes, working directly with program managers, suppliers and the external audit team
- Identify business process improvements to increase the operating efficiency of our suppliers and our team
- Build solid working relationship with payroll legal, tax, procurement, corporate audit to support ongoing governance of programs and ensure appropriate business controls are established
- Develop a strong alignment with the HR to ensure a proper deployment strategy is coordinated for all benefit programs
11
Employee Benefits Consultant Resume Examples & Samples
- On a continuing basis, participates in sales training seminars and product knowledge workshops. Stays current and updates individual knowledge of insurance, finance and human resources by reading industry periodicals
- Maintains a solid understanding of all AFG products and continually updates that knowledge
- 0-3 years of sales experience
- 3-5 years insurance industry sales experience
12
Compensation & Benefits Consultant Resume Examples & Samples
- Short term and long term incentive plan design adherence
- Job evaluation guidance
- National and local survey participation and analysis
- Base salary and total cash planning
- Development of programs for emerging/evolving operational units/locations
- Special research projects
13
Benefits Consultant Resume Examples & Samples
- Coordinate the implementation of new clients
- Resolve day-to-day service issues, including eligibility, billing, and claim issues
- Answer compliance questions (with the help of LRG) and plan interpretation questions (conference calls, meetings, etc.)
- Coordinate 5500 filings information with Willis Government Center
- Coordinate implementation and maintenance of various Willis products, including
- Four or more years of insurance industry experience related to servicing accounts
- Two or more years of analytical analysis of employee benefit programs preferred
- Intermediate Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following
14
Employee Benefits Consultant Resume Examples & Samples
- You will be part of an exciting growth strategy for DEFI products
- You become a Product Specialist in Stock option incentive schemes & hedging tools (“ING DEFI”)
- You manage an existing portfolio of customers within the Corporate, MidCorp & Retail segment of the Bank
- You proactively seek new customers
- You conduct meetings with executives & you prepare and give presentations to customers
- You structure transactions with customers
- You closely collaborate with different channels within the Bank: relationship management – account management – product management & local branches
15
Benefits Consultant Resume Examples & Samples
- Provides accurate and consistent plan interpretation and recommendations for plan changes through in-depth research and knowledgeable consultation and discussion with others
- Timely and accurate review and approval of more complex escalations and ERISA claims and appeal responses
- Provides detailed, constructive impact analysis of proposed plan and legislative changes from legal, administrative, participant and other resources through in-depth research
- Develops and executes implementation strategies for plan changes and other benefits initiatives involving multiple customers and vendors through use of strong project management disciplines
- Develops group communications and training materials using depth of experience and proven proficiency in technical, marketing, and employee relations skills
- Develops timely legal notices in accordance with the Department of Labor’s participant disclosure requirements and ensures their proper distribution
- Serves as internal client relationship manager between the Company and third-party service providers
- Educates managers and employees on benefits plans and programs, practices, processes, and tools to ensure continual knowledge transfer, enhanced organizational capability, people development, and consistent service delivery
- Develops special benefits communications for sensitive employee situations
- Ensures communication channels (web sites, employee service centers, HR) are kept up-to-date of changes in benefit plans and programs, processes, and tools
- Benefits Administration – Understanding of the administration, recordkeeping and operational aspects of multiple or single benefit plans. This includes the ability to interface with vendors, issue resolution, educate vendors, plan changes and initiate appropriate communications
- Benefit Determination – Understanding of plan provisions, eligibility determination, how to calculate the benefit, payment options, funding and payment process, reporting, applying all applicable laws governing payments (e.g., maximum limitations on contributions, benefits from qualified plans, pension offsets, reciprocity agreements, adjusted service)
- Benefit Plan Design – Ability to design benefit plans including knowledge of eligibility issues, benefit formulas, tax impact, integration or coordination with government plans
- Benefit Communications and Training - Ability to develop communications (SPDs, SARs, newsletters) and training materials
- Compliance – Knowledge of regulatory laws that affect benefit plans. This includes knowledge of ERISA, FLSA , IRS and DOL to ensure consistency of application and legal compliance
- Financial Principles and Controls – Understanding financial aspects and Controls of benefit plans and programs, specifically actuarial, underwriting, benefits accounting and Sox
- Data Analysis – Knowledge of data analysis methods, which includes the ability to analyze and interpret data, identify trends and implications to the company
- Benefit Plan Reporting, Testing and Audit – Ability to prepare financial reports (5500s), conduct non-discrimination testing, support audits,
- ISA Benefits – Knowledge of ISA benefits regarding integration with other company and local government plans
16
Global Benefits Consultant Resume Examples & Samples
- Monitor work against business plan and take action to resolve variances (i.e., change activities or approach), or adjust plan as appropriate
- Organize and coordinate project logistics and resources on a regular basis to meet deadlines and maintain quality
- Build change and implementation plans for Benefits projects that ensure transfer of capability, sustainability of HR processes, programs, systems, and tools, "buy-in" of key stakeholders, and the business needs of global HR partners are met
- Build the capability of HR Partners to deliver support to their clients related to the delivery of HR Benefits programs and services
- Identify system requirements and/or enhancements needed to support the successful design, development and implementation of HR plans, programs, processes, and tools in collaboration with Information Systems and HR partners
- Provide data analytics in partnership with Reporting Team
- Assist members of a project team to meet expectations by monitoring their work and helping them make adjustments
- Project Management – Certification/proven track record in managing projects
- Benefits Administration – Understanding of the administration, recordkeeping and operational aspects of multiple or single benefit plans. This includes the ability to interface with vendors, resolve issues, ensure compliance, educate stakeholders, coordinate plan changes and initiate appropriate communications
- Benefit Communications and Training - Ability to develop communications and training materials
- Compliance – Knowledge of regulatory laws that affect benefit (retirement, savings, and health) plans
- Financial Principles and Controls – Understanding financial aspects and Controls of benefit plans and programs
- Data Analysis – Knowledge of data analysis methods, which includes the ability to analyze and interpret data, identify trends and implications to the Company
- Benefit Plan Reporting, Testing and Audit – Ability to support internal and external audits
- International Service Associate (ISA) Benefits – Knowledge of ISA benefits regarding integration with other Company and local government plans
17
Employee Benefits Consultant Resume Examples & Samples
- The ideal candidate will have exposure to large employee benefit group consulting and be very comfortable with self- funded plan arrangements
- College degree, continuing education and professional designations (RHU, CLU, FSA, CEBS) preferred. Must have very strong communication, time management, analytical and relationship management skills and experience
- Knowledge of benefits legislation and laws including HIPPA, COBRA, Section 125, FMLA and ERISA. Proficiency with technology a must
- The ideal candidate is able to work independently and manage multiple projects at high quality in a fast paced and demanding team environment
18
Benefits Consultant Resume Examples & Samples
- Serve as subject matter expert in one or more primary benefit areas (Medical/Pharmaceutical, Pension/Retirement and Employee Wellness)
- Actively manage and maintain vendor relationship(s) ensuring contractual compliance and performance guarantees
- Oversee the benefits delivery and enrollment system(s) including monitoring and ensuring accuracy and effectiveness of enrollment product and related payroll and eligibility files, coordinating with vendors and affected internal departments (ex. Payroll, IT support, ECC, Accounting, etc.)
- Answer inquiries from management, HR staff, internal/external auditors and employees regarding benefits policies, procedures, coverage provisions and problems
- Investigate and resolve problems/errors, coordinating with internal departments and vendors as necessary
- Assist management in analyzing information and providing strategic advice
- Provide training and guidance to less experienced staff
- Assist in the development of employee communications, orientation materials, instructional videos, SPDs, etc
- Prepare and/or coordinate submission of reports and information as required by auditors and government entities
19
Benefits Consultant Resume Examples & Samples
- BS/BA Degree
- Professional designation/certification CEBS, GBA, CLU or PHR a plus
- Basic knowledge of insurance products, specifically including
20
Benefits Consultant Resume Examples & Samples
- Answer client policy and coverage questions for team
- Assist with employee benefits communication campaigns
- Communication Manager
- Search Willis
- Willis Training Solutions
- On-Demand
- Assist with or manage policy checking and delivery
- Provide information to maintain Epic (billing/client accounting system)
- Assist with the Renewal/Marketing Process including but not limited to
- Gather vendor information and/or information from clients for marketing purpose
- Organize data into a “carrier friendly” format
- Prepare RFP
- Prepare proposal data into Willis’ format for presentation to clients making recommendations
- Update Willis systems with client/vendor information
- Support client retention ratio at or above the WNA Employee Benefits average
21
Compensation & Benefits Consultant Resume Examples & Samples
- Develops and reviews C&B processes, policies and practices, producing analytical reports to support recommendations or initiatives
- Conducts data modeling, cost analysis and supports creation of plan documents for reward initiatives
- Make compensation recommendations for executive level roles in content production companies
- Supports in making presentations to Board of Directors of operating companies regarding compensation issues
- Develops and supports delivery of employee/manager communications relating to compensation and benefits
- Supports due diligence efforts on any merger and acquisition activities
22
Benefits Consultant Resume Examples & Samples
- Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices, including participating in and facilitating strategic planning sessions
- Maintain and cultivate client relationships at all levels, seeking to understanding their human capital needs and articulating Willis Towers Watson EB Value Proposition, EB products, services and resources
- Prepare for and facilitate client meetings (prepare agendas; materials coordinate resources, etc.)
- Understand, articulate and implement key Willis Towers Watson value-added resources (NLRG to answer legal issues/file 5500’s; employee benefit brochures and communications; HR Partner Consulting; etc.)
- Manage the client open enrollment process including vendor management and implementation, conducting employee meetings, proofing contracts, complying with Willis Towers Watson Excellence Model (WTWEM) and updating internal systems and commission tracking
- Maintain and cultivate strong carrier relationships to enhance Willis Towers Watson position in the marketplace, including understanding and articulating current product offerings, trends and coverage options
- Associates or Bachelor’s level degree preferred; Insurance degree a plus
- State Life and Health license (Professional Certification (GBA, PHR) preferred
- Five or more years of insurance industry experience related to servicing accounts preferred
- Technical knowledge of employee benefits industry, including knowledge of health and welfare insurance products (fully/self-funded plan designs, consumer-driven healthcare, life and disability plans, etc.) wellness, and current trends as well as regulatory environment of employee benefit plans
- Strong client service orientation with ability to resolve client problems and proactively understand client’s human capital needs and present/implement Willis Towers Watson solutions
- Ability to establish and build strong relationships and work collaboratively with others
- Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development
23
Senior Benefits Consultant Resume Examples & Samples
- 8-10 years of employee benefits industry experience in the areas of benefits, enrollment, and compliance with demonstrated technical knowledge of self-funding, stop-loss, renewal underwriting, claims analysis, and contract review
- Must possess strong written and oral communication skills
- State insurance license required
24
Benefits Consultant Resume Examples & Samples
- Consumer-driven healthcare
- Wellness and disease management programs
- Current employee benefit trends
- Ancillary lines including, life , LTD, STD, and state-required disability plans
- Basic understanding of underwriting and funding concepts
- Knowledge of the regulatory environment and compliance, -ERISA, COBRA, PPACA, etc
- Strong presentation, project management and negotiation skills
- Ability to establish priorities, work independently, and proceed with objectives with limited supervision
- Ability to build new skills
- Strong computer skills, including proficiency with MS Word, Excel, and PowerPoint, as well as Internet navigation
25
Compensation & Benefits Consultant Resume Examples & Samples
- Job Evaluation
- Working Closely with HR Business Partners to support in relation of C&B
- Managing third party C&B Suppliers
- Pension Schemes
- SIPS
26
Temporary International Compensation & Benefits Consultant Resume Examples & Samples
- Design and manage both Short and Long Term Incentive and Retention programs
- Actively participates in the compensation survey benchmarking process among multiple international production groups
- Develop and produce analytical reports to support compensation recommendations, studies or initiatives
- Serves as a ready resource to HR on compensation related enquiries (e.g. market data, policies, programs, process etc..)
- Provides on-going market research in production communities
- Actively participates in specific or broad based compensation projects and initiatives
- Participates in the delivery and administration of compensation programs, including recognition, annual and long-term incentive programs
- Provides analytical support and guidance on compensation related issues to management and HR Client Managers
- Provides analysis to support sales incentive plan design, cost modeling, implementation and communication
27
Group Benefits Consultant Resume Examples & Samples
- Provide customer service to all existing clients. This includes written and oral communications, preparation of reports, presentations, renewal negotiations with insurance companies, group benefit financial reporting and analytics, review of contract wordings and documentation of all communications between the company, the client and the insurance company
- Develop computer spreadsheets and other analytical tools to aid in producing renewal and year-end financial reports for clients
- Monitor industry trends and stay informed of new products being offered by the insurers
- Keeps informed of, and informs clients of, regulatory and legislative developments pertaining to employee benefits
- A minimum of eight years’ experience in group insurance, preferably with a group benefits consulting and/or underwriting background
- Hold a Life Insurance and A&S Insurance license to conduct business in the province of Ontario would be an asset
- Have taken continuing education group benefit related courses
- Strong communication skills , both verbal and written
- Ability to discuss group insurance concepts with clients
- Superior mathematical and analytical skills
- Ability to function as part of a team
28
Compensation & Benefits Consultant Resume Examples & Samples
- Participates as a member of the New Legal Entities Establishment team to assist in the design and implementation of benefits and compensation plans for new entities
- Assists in the administration of International Service Employee (ISE) program and prepares reports for management as needed. Assists with semi-annual ISE satisfaction survey
- Designs the annual Short Term Incentive Plan (STIP) and administers the quarterly payouts
- Assists employees in accessing benefits services from vendors and troubleshoots when problems arise
- Administers the disability and workers’ compensation paperwork and prepares required reports
- Ensures Employee Handbooks are up-to-date with information regarding benefits and compensation
- Administers international Employee Investment Plans (EIP)
- Develops and maintains security groups within Caterpillar Web Security (CWS) system
- Administers US employees within Time Off System
- Develops, runs and updates ad-hoc reports from HR system. Manipulates data and posts new reports on HR web site
- Manages the HR web site for content and appearance
- Monitors and produces headcount reports for FPD
- Responds to compensation and benefit surveys by matching FPD positions to job descriptions within the survey, gathering financial requested data and completing surveys
- Conducts annual review of compensation competitiveness around the world and prepares reports with recommendations for managers
- Performs job evaluations and market pricing on new and existing jobs and makes a grading recommendation to the Global Compensation and Benefits Manager and appropriate Department Manager
- Maintains job descriptions. Ensures that job descriptions are accurate and requirements are comparable to similarly graded jobs
- Administers annual compensation processes
- Develops communication plans for all aspects of compensation and benefits to ensure employees and managers are informed
- Designs reports and uses data to assist FPD management in workforce planning and rewarding
- Advanced ability to work independently as well as part of team with a global perspective
- Advanced knowledge of company compensation and benefit programs and policies
- Advanced ability to analyze and implement compensation and benefit programs and policies
- Thorough knowledge of and the ability to apply personnel law and compensation administration
- Advanced knowledge of and demonstrated ability to apply documentation and flow-charting techniques
- Advanced ability to perform research, develop recommendations and make presentations
- Advanced knowledge of and advanced ability to apply math computation skills, understand statistics and other mathematical concepts
- Advanced ability to create and maintain basic spreadsheets, word processing documents and mail merges as well as ability to prepare presentations
- Demonstrated ability to maintain confidentiality
29
Benefits Consultant Resume Examples & Samples
- Respond to questions pertaining to Leave of Absence benefit plans, programs, policies and procedures for employees, managers, U.S. and Canada HR partners, payroll and vendors
- Evaluate the implementation and effectiveness of Leave plans, programs, processes, and tools utilizing relevant measurement and feedback mechanisms and make necessary modifications
- Monitor vendor performance to ensure compliance, quality and value of service delivered meets Coca-Cola standards and implement changes as needed
- Provide administrative input and operations perspective as the Center Of Expertise analyzes new and/or existing Leave plans and programs (e.g., training and development) to determine market competitiveness, ease of administration, and alignment with business strategy
- Develop plans for a work or task assignment to ensure effective completion against overall project or business plan
- Provides regular updates to leadership on status and ensures all inquiries (e.g. Benefits mailboxes and case management system inquiries) are closed per service level/operating level agreement
- Timely and accurate review and approval of more complex escalations and claims and appeals
- Ensures Standard Operating Procedures are well maintained and followed by all members of the team
- Participates in and ensures successful completion of user acceptance testing for changes that are applied to production that impact leave processing (HRIS, Vendor Systems, etc.)
- Ensures communication approval protocols are followed for all baseline and non-baseline communications
- Benefits Administration – Understanding of the administration, recordkeeping and operational aspects of leave of absence policies across U.S. states (e.g. California) and Canada. This includes the ability to interface with vendors, resolve issues, ensure compliance, educate leave claimants, coordinate plan changes and initiate appropriate communications
- Benefit Determination – Understanding of plan provisions, eligibility determination, how to calculate the leave benefit, payment process, and reporting
- Leave of Absence Benefit Plan Design – Ability to deliver leave benefit plans across union and non-union population and all leave types
- Benefit Communications and Training - Ability to develop communications and training/compliance materials
- Compliance – Knowledge of regulatory laws and administrative practices that affect leave of absence administration
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Benefits Consultant Resume Examples & Samples
- Responsible for the effective and compliant administration of retirement plans such as pension and 401(k)
- May also support administration of health and welfare benefits programs such as medical, dental, vision, flexible spending accounts, income protection, life and accident insurance plans
- Manage outsourced vendors in accordance with Northern Trust vendor management practices
- Serve as a subject matter expert with respect to benefit plans/programs
- Serve as an escalation point for complex/challenging issues
- Effectively manage risks associated with benefit plan/program administration
- Develop recommendations for implementing changes and/or new plans/programs to management, including researching best practices and compiling benchmark data
- Support the development of plan metrics and dashboards and present to management
- Facilitate employee benefit orientations and other instructional meetings, and present benefit plan modifications to employees as necessary
- Develop employee benefit plan/program communication strategies. Prepare employee benefit plan/program communications. Responsible for updating and timely distribution of communication materials, summary plan descriptions, and other plan-related materials
- Ensure compliance with regulatory requirements and coordinates plan modifications to incorporate required changes
- May provide direction to Benefits Analysts
- Conduct all work under limited supervision
- Perform various administrative duties for the division, including assignments such as facilitating educational sessions for employees and analyzing data for special projects
- Serve as the audit liaison for internal and external Human Resources department audits, including oversight of compiling data requested, updating process and procedure documents, and coordinating with the auditors as needed
- Research and respond to inquiries from management, employees and auditors
- Remain current in knowledge and understanding of benefit plan trends and related federal laws/regulations
- Knowledge of employee benefit plans, related investments and the regulatory framework in which they operate
- Understanding of key roles employee benefit plans play in attracting/retaining/motivating talent
- Ability to listen attentively and synthesize information well
- Ability to quickly adapt to changes and new situations by quickly taking in information
- Critical thinking to identify issues/needs and develop solutions while working under time, expense and/or other constraints
- Excellent organizational, analytical and problem-solving skills to effectively evaluate and manage issues
- Demonstrated ability to work well in various settings, including independent and collaborative/matrixed work environments
- Ability to maintain strategic focus while completing tactical/administrative tasks
- Ability to follow detailed, linear processes and engage in innovative/strategic thinking as required, performing well in both situations
- Continuous attention to detail, high standards, and ability to produce high quality deliverables
- Strong personal computer skills (Excel, Word, PowerPoint)
- Demonstrated ability to perform benefit calculations, testing, and analysis
- Strong interpersonal skills to build team and personal relationships
- Strong reading, written and verbal communication skills to understand and communicate complex concepts and requirements
- Ability to effectively identify information needs and tailor communication to audience
- Commitment to personal growth, learning and continuous improvement
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Senior Benefits Consultant Resume Examples & Samples
- Design and manage all aspects of the placement and service of employee benefits for Willis Towers Watson Clients including but not limited to
- 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
- Provide consistent client service and answer client policy and coverage questions
- Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
- Answer compliance questions (with the help of National Legal Resource Group) and plan interpretation questions (conference calls, meetings, etc.)
- Coordinate 5500 filings information with Willis Towers Watson Government Center
- Manage implementation and maintenance of various Willis Towers Watson products
- Manage policy checking and delivery
- Manage the Renewal/Marketing Process
- Develop & cultivate strong client relations with C-level clients and win client confidence
- Develop & cultivate strong carrier relationships to enhance Willis Towers Watson' position in the market place
- Communicate advanced knowledge of Willis Towers Watson HCP Value Proposition & HCP products & services 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 proporsal development, presentation, etc.)
- Mentor Client Service Staff
- All other duties and project work as assigned
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Senior Global Benefits Consultant Resume Examples & Samples
- Make analytical projects and conclusions/recommendations for work conducted
- Conduct studies, make intermediate or final recommendations
- Support client projects with limited direction through completion and within established time frames and financial parameters to attain overall client deliverables
- Communicate with external parties via phone and email such as HR contacts, plan sponsors, auditors, plan participants, etc. to resolve issues, research and respond to routine inquiries, gather and prepare data. Projects include: production of periodic allocation reports, data analysis, plan calculations, peer review, etc
- Achieve specified client servicing deliverables and goals identified each year, based on experience and technical This may include, billable hours, utilization goals, etc
- Train, mentor and review less experienced staff ; work product for reasonableness and accuracy to validate data and results
- Develop technical proficiencies in order to discuss technical concepts to technical and non-technical audiences
- Additional opportunities to participate on special project teams may also be identified as part of a more personalized career development plan
- Bachelor’s degree (mathematics, finance, economics or other degrees where quantitative skills are required is preferred)
- 5 years or more of direct experience in an HR consulting firm or professional services firm. In addition, international or non-US benefits consulting experience is strongly desired. We also value demonstrated consultative skills to effectively work in a cohesive team environment as well as the ability to communicate with a variety of internal and external parties
- Strong management and strong analytical ability
- Strong organizational skills, ability to handle multiple projects in as fast-paced and time-sensitive environment
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GCH Compensation & Benefits Consultant Resume Examples & Samples
- Responsible for managing the relationship with vendors, brokers and internal HR Operations team around all benefits for Greater China and Japan
- Partner with China and Japan country HR Business partners, managers and employees on benefit programs
- Drive vendor delivery per SLA and manage vendor performance through centralization & simplification
- Assist in the renewals for all benefit renewals with broker
- Manage the accuracy of benefit accruals and benefit invoices
- Review processes, identify & lead improvement plan where needed, drive operation excellence
- Take lead on local implementation of global projects to drive adherence to Benefits philosophy standards
- Research and apply an understanding of benefits-related regulatory provisions with appropriated parties, highlighting new issues and ensuring compliance
- 74463BR
34
Benefits Consultant Resume Examples & Samples
- Lead the strategic evolution of Life@ benefit programmes, focused on taking care of our people and meeting the needs of a diverse workforce
- Partner with HQ Life@ leads to ensure consistent rollout & adoption of global Life@ programmes across APAC. Lead the localisation & cultural adaption of such programmes to maximise their effectiveness
- Design and implement effective communication and education strategies for benefits programmes across APAC
- Develop key metrics to analyse programme trends and drive strategic design decisions based on data
- Engage with in country leaders to determine how to maximise the impact our Life@ programmes & focus areas can have on the lives of their teams
- Things can always be done better. This role will strive for efficiency, including process design in partnership with the People Operations team
- Partner with HQ Compensation and Benefits, APAC HR, Managers & Executives, Finance and Legal, to develop, adapt and implement new benefits programmes
- Build a strategic partnership with our Global benefits broker focusing on developing a market competitive innovative benefits
- Identify, assemble and lead cross-functional teams to solve problems in innovative ways
- Get involved in new office openings & mergers & acquisition to ensure that new employees feel engaged and excited about their future at Facebook
- 12+ years in the Compensation and Benefits field, ideally in fast growth performance driven cultures
- Deep experience in the benefits field in particular, within APAC
- Be a highly collaborative team player & great partner, focus on the doing the right thing to take care of our people & support the growth of the business
- Good mix of hands-on, operational and design/strategy experience
- A solid knowledge of International benefit programs from market positioning to administrative details
- Excellent communication and facilitation skills with demonstrated ability to build relationships & credibility with business leaders
- Demonstrated ability to exercise sound judgment, present well formulated points of view and to justify ideas with good data
- Highly change orientated & great at prioritising
- Demonstrated project management experience, and the ability to work to tight deadlines with multiple priorities, and across multiple countries
- Strategic benefits vendor management experience required
- Self-starter and able to work with a high degree of autonomy as part of a small global team
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Senior Benefits Consultant Resume Examples & Samples
- Serve as primary, daily contact to clients on delivery of services
- Deliver superior, consistent client management and deliverables for assigned clients
- Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
- Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
- Develop program design based on clients’ short and long-term objectives
- Understand and communicate current trends to clients
- Develop and cultivate strong carrier relationships to enhance Willis Towers Watson' position in the market place
- Demonstrate an advanced knowledge of Willis Towers Watson’s Value Proposition and services to support new business
- Identify opportunities to grow account book
- Serve as a mentor to junior associates
- State Life and Health license required within 90 days of employment
- 7+ years’ experience and success in the design/management of group health and welfare plans gained in a consulting, brokerage or carrier environment
- Strong financial skills; prior experience in group health and welfare product pricing, underwriting or valuation work preferred
- Strong compliance knowledge - ERISA, COBRA, HIPAA, ACA, etc
- Knowledge of mergers and acquisitions benefits issues
- Proven experience successfully managing multiple projects simultaneously and producing quality deliverables on time
- Demonstrated success in managing client issues and relationships; some experience in growing relationships with current clients
- Strong interpersonal and team skills
- Polished and well developed oral and written communication skills
- Self-starter attitude and ability to work with ambiguity
- Flexibility and proven ability to diagnose and resolve issues
- Strong analytical and creative skills
- Experience training/mentoring junior staff
- The ability to see the 'big picture,' leveraging the resources of related practices to address the clients' business challenges
- Working knowledge of Excel, MS PowerPoint, MS Word
- Pursuit of CEBS designation, or group health and welfare actuarial or underwriting training desired
36
Global Benefits Consultant Resume Examples & Samples
- Coordinate with colleagues around the world to understand project progress and to ensure that deliverables are met
- Lead regular ongoing client briefing calls to describe project progress and discuss critical issues
- Review information provided by global colleagues for consistency and reasonability
- Make edits, ensure proper use of English and summarize results in high quality deliverables for presentation to clients
- Partner as appropriate with other team members to finalize projects and monitor time spend and project budget
- Make analytical conclusions/recommendations for work conducted
- Identify additional potential work and any out of scope services requested by clients
- Resolve client issues at appropriate levels and inform relationship manager and other team members of pertinent issues
- Manage projects and drive timely delivery of work products within a highly decentralized global structure
- Work with India based support team to ensure efficient delivery of client materials and other deliverables
- Attend client meetings and present results as an integral part of a collaborative client service team
- Review less experienced staff members’ work product for reasonableness and accuracy to validate data and results
- Assist with development and informal supervision of more junior staff by ensuring that client deliverables are met
- Assist in development and maintenance of tools and templates required for efficient work delivery
- Assist in preparation of thought leadership materials to bring new concepts and ideas to clients
- Participate in training opportunities to remain current with the regulatory environment
- Develop necessary skill set to discuss technical concepts to technical and non-technical audiences alike
- Strong project management and strong analytical ability
- Demonstrated interest in the global environment, other cultures and languages
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Benefits Consultant, Health & Welfare Resume Examples & Samples
- Possess a foundational understanding of Health & Welfare benefit plans (life, health and disability) including designs, financing arrangements, competitive practices and regulatory issues
- Possess a foundational understanding of the regulatory considerations of key employee benefit laws such as ACA, COBRA, HIPAA, FMLA, etc
- Conduct analysis of client demographic, utilization and financial data (e.g., review utilization data to assess aberrant patterns and suggest remedial actions; use an underwriting model to develop self-funded claims projections, premium equivalent rate setting and employee cost sharing, IBNR reserve valuations, etc.)
- Understand Fidelity Health Marketplace products, services and tools including vendor/carriers by geographic markets
- Review client disclosure requirements, carrier contracts, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and regulatory, Fidelity Health Marketplace and carrier requirements
- Tend to ad-hoc client requests including issue resolution regarding administrative and operational issues
- Participate as a member of the consulting team in developing overall client strategic objectives
- Conduct and interpret benchmark data, draw meaningful conclusions and prepare client deliverables
- Assist in the development and maintenance of client project work plans
- Participate in client conference calls and in-person meetings as appropriate
- Prepare quality and timely client deliverables
- Work with senior members of the team to refine existing tools and methodologies and to develop new capabilities
- One to three years of industry related experience, preferably in an insurance carrier underwriting and/or benefits consulting firm capacity
- Extensive knowledge of MS Office Tools (Excel, PowerPoint, Access, Word)
- Ability to ask the right questions and seek help where appropriate
- Sense of accountability; taking personal responsibility for assigned tasks
- Interest and ability to take a broader view of the task at hand and how it fits into the broader picture
- Ability to prioritize and handle multiple tasks in a challenging work environment with tight timeframes
- Ability to work independently and as part of a team to meet client requirements
- Obtain and maintain appropriate licenses as required by state insurance department regulations and Fidelity Health Marketplace requirements
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Health & Group Benefits Consultant Resume Examples & Samples
- Provide health & group benefits consulting and manage client projects and relationships for select health & group benefits clients
- Provide senior level consulting support to clients, including plan design, benefit strategy, vendor management and merger/acquisition support
- Manage the marketing and vendor search process for all lines of coverage to include (but not limited to) medical (TPA, ASO and insured), PBM, dental, life/AD&D, disability, vision and reinsurance coverage
- Develop and maintain a solid understanding of a wide range of product/service providers in the HGB market and the specific products and services offered
- Follow established Milliman protocol for tracking activity, project results and compliance with peer review standards
- Establish and maintain strong working relationships with appropriate consultants within the Milliman group of practices
- Establish and maintain strong working relationships with appropriate carrier / vendor partners
- Participate in developing and making marketing presentations to new prospects
- Provide consulting support to our newly developed private exchange consulting and advisor practice
- Five to ten years of health & welfare experience in a consulting/brokerage or carrier/service provider environment
- Bachelor’s degree from a four-year college or university
- Professional credentials such as CEBS or from the Society of Actuaries are preferred, but not required
- Demonstrated success in managing and providing Health & Welfare consulting services
- Current and relevant knowledge of legislation, market trends and issues affecting the health & welfare market
- Thorough understanding of the marketing / vendor search process and the ability to manage the total process
- Thorough understanding of medical, dental, life/AD&D, disability, vision, etc. coverage
- Thorough understanding of the self-insurance and reinsurance coverage concepts
- Understanding of various benefits administration technology alternatives
- Strong communication skills (written and verbal) with an ability to present and manage presentations covering complex topics
- Strong knowledge of HGB legal and regulatory framework, including COBRA regulation and 5500 filings
- Effective time management skills to prioritize and organize multiple complex projects and balance long term goals with short term project requirements
- Strong skills as a problem solver, including taking initiatives to complete necessary research and document the process used to reach conclusions
- Willing to work overtime
- Able to work with time-sensitive material and meet multiple deadlines
- Able to work independently while also contributing to team environment
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Senior Benefits Consultant Resume Examples & Samples
- Deliver the highest quality of service to clients, associates and management
- Analyze clients' retirement plans to make recommendations to the committees regarding best options to meet the clients' goals and compliment other sponsored plans
- Attend regular client committee and board meetings
- Develop relationships with clients enabling the ability to cross-sell services, ask for referrals, and retain clients long-term
- Motivate team members to work together in the most efficient manner to achieve or exceed service levels for clients
- Operate within and execute strategic plan for the business unit
- Provide required reporting information to communicate client needs and situations to the appropriate parties
- Participate in the billing process and be responsible for the overall financial health of the client
- Manage a team of 1-3 client service representatives
- Mentoring team members concerning the rules and regulations concerning all aspects of non-qualified plan administration and support for career growth
- Review the work product produced by the team members and sign off on the assignments
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Benefits Consultant Senior Resume Examples & Samples
- Knowledge of major responsibilities, accountabilities, and organization of the Human Resources (HR) function or department; ability to use and administer the organization's HR policies, strategies and environment
- Knowledge of employee benefits programs, processes, issues and considerations; ability to design and implement benefits programs
- Knowledge of Human Resource and workforce issues and trends; ability to analyze workforce data, information and metrics and apply the results to support business decisions
41
Employee Benefits Consultant Resume Examples & Samples
- Not less than three years of business sales experience. Ideal candidates will also have experience within the group benefits industry with LTD/STD, Dental, and Life product sales experience
- Bachelors degree, preferably Business/Marketing/Finance, but all majors considered
- Proven results attainment in sales: Demonstrable quota attainment, solid & aggressive prospecting skills, territory management methodology, sales process, proposal prep. and presentation, etc
- Commensurate PC skills (Microsoft office, Sales management tools etc
- Excellent driving record is required. Must be insurable under corporate insurance carrier
42
Workday Compensation & Benefits Consultant UK Resume Examples & Samples
- Contribute to the success of functional implementations on customer projects with a specific focus on compensation and benefits
- Guide clients to design, build and deploy Workday Compensation and Benefits to meet their business needs
- Provide solution development with Workday including requirements, functional specs, design, configuration, testing, and deployment
- Maintain mastery knowledge of Workday Compensation & Benefits
- Workday HCM Certified as well as hands on experience with Workday
- Workday Compensation or Benefits Certification is preferable
- Hands on experience with Workday Compensation or Benefits is preferable
- Exposure to Workday configuration and custom development strongly preferred
- Strong presentation and communication skills are required
43
Global Benefits Consultant Resume Examples & Samples
- You will be responsible for the project management of the Global governance initiatives within Coca-Cola International. The role implements and delivers the solution for global Benefits priorities as defined by Benefits CoE/GBS Leadership
- Function specific activities include
- Opportunity to work across diverse cultures
- Opportunity to influence total rewards program of the company
- Experience in stakeholder management and managing multiple projects simultaneously with multiple global process partners while providing benefits delivery through leadership and issue resolution
- Familiarity with benefits plan design and costs analyses
- Experience in understanding government/regulatory/Company requirements and communications for defined Benefit, defined Contribution, and Health and Welfare Plans
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Benefits Consultant Resume Examples & Samples
- Responsible for completion of the daily support for clients including employee benefits brokerage, consulting, and general account management
- Critically evaluate solution ideas by considering data, precedents and input from stakeholders; assess complex information
- Prepare reports for stewardship, pre-renewal strategies, renewals presentations, placement activity along with analysis
- Keeping clients up to date on the latest legislation (i.e. ERISA, HIPAA, FMLA, ADA, COBRA, ACA, Sections 125, etc.)
- Construct, analyzes and negotiate requests for Proposals (RFP’s) or work with marketing departments to prepare RFP’s as necessary
- Provide technical assistance in financial and data analytics
- Prioritizes work processes and maintains 100% compliance with required client data in EPIC
- Manage projects to ensure clients’ needs and deadlines are met
- Builds strong relationships with interactions with carriers and TPA’s
- Prepare and review presentation of annual client deliverables and reports
- Client retention is expected and new client revenue or rounding of accounts is encourage
- Maintain client information in Agency Management System (EPIC) in accordance with WEM and Willis Towers Watson accounting standards
- Demonstrate and support Willis Towers Watson Values and Compliance Standards
- Capitalize on internal Subject Matter Experts and external compliance, 5500 reporting, legislative adherence, and Willis internal compliance protocols
- 7-10 years of Employee Benefit Consulting experience preferably in the brokerage or carrier environments or in Employee Benefits Management for an organization
- Demonstrated technical knowledge of self-funding, stop-loss, renewal underwriting, claims analysis, and contract review
- Detailed expertise of employer-sponsored health and welfare plans
- Knowledge of legislative and compliance of ERISA, HIPAA, FMLA, ADA, COBRA, ACA, Sections 125 & 105, 5500s, etc
- Ability to provide expert, in depth advice to client resulting in overall client satisfaction
- Should be well-versed with Microsoft Excel, Word, PowerPoint and Publisher
- Possess well-honed communication, presentation, problem-solving and logical-thinking skill
- Ability to work effectively in a fast paced, client-focused, team environment
- Bachelor’s degree or equivalent career experience required
- State insurance license required within 60 days of hire
45
International Employee Benefits Consultant Resume Examples & Samples
- International mindset
- Proactive and self-motivated, strong willingness to go the extra mile
- Positive attitude and outgoing personality
- Good interpersonal and project management skills
- High level of integrity and desire to deliver high quality products
- Sales and business acumen
- Flair for Excel
- Master’s degree in International Business, Economics, Human Resources or a related field or educated within pension/insurance
- Experience in working with clients and employee benefits
46
Senior Benefits Consultant Resume Examples & Samples
- Associate Degree
- Minimum 6-8 years previous benefits experience
- CEBS Certification Preferred
- Advanced knowledge with medical, dental, FSA, and EAP programs
47
Benefits Consultant, India Resume Examples & Samples
- Minimum 10 years’ experience of relevant work environment within an employee Benefits function
- Project Management and budget control
- Well versed in Employee Benefits in relevant country(ies) including statutory knowledge of benefit regulations and tax laws
- Able to synthesize information from different sources to arrive at sound inferences
- Uses available data to develop different scenarios showing the future impact on the business
- Must exercise independent judgment and decision making
- Strong Numeric and Excel skills required (including Pivots and V-Lookups)
- Must be fluent in English – written and spoken
- High levels of attention to detail
- Experience of working a customer service focused environment
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Benefits Consultant Resume Examples & Samples
- Needs Assessment: Participates, often under the direction of more senior consultants, in needs assessment activities for benefit plan design. Compiles market data or analyzes collective bargaining agreements
- Benefits Plan Research: Based upon needs assessment activities, changes in regulations or legislation, or in response to collective bargaining activity or other business needs, researches and summarizes alternatives in benefit plan design
- Benefits Plan Design: Revises, often under the direction of more senior consultants, portions of benefits plans or less complex benefit plans
- Implementation of new benefit plans and/or changes to existing benefits plans: Under the direction of more senior consultants, participates in and/or supports departmental teams to ensure successful implementation of new benefit plans or changes to existing benefit plans. Partners with other departments or functions, as necessary. Identifies issues associated with projects, and escalates issues for resolution
- Benefits Plan Documentation, Reporting, & Compliance: Gathers data for filings, and supports completion of mandatory filing and required compliance testing. Organizes and maintains plan documents and benefit contracts per established protocol or practice. Reviews and proofreads revised plan documents and benefit contracts for accuracy. Responds to document requests from internal parties or outside consultants. Supports compliance projects by collecting and organizing data
- Vendor/Consultant Relations: May interact with outside vendors and/or consultants, as directed
- General work experience preferred
- Knowledge of benefits practices and regulations/legislation (for example, ERISA) and/or general HR practices and regulations/legislation preferred
49
Compensation & Benefits Consultant Resume Examples & Samples
- Hold a university degree or certification that is equivalent or relevant experience
- Seasoned analytical skills, good practical judgment, interpersonal skills and the ability to work
- Knowledge and experience of multiple benefit schemes (i.e. car, medical, pension) as well as
- Familiar with company policies and procedures with a strong department background
- CIPD qualified
50
Compensation & Benefits Consultant Resume Examples & Samples
- Identifies and establishes local Pay, Stock and Benefits (PSB) strategies for the assigned territory that enable business growth and shift the company culture. Influences senior leadership to ensure compensation and benefits actions are aligned to business decisions, talent management plans and labor market competiveness. Translates strategy into specific programs and actions and provides leaders with tools and information to make better talent investment decisions
- Leads or plays a key contributor role in Workforce Composition strategies, Cost Management strategies and Organizational Capabilities initiatives with the HR Account Team utilizing compensation and benefits expertise and strong consulting and stakeholder management skills
- Provides input and direction to the corporate compensation and benefits design functions on design, modification and implementation of corporate programs and on the annual pay and benefits review processes as they relate to, and takes a driving role in the roll-out of these programs in the local country influencing at top leadership level and maintaining excellent employee relations
- Designs and program manages the delivery of country or business unit specific programs such as recognition programs, wellbeing programs and other perks that improve the life of our employees and create a better and more inclusive work environment
- Drives deliberate actions and programs to enhance the perceived value and appreciation of the Company’s Compensation and Benefit programs among the employee base and in the external talent market place
- Enhances external networking contact and is a leader within the C&B professional communities
- Demonstrated international compensation and benefits technical expertise will be desired
- Demonstrated ability to assess data from multiple sources using sound financial analyses to build solutions that resolve complex business and/or employee challenges
- Strategic thinking and ability to read the system and predict emerging trends
- Demonstrated ability to influence and up and down the chain of command, both in a Corporate and in a Regional leadership environment
- Proven ability of working in a matrix environment and getting work done through others
- Demonstrated ability to flawlessly project/program manage the introduction of new programs
- Excellent communication and presentation skills required with ability to translate complex data and analysis into a solid customer facing story
- Experience in the application of communication and/or employee engagement techniques that enhance the perceive value of company provided programs are a plus
- Fully fluent in English. Other languages are a plus
51
Benefits Consultant Resume Examples & Samples
- Support and/or lead business development for Actuarial and Benefits (AB) consulting opportunities, developing proposals, participating in client events and prospect meetings and responding to client/prospect queries
- Lead AB retirement, health, and benefits consulting projects, inclusive of defining solutions, defining project plans and methods, performing implementation activities, and managing stakeholders
- Experienced in Health Insurance /Medical benefits area
- Knowledge in the employer health care management will be preferred
- Minimum 8 year of experience
- Strong Data analysis (Spreadsheet/database system)
- Good communications & presentation skills
- Good spoken and written English and Bahasa Indonesia
52
Compensation & Benefits Consultant Resume Examples & Samples
- Bachelor Degree in Business Administration or related areas. (Desirable a master degree in HR )
- Eaton’s high ethical standards, personally demonstrates the Eaton Values & Philosophies, effectively interacts with others, establishing open and trusting relationships
- Very good understanding of statistical methods in support of trend analysis and decision-making
- Requires ability to work independently and to provide consultative advice
- Be an effective communicator, who is comfortable in a high visibility position and who will act and empower for appropriate organizational change
- Excellent Management & Communication skills
- Negotiation skills to deal with C&B vendors
- Strong problem solving an analytical skills
- Knowledge in Local and Federal laws related to Compensation, Benefits administration
- Microsoft Office, excel
- Ability to work on complex calculations and to produce reports for senior management
- Strong communication skills, ability to work with people at all levels
- Fluent in English and Spanish is desirable
- Expert with salary survey methodology (Hay, Towers Watson, Mercer)
53
Benefits Consultant Resume Examples & Samples
- Resolve day-to-day service issues, including escalated eligibility, billing, and claim issues
- Answer compliance questions (with the help of National Legal & Research Group) and plan interpretation questions (conference calls, meetings, etc.)
- Coordinate 5500 filings information with Willis Towers Watson Government Filing Center
- Coordinate implementation and maintenance of various Willis Towers Watson products
- Drive the Renewal/Marketing Process including but not limited to
- Three or more years of insurance industry experience related to servicing accounts
54
Senior Benefits Consultant Resume Examples & Samples
- 5 or more years of insurance industry experience related to servicing accounts
- Life and Health License dependent upon area of work
- Knowledge of Human Resources, Insurance and/or Brokerage business
- Technical knowledge of benefits packages
- Knowledge of basic underwriting
- Personal Computer skills
- Verbal and written communication skills
- Interpersonal skills, including relationship-building skills with clients and co-workers
- Ability to work in a team setting
- Customer Service skills
- Organization Skills
- Critical Thinking skills
- Strong written and verbal communication skills - English required; Spanish written and verbal communication skills - preferred
55
Benefits Consultant Resume Examples & Samples
- Strong working knowledge of the Affordable Care Act (ACA) with proven ability to evaluate employee monthly hours, year-end ACA communications and processing
- Ability to navigate extremely complex compliance issues related to ACA compliance
- Experience in IRS-mandated reporting with knowledge of affordability factors
- Ability to develop compliance strategies to ensure adherence to ACA
- Knowledge in preparation, review, and audit of mandatory ACA 1095-C report filings
- Experience of three years of progressively responsibility in the benefits industry
56
Compensation & Benefits Consultant Resume Examples & Samples
- Directing and reviewing employee benefit programs,
- Communicating and implementing reward program changes,
- Analyzing compensation and benefit policies and government regulations to contribute to the development of competitive rewards plans,
- Analyzing and interpreting market survey data,
- Managing contracts with benefits providers (insurances, pensions etc.),
- Supporting due diligence and submit recommendations for Mergers, Acquisitions Divestitures, and Outsourcing (MADO) transactions
- Professional experience in the HR environment
- Strong, determined and well organized personality, with an ability to prioritize heavy workload based on country priorities and business requirements,
- Outstanding communication, networking and time management skills, focusing on consultation skills,
- Accuracy and persistent need for the quality work
- Flexibility and readiness to work in a virtual team with remote management
- Strong project management, problem solving, and analytical skills
- Solid financial and business acumen, very good with numbers
- Compensation and benefits knowledge
- HR knowledge
- High level Excel knowledge
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International Employee Benefits Consultant Resume Examples & Samples
- Excellent communication, analytical, organisational, planning and interpersonal skills
- Experience of international benefits valuable but not required
- Additional languages valuable but not required
- 2:1 degree or equivalent
58
Senior Benefits Consultant Resume Examples & Samples
- Ensures the retirement savings plan is operating in accordance with the plan document and facilitates the auditing of retirement savings plan data or content for accuracy, completeness, and quality control
- Acts as Benefits’ retirement savings plan lead with the external vendor and internal partners (HR, payroll) to coordinate, test and implement system enhancements and other projects
- Oversees annual retirement savings plan communications compliance, leveraging corporate communications and legal; validates messaging is consistent across all channels (internal resources, external vendor website)
- Ensures meaningful reporting and analytics on retirement savings plan
- Coordinates communication and efforts between external auditors, internal accounting, and payroll during completion of the annual Form 5500 report for the retirement savings plan
- Consults on associate and retirement savings plan operation and administration issues and makes recommendations to management team on problem resolution
- Participates in annual nondiscrimination testing of health and welfare plans to demonstrate satisfaction of all testing requirements
- Partners with external consultants as well as internal finance, benefits and payroll teams to ensure completion of annual FAS liability testing
- Partners with internal benefits team and finance on the Form 5500 report and related schedules for health and welfare plans
- Participates on other ad-hoc projects or broader initiatives on behalf of benefits
- 5+ years of experience in retirement plan administration and/or benefits consulting
- Demonstrated subject matter expertise on ERISA, IRS and DOL regulations regarding qualified plans
- Exceptional analytical, process management and facilitation skills with the demonstrated ability to lead and manage projects across multiple teams
- An energetic self-starter with initiative and the ability to work as part of a collaborative team in an environment that values professional excellence and results
- Strong listening and consulting skills with the willingness to challenge and question the status quo and recommend viable alternative solutions
- Bachelor’s degree in Accounting, Finance or a related field strongly preferred
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Compensation & Benefits Consultant Resume Examples & Samples
- Partner with GBS to execute newly designed, global processes for compensation and benefits to enable the HR service delivery model. Ensure on an on-going basis that compensation and benefits solutions are implemented and executed in manner that sustains the HR service delivery model
- Work with the global total rewards COE leads to understand global compensation and benefit processes and new programs, ensure that legal and statutory issues are addressed through the process design and governance and support management on global processes
- Consult with leaders (HR and management) to understand root cause of business issues, identify where C&B could play a role in providing solutions, use these insights as input to the creation and development of compensation and benefits plans/solutions and implement the global and regional strategy locally in a manner that is relevant and adapted to the market. Evaluate the effectiveness of local and regional programs to ensure they are relevant. Design and implement necessary changes or improvements
- Analyse new and/or existing plans and programs to determine market competitiveness, ease of administration and alignment with business and area strategy. Analyse research data from benchmarking, identify strategies, processes and tools with value to the Company and associates
- Build the C&B capability of HR partners and GBS C&B colleagues to deliver support to their clients
- Educate managers and employees on C&B strategy to ensure enhanced organizational capability related to the management and development of people and consistent delivery
- Evaluate escalated individual employees issues that require special handling and recommend appropriate resolution including policy exceptions
- No direct supervisory responsibilities. However, this position will provide leadership/supervision of other colleagues’ work (e.g. global and local GBS) and vendors (pension administrators, insurers, other benefit providers and consultants helping with plan design/implementation)
- Ensures Talent – Where and When We Need It - Designs and leverages integrated people strategies based on a holistic understanding of our diverse workforce; enabling the attraction, development, and retention of top talent
- Facilitates Change to Fulfill Vision - Anticipates and facilitates the identification of key business changes and the implementation of those changes to achieve the desired end state as a business
- Applies Business Acumen - Applies an understanding of the business by providing counsel around key business strategies that drive sustainable growth
- Protocol and Cultural Diversity
- Global/Cultural Knowledge
- Compensation Audits, Total Compensation Principles, and International Compensation Program Design
- Benefits plan reporting, benefits administration, benefits audits, Mobile benefits
- Financial Analysis & Financial Analysis Knowledge
- Regulatory and Employment Law
- Communication planning to support a large-scale change effort or new program/policy release
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Oracle Functional Benefits Consultant Resume Examples & Samples
- Client OAB liaison, coordination and consultation
- OAB requirements definition
- OAB design development and validation
- Hands-on OAB product configuration
- Unit and performance testing
- Responsibility for knowledge transfer
- Responsible for all OAB related data mapping, conversion validation, configuration, functional design and testing of the system
- Develop functional design specifications for all OAB related customizations as well ad developing testing scripts associated with those designs
- Lead and participate in gathering business requirements, analysis of source systems, define underlying data sources and transformation requirements, design suitable data model, and develop metadata for analytical reporting
- Responsible for ensuring all work products following industry standards for client acceptance
- Be a mentor to all team members / promote team camaraderie/ strive to maintain morale and ensure employee satisfaction/retention
- Adhere to corporate/client timelines and guidelines including time reporting and expense reporting and ensuring that staff adhere to the same timelines/guidelines
- Minimum 5 years in Oracle OAB
- Minimum 3 complete Oracle OAB full life-cycle deployments
- Extensive working knowledge of client essential requirements from OAB
- Oracle Time and Labor would be nice to have
- Experience in past engagements required being hands-on and well-rounded in enterprise in OAB in order to organize and develop Fit Gap sessions, and to develop and speak to system OAB requirements
- Ability to build relationships with consultants and client staff
- Must have previous experience with R12 and release 12.2 experience is desired
- Successful track record working with OAB modules, or Cloud Benefits, and prior related business experience
- Detail-oriented and have strong communication and interpersonal skills
- Possess a good command over written English
- Possess strong leadership skills, effective time management, and ability to handle multiple tasks/assignments
- Quick study of the subject area with a high knowledge retention capability as and when required
- Public Sector experience not required but preferred
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Payroll Benefits Consultant Resume Examples & Samples
- Responsible for Status reporting
- Responsible for guiding the development team
- Technical problem solving skills
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Senior Benefits Consultant Resume Examples & Samples
- Comply with Willis Towers Watson Excellence Management (WEM) program and other compliance and documentation requirements
- State Life and Health license required
- 7+ years’ in the employee benefits industry experience in the areas of benefits, enrollment, and compliance with demonstrated technical knowledge of self-funding, stop-loss, renewal underwriting, claims analysis, and contract review. Experience and success in the design/management of group health and welfare plans gained in a consulting, brokerage or carrier environment
- Demonstrated success in managing client issues and relationships; experience in growing relationships with current clients
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Benefits Consultant Resume Examples & Samples
- Manages implementation of assigned projects
- Executes project plans as assigned to meet the defined objectives and ensure outcomes that meet or exceed plan
- Establishes and maintains current management status reports of assigned projects and plans. Communicates objectives, scope and direction as well as current status to project teams
- May identify resource needs, organize team as needed and assign responsibilities or may provide assistance to project manager
- Oversees acceptance testing as appropriate. Develops test plan, testing requirements, coordinates test team and other resources, schedules testing and outcome evaluation, reports results
- Identifies and resolves project conflicts. Anticipates and recommends changes in scope or parameters to ensure desired result. Documents and communicates approved modifications
- Develops management reporting format to identify and track status of all projects in Benefits Department. Identifies and documents shortfalls/delays
- Performs other project management/support as needed
- Prepares recommendations, presentations & communications on assigned projects
- Assist with overall departmental needs or initiatives, identify and propose process improvements
- Bachelor's Degree or equivalent training, plus 5-7 years of relevant and progressive experience in benefits, including general and advanced knowledge of health and welfare, wellness and/or retirement programs and systems. Advanced Degree and/or HR Designation preferred
- Proficient in and possesses a strong Benefits/HR background
- Strong analytical and interpersonal skills required
- Strong written and verbal communication required
- Personal computer proficiency required; familiarity and experience with Microsoft Project preferred
- Solid negotiation and analytical skills
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Mma-new England Employee Benefits Consultant Resume Examples & Samples
- Bachelor’s Degree, Masters preferred
- 4-8 years (7-10 years for Senior Consultant)* in insurance industry experience with a thorough understanding of all benefit plans (medical, dental, life, STD, LTD, etc) design, rate structures, funding alternatives and compliance requirements
- Excellent communication and presentation with advanced writing skills
- Proficient in all areas of Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, DOL, etc)
- CEBS Certification or other industry recognized designations preferred
- LAH Licensure or commitment to achieving within 12 months of start date
- Computer proficiency in Microsoft Office suite
- Ability to work effectively and collaboratively with all levels of internal staff & management, external clients, prospects and vendors
- Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
- Will consider consultant or senior consultant level candidates, with pay/bonus commensurate with experience
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Benefits Consultant Resume Examples & Samples
- Analyzes and develops benefit plans
- Point of escalation for internal HR Service Center and point of contact for complex individual enquiries on Benefits, including disability accommodations
- Analyzes equity of current benefits
- Manage day to day relationships with external service providers
- Provide educational services to Plan members
- Draft materials for communications, legal materials, presentations and papers etc
- Ensure regulatory reporting requirements are met and liaise with external regulators and tax authorities accordingly
- Conduct technical assessments of proposed benefit changes
- Deliver analysis for merger, acquisition, divestiture and integration activities of the company
- Leads complex and technical projects to implement new or changed systems or programs
- Business Travel, as required
- Act as backup for the retirement and pension plan consultant, as needed
- Extended Hours during Peak Periods (if required)
- Regular Predictable Attendance
- Provide technical advice that enables a customer to solve a problem or improve business
- Develop and maintain positive customer relationships by meeting regularly with customers when no specific initiative is underway
- Anticipate customer needs, monitor trends in order to recommend changes
- Resolve technical issues within function or unit
- Analyze needs, develop and recommend alternatives for improvements to processes, customer service or products
- Lead short-term (3 to 9 months), defined scope projects by providing project management, coordination of HR resources and problem analysis for implementation of new or changed benefit programs
- Ensure Plan communications reflect up to date requirements within the Plan, external regulation or Group policies
- Stay abreast of any regulatory updates as they relate to benefits and develop and implement solutions as needed
- Model behaviors that demonstrate commitment to corporate values
- Provide input into performance management discussions of project team members
- Educate team members and business partners on area of technical expertise
- Provide guidance and support for team members
- Take action to manage own personal development and encourage others to do the same
- Ability to work with a remote team in the U.S
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Benefits Consultant Resume Examples & Samples
- Manage new vendor service offerings, assist in determining impact on the Plan and update plan rules, and participant communications accordingly
- Act as project manager on plan changes
- Manage retirement, health and welfare day-to-day vendor relationships, coordinate team and delivery of vendor services
- Assist in researching and analyzing benefit plan trends and other data to ensure program competitiveness
- Develop recommendations for improvements in insurance plan design and administration
- Review and update communication materials (web sites, SPDs, enrollment materials, etc.) to ensure accuracy and compliance
- Support plan compliance and plan financial administration
- Ensure proper records are maintained and controlled
- Work effectively with and support Leidos Shared Services staff to resolve program and employee questions and issues
- Assist in managing the annual benefit enrollment processes
- Assist in designing and executing ongoing benefits strategy
- Review and support plan non-discrimination testing
- Identify testing issues and recommend corrective actions, if necessary
- Assist Finance with IRS filings and Plan Audits as needed
- Work independently to establish necessary timeline and required notifications in accordance with ACA and ERISA requirements
- Review and finalize UAT with vendor teams to ensure accurate rollout of all plan changes
- Perform other duties as assigned and will include occasional travel up to 5%
- Bachelor's degree from an accredited university required
- 6+ years of benefits experience in plan design and administration, benefits communication and broker negotiation
- Demonstrated experience and success with managing complex benefits projects with multiple departments and a large number of participants
- Working knowledge of compliance with ERISA, IRS laws, and current regulations pertinent to health and welfare plans desired
- Excellent verbal (including presentation) and written communication skills
- Proficiency in Microsoft Word, Excel and PowerPoint
- CEBS preferred
- Workday HCM and ADP payroll experience is desired
- Strong team player with demonstrated ability to interact effectively with all levels
- Ability to thrive in a fast-paced, changing environment and act as a change agent
- Must be a dependable, self-starter, detail and results oriented
- Adherence to highest levels of confidentiality, discretion and integrity
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Benefits Consultant Resume Examples & Samples
- 10-15 years’ experience in benefits management, including outsourced administration
- Comprehensive understanding of the benefits environment
- Strong project manager
- Experience with multiple RFPs
- Excellent team work and communication skills
- Extremely proficient with Excel and PowerPoint
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Benefits Consultant Resume Examples & Samples
- Coordination and support of key regional benefits initiatives. (both programs and projects)
- Communication bridge between global CoE and country TR teams. Providing support and advisory to the country teams on programs and to global team on country /region specifics
- Analyses survey, employee, and financial data to summarise findings, draw conclusions, and make recommendations about total rewards programs to other stakeholders and management
- Establishes and maintains relationships with global CoE, country Total rewards consultants and other functions
- May conduct due diligence and analysis for MADO transactions. May be involved at contract review and negotiation with key vendors
- Typically 3-5 years related experience in compensation, benefits, finance, and/or human resources
- Systematic understanding of total rewards, as well as other HR functions is a great advantage
- Well organised and with strong communication skills
- Willing and happy to learn
- Willing and happy to help others inside and outside of regional Total rewards team
- Good Excel skills and analytical thinking
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Global Benefits Consultant Resume Examples & Samples
- Supporting local offices in their benefits practices and ensure compliance with global guidelines including, contract renewals, contract negotiations, changes to existing plans, vendor and broker selection and management, change-management and benefits design for new offices
- Ensure appropriate documentation of benefit programs and escalate as appropriate for formal approvals
- Manage administrative and service vendors including contract renewals and compliance, issues management, communications frequency, schedule and approach; may also assist in resolution of escalated benefit issues
- Partner with local offices to regularly evaluate, benchmark, interpret and recommend modifications to current company benefit programs and assure alignment with external regulatory compliance and internal Leidos governance
- Monitor and analyze trends and issues related to benefits and the global external market, such as government regulations, market data/surveys, competitive practices, etc. to forecast potential impacts and implement initiatives to proactively respond
- Regularly monitoring company compliance with provisions of relevant laws and legislation
- Assist with new business initiatives and M&A due diligence activity
- Lead or support special projects or other work as assigned
- Requires a minimum of 10% travel both domestically and internationally
- 8+ years of overall benefits experience with 6+ in international benefits plan design and administration, benefits communication and broker negotiation
- Extensive international experience in health, life, AD&D, disability, defined contribution pensions and other benefits programs within multiple markets globally
- Proficient in Microsoft Office (Word, Excel and PowerPoint); Workday system experience a plus
- Excellent verbal (including presentation) and written communication skills, including ability to establish positive and productive working relationships inside and outside the company across time zones
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Benefits Consultant Resume Examples & Samples
- Acts as expert on self-funded and fully insured concepts including Medical, Dental, Life, AD&D, STD, LTD, Group Universal Life, EAP, Cafeteria Plans, Education Reimbursement Programs, Vision and 401k programs; assists clients with writing of plan documents and summary plan descriptions
- Owns all marketing efforts and pre-underwriting procedures for new and renewal business including preparation of renewal Request For Proposal; follows-up with carriers to ensure timely receipt of RFP; negotiates and interacts with carrier to ensure correct interpretation of benefits/rates offered; analyzes and prepares final proposal for client; participates in sales presentations
- Evaluates existing plan design and proposes new lines of coverage with client
- Reviews contracts and plan documents to ensure accuracy; makes recommendations for plan revisions/amendments; initiates plan amendments and follows through with carrier for completion
- Prepares ad-hoc enrollment materials; conducts enrollment meetings; installs new cases including all information pertaining to insurance carrier, claims, benefits and eligibility
- Creates and maintains client files for all lines coverage; reports commissions information to accounting
- Reviews and analyzes benefits for clients due to acquisitions and mergers
- Acts as liaison between carriers, clients and their employees to facilitate problem resolution; cultivates and maintains relations with client by providing a high level of technical customer service; assists with service, billing, claims and all other administrative carrier issues
- Assists client with preparation of form 5500 filings
- Provides on-going benefit education to clients including notifications of latest insurance related issues
- Provides assistance with federal legislative issues including but not limited to Cobra/HIPAA, FMLA, Change in Status, ERISA, Section 125 and other IRS/DOL guidelines
- Coordinates client Health Fairs
- On-going maintenance of self-funded plan documents; monitors and provides monthly reporting for large self-funded groups to ensure accuracy and to strategically identify factors which may be causing increasing claim costs
- Monitors benefits for potential current or future liability
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- 12+ years related work experience
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Benefits Consultant, Medicare Resume Examples & Samples
- Prospects for leads and converts leads into appointments
- Converts appointments into enrollments
- Maintains disenrollment rate that is deemed acceptable from the company
- Coordinates and conducts approved marketing events
- Achieves corporate enrollment goals
- Strictly adheres to all CMS and WellCare Marketing regulations
- Creates flyers, pamphlets and event material to support field based lead generation activities
- Conducts new member orientation
- Required A High School or GED
- Intermediate Knowledge of healthcare delivery
- Intermediate Ability to work independently
- Intermediate Demonstrated negotiation skills
- Intermediate Ability to effectively present information and respond to questions from families, members, and providers
- Intermediate Other Ability to pay close attention to detail
- Required Other Medicare Sales Certification and Recertification
- Required Other Valid Driver's License
- Required Intermediate Microsoft Excel
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Payroll & Benefits Consultant Cardiff Resume Examples & Samples
- You will need sound payroll administration experience – perhaps working in either a specialist payroll or benefits function, preferably both (This is a must)
- Attention to detail is an absolute must as you can imagine so this should be one of your strengths
- Your interpersonal skills will be excellent and you will have an ability to develop and maintain good relationships
- You will be someone who thrives as being part of a team and who is ready for all the challenges a new payroll system brings
- You will need strong IT skills including MS Excel - formulas, look ups and pivot tables and with a good standard of general numeracy
- Ideally, you will have experience of working with iTrent
- If you are CIPP qualified (or currently studying the qualification) that would be great!
- You should be really keen to develop yourself and gain more knowledge in pay and benefits administration and support
- You will thrive on being an active part of a great team which wants to excel!
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Benefits Consultant Resume Examples & Samples
- Conduct research on benefit plan trends and analyze plan experience and data so that recommendations can be made to keep AEP System plans competitive within guidelines and objectives, with particular focus on defined benefit pension and 401k plans
- Develop and present ideas for new benefit plan designs that enhance their functional capacity for the Company and better serve employees
- Recommend and maintain administrative controls and audits in System benefit plan administration to assure efficient operation including maintenance of necessary records and procedures to control plan costs
- Contribute to the development of effective communications that promote System benefit plans and keep employees informed of the value of Company sponsored benefit plans to maximize employee relations aspects
- Analyze probable effects and resultant impact of change in System benefit programs and assist in the development of the communication to inform upper management
- Conduct research for long-range benefits planning; prepare documentation for reporting findings and include clearly stated financial implications
- Serve as communication and operational liaison between benefit plan vendors and other HR organizations
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Benefits Consultant Resume Examples & Samples
- Counsels employees applying for disability benefits, retiring staff, and survivors of deceased staff regarding benefits applicable to them and related important matters. Counsels staff and family members on benefit coverage and procedures through one-on-one counseling, and group presentations. Travels to regional offices as needed. Counsels staff transferring to other components
- Develops and revises standard benefit communications including announcements, memos, e-mails, letters, and processes and procedures. Oversees annual enrollment communications for both active and retired employees; coordinates benefits fairs
- Recommends to management action to be taken regarding benefit administration problems, new practices for claim resolution, and revisions to benefit-related policies and procedures. Acts as a liaison with third party administrators regarding all aspects of benefit claims
- Monitors and reports on claim issues of various benefit programs. Also tracks the performance of benefit vendors and provides recommendations to Benefits management
- Serves as primary point of contact for employees on international travel as well as medical assistance/evacuation vendor. May be contacted to authorize services on a 24/7 basis
- Develops, coordinates, and implements financial planning and developmental programs. Prepares and presents information to the attendees regarding Battelle benefits. Also selects outside vendors for providing individual workshops to staff as well as works with the Employee Assistance Program (EAP) vendor and coordinates programs for both Columbus and regional site staff
- Trains and directs the work activities of other staff involved in benefit administration and employee interaction
- Interfaces directly with Managers, Human Resource Business Partners, Health Services, and Corporate Legal regarding problems, solutions and clarifications of ongoing benefits administration as necessary. Interfaces directly with systems personnel regarding procedures and enhancements to benefit systems
- Acts as resource person regarding benefits processing and procedures for various Battelle components and site operations
- Works with the Health Promotions Manager on projects and integrating benefits in to the wellness program
- Manages or contributes to special projects as delegated
- 5+ years’ experience administering and/or communicating employee benefits
- Experience with Benefit Focus technology
- At least one year direct experience with Battelle benefits and/or a knowledge of Battelle policies, practices, procedures, and benefits
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Benefits Consultant Resume Examples & Samples
- Responsible for coordination of efforts between payroll, HR, finance and other departments to ensure proper flow and maintenance of employee and payroll data (including preparation/distribution of detailed reports)
- Assist with administration of employee benefit plans including medical, dental, vision, short-term and long-term disability, life insurance, travel and accident plan, flexible spending accounts, 401(k) plan) and other voluntary plans and programs
- Administer leave programs and policies in accordance with the applicable federal and state employment laws (FMLA, ADA, USERRA, Pregnancy Discrimination Act, etc.)
- Utilize project management expertise and experience in the implementation and delivery of benefit and leave plans and programs
- Serve as liason with plan vendors and third-party administrators in the coordination and transfer of data to external contacts for services, premiums and plan administration. Evaluate and revise internal processes to reduce costs and increase efficiency. Document and maintain administrative procedures for assigned benefits processes. Ensure compliance with applicable government regulations. Ensure timeliness and accuracy of required reporting and fees
- Assist with daily benefits processing activities - enrollments, COBRA, terminations, changes, beneficiaries, disability, accident and death claims, rollovers, QDROs, QMCSOs, distributions, loans, hardships and compliance testing
- Oversee maintenance of employee benefits files, maintain group benefits database and update employee payroll records
- Gather employee data and oversee the processing of monthly billings and the preparation of vouchers for payment of administrative fees for all group plans. Allocate group health and dental claims monthly and reviews quarterly
- Assist with plan audits. Prepare, collect and organize data for actuarial assessments
- Survey industry trends. Complete benefits surveys, review and summarize information obtained from the results for consideration in future benefit plan design changes and enhancements
- Provide excellent customer service support to internal and external customers. Oversee development of benefits communication tools to enhance understanding of the company's benefits plans and programs
- Direct Reports: None
- Other Key Stakeholders: Works closely with key contacts in HR and senior leadership, the functional areas of compensation and benefits, legal, finance, tax and payroll, and manages external vendors and third-party administrators
- Bachelor's degree required, preferably in the field of HR, Finance or Accounting; SHRM and/or CEBS certifications preferred
- Computer proficiency and technical aptitude with the ability to use Microsoft products, including PPT, Project and Access; experience with HRIS and benefits databases
- Strong project and team management skills and experience. Proven ability to work effectively in a team environment
- Capability of effective planning and priority setting. Ability to manage several projects simultaneously while working under pressure to meet deadlines
- Strong analytical skills and a thorough knowledge of plan designs. Ability to understand, evaluate and make judgment on proposals (RFPs)
- Excellent problem solving/judgment skills, and high level of attention to detail and accuracy
- Knowledge of all pertinent federal, state and local regulations, filing and compliance requirements,affecting employee benefits and payroll, including ERISA, COBRA, FMLA, ADA, Section 125, Medicare, OBRA, and Social Security and DOL requirements
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Oracle EBS Oracle Advanced Benefits Consultant Resume Examples & Samples
- Requirements analysis and validation
- Best practices
- Module configuration and setup
- Configuration testing
- Pilot
- Workflows
- Fast formulae
- Reports
- Go-live preparation
- User acceptance
- Setup documentation
- Training
- Must possess a minimum of 12-14 years of demonstrated experience with setting up and maintaining Oracle Advanced Benefits and Employee Self Service within an existing Oracle HCM and Payroll implementation (this does not refer to how long the company has been in business, but rather the duration the individual consultant has performed Oracle Advanced Benefits and Employee Self Service work.)
- Demonstrated understanding, experience, and the ability to perform the following Oracle Advanced Benefits and Employment Self Service responsibilities in a hands-on manner while illustrating work performed utilizing Oracle (eBusiness Suite) for a comparable school district – preferably in Texas
- Demonstrated understanding and experience with K12 appointment types and employment classifications (e.g., 187 days, 226 days, 261 days etc), Teacher, Professional, Auxiliary, Temporary, Substitute etc.), benefits programs may be different across the various categories
- Demonstrated experience and understanding of Planning and Implementing and Rolling Out - Advanced Benefits and changes to Employee Self Service in an existing Oracle E-Business suite implementation with HR, Payroll and Basic/Standard Benefits with element based benefit setup. This may require the dismantling of some existing setup to allow for Advanced Benefits deployment
- Experience setting up manual payments, leave management and tracking, eligibility criteria, life event management and employee communications
- Experience with the Total Compensation Wizard and data interfaces
- Set-up/configuration should allow for new benefit programs to be created and existing programs modified as required
- Open enrollment configuration - experience setting up and managing enrollments, plans, processing schedule, rate and premium calculation
- Experience with Activity Rates and Coverage Calculations including definition of rates, coverage calculations, premiums, benefit elements, contributions and distributions
- Experience setting up dependent and beneficiary designation and eligibility profiles
- Life-event set-up and work flow (marriage, divorce, birth, FTE reduction, retirement match and no match, assignment term, beneficiary designation, etc.)
- Demonstrated understanding of regulatory requirements of the Affordable Care Act’s (a/k/a Healthcare Reform) Employer Mandate variable hour (30 hour) requirement
- ACA reporting configuration and setup including document and file generation using OAB processes for various reports including but not limited to 1095-C, 1094C etc
- Experience setting up OAB for regulatory compliance for ACA, FMLA, HIPAA and COBRA
- Experience setting up online open enrollment
- Other compliance and statutory reporting setup
- Configuring self-service screens for various activities including but not limited to address changes, open enrollment, life events etc
- Complex enrollment-based queries to provide information including but not limited to vendor/analytic data and troubleshoot enrollment variances
- Work-flow approval process for transactions (work groups, individual approvers, etc.)
- Alert configuration for report and process monitoring (to isolate output errors)
- Employee Self-Service setup for editing approved data including but not limited to address, W4 etc
- Employee Self-Service setup to display district approved documents including but not limited to the paystub, 1095-C and the W2 form
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Compensation & Benefits Consultant Resume Examples & Samples
- You will provide client service and support in relation to the Compensation & Benefits products, services & tools; with an orientation for client satisfaction and identifying commercial opportunities
- You will be responsible for the account management of existing and new clients based in the Netherlands
- You will be responsible for conducting in-depth analysis of our market data for consulting projects
- You coordinate daily compensation benchmark and Global Mobility data requests and work in close collaboration with our Competence Centre of Excellence based in Warsaw, Poland
- You will evaluate on a daily basis jobs in accordance with Mercer’s IPE methodology and help build tailored grading/salary structures for our clients
- You are a true team player who does not hesitate to support your team members with any other client requests
- 3-5 years of experience, preferably within a consulting or compensation & benefits environment
- University graduate (Business Administration, Human Resources, Organizational Psychology etc.)
- Proactive team player with a flexible and no-nonsense approach
- Communication skills (excellent face-to-face and telephone skills are required)
- Attention to detail and analytical skills
- Fluent in Dutch and English (written and verbal)
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Benefits Consultant Resume Examples & Samples
- Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR
- Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR
- High School Diploma/GED and 6 years experience with appropriate insurance licensing required
- Professional certification preferred (CEBS, CPCU, CIC or ARM)
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Benefits Consultant Resume Examples & Samples
- Bachelor's degree in Business, HR or related field or an additional 2 years' experience in lieu of a degree
- Minimum 5 years' related experience in progressively technically sophisticated benefits operations
- Experience leading, coaching & developing team members
- Experience working on self-insured benefit plans, Global Health, Welfare and Retirement plans
- Understanding of general HR principles and policies
- Strong analytical, problem solving and conceptual skills, including experience with Microsoft Excel & Access
- Experience identifying key stakeholders and building & maintaining cross-functional relationships
- Ability to independently manage outside vendors in a cost effective and assertive manner
- Ability to lead project teams from the design to the implementation stage with tight timelines
- Willingness to travel up to 10%
- Certified Employee Benefit Specialist designation is preferred
- SAP and PeopleSoft experience is preferred
80
Senior Benefits Consultant Resume Examples & Samples
- Has both account management and production responsibilities--hybrid role
- May manage others
- Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients and providing a high level of client service to assigned accounts
- Performs heavy, ongoing servicing of accounts
- Bachelor's degree and 5 or more years related experience --or -- High School Diploma/GED and 10 years related experience
81
Financial Analyst & Benefits Consultant Resume Examples & Samples
- Preparing client deliverables (reports, letters, presentations) primarily with MS Excel, Word and PowerPoint
- Responding to client requests for advice, information, explanations, or schedules through phone and e-mail
- Working with large insurance carriers such as Blue Cross Blue Shield, United HealthCare, Aetna, Cigna, Mutual of Omaha to collect data and other reports
- Managing projects for clients by working with other consultants and support staff
- B.S. or B.A. (Master’s degree a plus)
- GPA of 3.5 or greater with major in Actuarial Science, Accounting, Economics, Finance or Math
- Previous experience within insurance preferred but not required
- Exceptional finance and accounting abilities, including the ability to understand and extract data from corporate financial reports
- Demonstrated proficiency in MS Excel, including pivot tables, database management, and report formatting
- Previous experience with database programs such as MS Access a plus
- Ability to portray a professional image consistent with Milliman's role as a consultant with phone calls, e-mails, and other correspondence
- Strong organizational skills with attention to detail to manage multiple projects at the same time
- Ability to work independently within a team-based consulting environment
- Willingness to learn new skills and offer input
- Flexibility within a customer first attitude
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Benefits Consultant Resume Examples & Samples
- Assists management staff with the application and interpretation of human resources policies, legal and union contract compliance, grievance and performance problems, transfers, terminations and promotions
- Provides support to HR Director and HR Consultants in department restructuring, reductions in force, and other change initiatives affecting employees
- Participates in workforce planning activities for the Service Area, including analysis of staffing patterns, identification of trends and future needs
- Coordinates with other HR departments, including People Solutions, to facilitate the resolution of customer issues and ensure activities are consistent with policy
- Participates in SA employee committees and forums
- Monitors employee climate to identify issues/trends
- Counsels managers on identifying issues and implementing corrective actions
- May coordinate employee communications
- Assists HR Consultant with labor grievances, investigations, disputes and employee concerns
- Develops and implements system to track cases/grievances and recommend opportunities for cost savings
- Participates in the development and monitoring of Affirmative Action plans
- Consults with management and employees on Affirmative Action/Equal Employment Opportunity issues and charges
- Assists in the investigation of all charges and allegations
- Participates in education, communication, implementation and training for all compensation and benefit programs
- Assists management and Staffing with recruitment issues including clarifying job specifications and requirements with hiring managers, determining appropriate salaries within the Total Compensation guidelines and identifying applicant pools
- May prepare job profiles from questionnaires and interview with incumbents and supervisors
- Explain the salary determination process to supervisors and managers to effectively allocate dollars based on individual and organizational performance
- Minimum three (3) years of HR experience including working with bargaining unit employees
- Collective bargaining experience preferred
- Power Point, Word, Excel
- Must have travel flexibility to preform presentations and handle in person employee issues
- People skills is a must
- Must have a drivers license and vehicle
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Flex Benefits Consultant Resume Examples & Samples
- Manage clients’ initial enrolment and re-enrolment projects
- Utilize project management practices to manage scope, schedule and cost
- Manage client expectations and influence requirements to limit customization yet ensure complete client satisfaction from the beginning of the solution development to post-implementation
- Create detailed business requirements documents (BRD) based on client requirements, obtain client signoff
- Create payroll specifications document based on client requirements, obtain client signoff
- Conduct walkthroughs of the Requirements Document with internal and external stakeholders
- Review Systems Specification documents and Design Documents
- Support the client throughout the Preview Sessions and enrolment period
- Provide support for building of test plans for each project and ensure testing is performed on schedule
- Provide support of escalated administration or payroll-related questions
- Plan and hold a Post Implementation Review
- Providing ongoing client relationship management post-enrolment
- Strong knowledge of Flexible Benefits and Outsourced Administration
- Proficient with Microsoft Applications (Excel, PowerPoint, Word)
- Excellent problem solving skills and data analysis experience
- Strong knowledge of Group Benefits
- Previous Business Analysis experience within a Benefits Administration environment would be a definite asset
84
Trainee Actuary / Benefits Consultant Resume Examples & Samples
- Assisting the lead consultant on the delivery of strategic and day to day consulting advice that requires detailed ongoing client knowledge as well as good working relationships with key client contacts
- Contributing to client meeting preparation e.g. setting the agenda and content for meeting packs; and liaising with the client and senior consultants
- Working with the RSC, specialty groups and other Mercer businesses to deliver a streamlined service to clients
- Dealing with routine queries received from clients, scheme members, third parties and other Mercer businesses
- Getting involved in valuation and accounting processes e.g. project management, liaising with the internal stakeholders etc
- Carrying out non-standard scheme benefit calculations and, depending on your experience, you may be involved in actuarial work e.g. scheme design, funding and accounting
- Getting involved in drafting client correspondence and presentations
- Liaising with clients on a regular basis to ensure clients are kept appraised of all relevant developments
- Researching new business prospect activity and collating information for consultants to support business development opportunities
- Attending and participating in client meetings with consultants
- Delegating work to more junior colleagues; acting as a mentor to, and helping develop junior colleagues
- Presenting technical training sessions (e.g. legislative changes) to junior colleagues to support their development
- A broad understanding of how UK pensions schemes operate and the ability to interpret rules and awareness of what they mean for client work
- Good analytical skills and ability to work through tasks in a logical manner
- Educated to degree level (minimum 2:1) in a numeric subject and ideally studying towards a professional pensions qualification i.e. Actuarial or PMI
85
Voluntary Benefits Consultant Resume Examples & Samples
- Perform service reviews, measure sponsor satisfaction, identify service goals and drive execution
- Cross-sell solutions and alternative products when appropriate and/or in conjunction with the appropriate Mercer or Marsh business partners
- Partner with clients to develop a Relationship Plan including documentation of high level goals for services provided with practice specific business plans for each product utilized
- Develop an appreciation of the client, truly understanding their culture and the role their Human Resource Services plays, not only in the retention and recruitment of their employees, but also in the role it plays in their total benefit approach
- Monitor project management activity, ensuring client and Mercer outsourcing team share a consistent view of the current status of any project and/or the results being delivered
- Act as a "voice" for the client by advocating solutions to their needs as well as identifying day-to-day operational support is provided at a level that exceeds clients' expectations
- Have responsibility for determining client needs for the entire portfolio of outsourcing products and introducing the outsourcing sales team or Client Manager as appropriate
- Take a lead role in the coordination of client billing and collection and facilitating the execution of Mercer Outsourcing Service Agreements to include appropriate Service Level Agreement concessions or adjustments
- Partner with Operations leadership in the management of scope of service with clients
- Take the lead in coordinating service delivery with the broader Mercer organization in understanding the Outsourcing service relationship as part of a broader Mercer or Marsh relationship
- Perform analysis on the services delivered to determine appropriate service modification/refinement or enhancements as required and to measure and monitor client satisfaction levels and clients' ability to provide references
- Client assignments will feature our most sophisticated and complex relationships
- BA/BS degree; MBA degree preferred
- Minimum of ten years experience in benefit administration with a heavy emphasis on Health & Welfare, Defined Benefit Absence Management or Defined Contribution plan administration
- Minimum of ten years experience in people management; prior matrix management experience is preferred
- Minimum of five years experience in project management
- Ability to communicate effectively, both orally and in writing, with external clients and internal team members at all levels
- Strong organization, planning and time management skills
- Familiarity with the Microsoft Office Suite and MS Project preferred
86
Pension Actuary / Benefits Consultant Resume Examples & Samples
- Experience working with Form 5500 data
- Experience working on multiemployer pension plan data and/or familiarity with multiemployer pension plans
- Interest in obtaining and/or pursuing actuarial credentials such as ASA, EA, or FSA
87
Compensation & Benefits Consultant Resume Examples & Samples
- Helps to plan and develop compensation and benefit programs by evaluating cost and effectiveness of programs
- Administers and communicates the company’s benefits program plan options, features and enrollment requirements
- Recommends new and/or improved team member plans and cost- saving measures
- Acts as a liaison with carriers, vendors and consultants on various matters such as plan design, contracts, coverage and renewals for the field team
- Prepares special studies and makes recommendations on both compensation and benefits subjects
- Technical strength and experience managing benefit programs and administration
- Strong financial analytical skills
- Current knowledge of benefits issues, compensation and HR practices to adhere to local country law, employment and labor law and works councils or governing bodies in country
- Ability to speak in English & Mandarin
- Strong vendor, project and program management skills
- Good understanding of HRIS system processes and web-enabled tools
- Insurance background or benefits consulting experience a plus
- Advanced skill level in Microsoft Excel and PowerPoint
- Excellent customer service and commitment to solving problems
- Team player and facilitator of team work
88
Heath & Benefits Consultant Resume Examples & Samples
- Data analysis (example includes but is not limited to review claims and utilization data and look for trends and patterns); may involve use of the underwriting model to develop self funded claims projections, rate setting and employee cost sharing
- Review internal compliance and client disclosure requirements, external vendor contracts, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and legal requirements
- Understand more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources such as H&B MercerLink by participating in training courses, online learning, or through learning from more experienced colleagues
- At least three years of industry related experience
89
Benefits Consultant Resume Examples & Samples
- Manages all client required services and maintains client relationship with no input from Producers
- Manages large market book of business through direction of employees on service team
- Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
- Acts as direct point of contact for client from time of lead
- Acts as the lead representative to an assigned book-of-business
- Participates in team selling process including finalist interviews and RFP responses
- Prepares and presents to client renewal analysis
- Sells renewal business to existing clients and where applicable, sells additional lines of coverage
- Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals
- Provides analysis and recommendations concerning client's existing coverages
- Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations
- Receives and responds to client inquiries including benefit and claim questions and issues
- Reviews client coverage contracts and amendments for accuracy
- Manages and negotiates third party vendor relationships and contracts on behalf of the client
- Manages dedicated service team
- Serves as technical expert, assisting department members to resolve complex issues
- Creates new client sales opportunities
- 10 - 12 years related work experience
90
Employee Benefits Consultant Resume Examples & Samples
- 1) Resume/Curriculum Vitae
- 2) Letter of Application/Cover Letter
- 3) Contact Information for Three References
91
Voluntary Benefits Consultant Resume Examples & Samples
- Minimum of twelve years of industry experience with background in client management, sales, or benefits administration
- Experience managing complex client relationships
- Ability to set and manage client expectations
- Demonstrated ability to lead others in a high visibility client environment
- Ability to work independently and lead cross-functionally
- Proven ability to exercise sound judgment and strong problem solving skills
- Effective written and verbal communication skills, including the ability to communicate information concisely internally as well as externally with satellite locations and external clients
- Demonstrated negotiation and presentation skills
- Strong financial acumen and analysis skills
- Proven project management skills with the ability to execute and follow through on projects to completion
- Demonstrated ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required
- Must demonstrate strong active listening, sensitivity to audience, and follow-up skills
- Proficiency in Microsoft Office; intermediate Excel skills required
- Life & Health and Personal Lines licenses must be obtained
92
Senior Benefits Consultant Resume Examples & Samples
- Manage all aspects of benefit plans and programs as assigned with a particular emphasis on leave and disability programs
- Act as subject matter expert and steer strategic planning initiatives
- Resolve and/or research complex employee benefits issues that are escalated by internal employee services staff, HR business partners or vendors/providers
- Develop communications and education programs for employees, HR colleagues and other stakeholders
- Oversee compliance of benefit programs under management, including maintenance of plan documents, summary plan descriptions, and regulatory filings
- Demonstrate subject matter expertise in federal, state and local benefits laws and regulations, especially as they relate to leave and other absence management programs. Must be “fluent” in the environment surrounding family/medical leave (FML), sick leave, and military leave
- Partners with legal, HRIS, finance and vendors to perform all aspects of plan oversight and vendor management
- Develops and produces metrics and reporting critical to effective decision-making around benefits
- Lead and participate in cross-functional teams executing projects tied to benefit plan strategies
- Keep abreast of legislative and regulatory activity affecting plans; maintain awareness of industry trends and practices. Performs benchmarking activity to gauge competiveness of programs as well as focus groups and surveys to measure effectiveness with employees
- Participates in system configuration, set-up, testing and maintenance within internal HR systems as well as vendor systems. Ensures data integrity and accuracy
- Contribute to the development, recommendation and implementation of future plan designs and assist with strategic benefits planning
93
Benefits Consultant Resume Examples & Samples
- Develops and maintains strong working knowledge of the design, administration, compliance, and financial aspects of employee benefits programs
- Manages ongoing relationships with external vendors and consultants
- Manages to contract terms (expiration, signature, guarantees, planning for Request for Proposal’s (RFP’s))
- Assists in ongoing employee communications and develops and delivers formal presentations
- Responds to administrative and policy questions unanswered at the benefits technician level and counsels employees on escalated benefits issues
- Works with legal counsel, actuaries, vendors, and trustees on plan issues and changes
- Supports required audits and compliance activities and ensures all plans are in compliance with state and federal regulations
- Leads or supports department projects and implementations
- Supports acquisition and union negotiation efforts
- Performs other job-related duties as assigned
- Certified Benefits Professional (CBP)
- Certified EE Benefit Specialist (CEBS)
94
Senior Benefits Consultant Resume Examples & Samples
- Knowledge of principles and processes for providing project management and data analytics
- Knowledge of administrative and clerical procedures and systems
- Knowledge of the English language including the meaning and spelling of works/rules of composition and grammar
- Advanced skills in Microsoft Office Products including Excel, Word and Outlook. Other software includes Oracle
- Manages implementation of new products, services and processes to include the definition phase, scope of project, risk avoidance and managing priorities
- Ensures vendor deliverables are met for comprehensive benefit plans and keeps daily tasks on schedule
- Analyzes current data and trends in conjunction with the Benefits Manager
- Analyzes and implements improvements that enhance effective and efficient products and services
- Provides frequent reviews and feedback on project status, services and processes to ensure schedules remain on task
- Maintains comprehensive dashboard(s) on all Benefits trends and costs in conjunction with the Benefits Manager
- Manages all compliance deadlines and deliverables in conjunction with all of the Benefits Team
- Mentors or leads benefits team and may be called upon to explain logic or basis for situations/opportunities
95
Benefits Consultant Resume Examples & Samples
- Independently acquire small/medium non-valuation benefit project
- Assist and anticipates in sales and marketing activities for new business promotion
- Share some coaching responsibilities to junior or new hires
- Responsible for assigned revenue target
96
Benefits Consultant Resume Examples & Samples
- Oversee all administrative aspects of assigned benefit programs. This includes participant data, management reporting, associate communication, plan documents, vendor relationships, regulatory compliance and overall effectiveness and competitive assessments
- Stay current with regulatory requirements and design trends, as well as recommend appropriate plan improvements
- Effectively communicate with both associates and management to convey program specifics and develop program redesigns. Work closely with legal and finance resources to manage all plan aspects
- Understand corporate business and people strategy, and partner effectively with management to keep assigned programs in alignment
- 5 – 7 years experience in benefits, including advanced knowledge of plan design and competitive trends
- Bachelor’s degree required and relative professional designations strongly desired
- Must have the ability to work in a fast-paced, time-sensitive environment with a great deal of flexibility
- Must be comfortable as a role model for change
- Must have good to excellent project management skills and be highly proficient with data management programs
97
Employee Benefits Consultant Resume Examples & Samples
- Direct/assign special projects for accounts as needed in concert with the Unit Manager
- Assist in review of all agreements and/or documents (employee booklets, carrier contracts, etc.)
- Provide limited assistance to clients on compliance issues and determine with Unit Manager if legal advice is necessary
- Perform AA and AM duties when necessary
- Assist Producer and Unit Manager in establishing and meeting target revenue goals for existing and new business (includes review of annual commission/fee tracking)
- Assist Producer with new sales opportunities as assigned by Unit Manager
- Attendance of internal meetings/educational programs
- Participate in Certified Employee Benefit Specialist (CEBS) designation program
- Participate in Management Activities as defined by Unit Managers and COO
- Primary resource for AM/AA
- Proactively provide Associate (AM, AA) performance feedback to Unit Manager
- At least three to five years experience in the insurance industry, specifically in employee welfare benefits, preferably two years with LBC
- Ability to prepare and present client presentations with clarity and understanding
- Excellent organizational, communication and negotiation skills
- A firm working knowledge of welfare benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and a basic understanding of risk and insurance
- Excellent working knowledge of differing financial arrangements and products available to clients (i.e., fully insured, minimum premium, ASO)
- Good working knowledge of federal and state legislation and legal issues related to the insurance industry
- Required insurance licenses
- Legal right to work in the United States
98
Compensation & Benefits Consultant Resume Examples & Samples
- Consult in the reward space including workforce rewards, job grading and career frameworks
- Participate in design of rewards and performance management tools and concepts for our clients
- Provide consulting and advise on reward structures
- Perform Client management services in small teams for a range of companies
- Support with analysis and presentations based on Mercer Global Data
- Participate in the execution of client events
- Genuinely interested in the Compensation and Benefit space
- Fast learner - with strong analytic skills and good problemsolving skills
- Curious of nature and enjoys to work with large data sets – transforming them into recommendations and advices
- Commercial mindset & international outlook
- Ability to work independently as well as in teams
- Very good sense of details and quality
- Relevant education on Master level with focus on Reward related issues
- Preferably 1-2 years of experience from other consultancies - alternatively 2-3 years of experience from an HR function in a larger company
- Proven track record in Analytics & Problemsolving
- Preferably process development or project management experience
99
Benefits Consultant Resume Examples & Samples
- Builds, expands, and solidifies relationships with existing clients at all levels within the company
- Leads appropriate resources to address the client's risk/capital management needs
- Cultivates relationships with most senior buyer in the client organization as well as with day-to-day client representatives and buyers
- Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement
- Has retention goals
- Bachelor's degree and 5 or more years client coordination and/or claims management experience
- Or --
- License required
- Able and willing to travel approximately 25% of the time
- Professional designation may be preferred, such as CPCU, CIC or ARM
- Minimum 1 year experience with A.J. Gallagher is preferred
100
Benefits Consultant Resume Examples & Samples
- Has retention goals for assigned group of accounts
- May coordinate the work of administrative support and customer service
- Able and willing to travel approximately 25% of the time, or less
101
Benefits Consultant Resume Examples & Samples
- Demonstrated competency across full spectrum of benefits plans including health & welfare plan structure, retirement plans, voluntary benefits, spending accounts, and state/federal laws and regulations related to employee benefits
- Demonstrated competency of multi-state leave laws and regulations and administration of complex leaves
- Demonstrated analytical abilities. Ability to deal with ambiguity and effectively cope with change. Can shift gears comfortably and make decisions and take action with limited information using sound judgement with limited direction
- Excellent interpersonal skills in dealing with diverse audiences. Ability to maintain professionalism and mitigate volatile situations when dealing with angry and/or upset and sometimes elderly former employees. Develop and maintain effective relationships
- Strong ability to effectively communicate verbally and in writing complex benefits concepts to various customers including executive management
- Demonstrated ability to multi-task with accuracy and efficiency using excellent time-management skills
- Computer proficiency skills including HRIS, Radar (or similar research and imaging tool), Remedy (or similar tracking, history log and notification tool) and Office Suite (Word, Excel and PowerPoint)
102
Benefits Consultant Resume Examples & Samples
- The person in this position will utilize knowledge of NC General Statutes, Federal, and State personnel policies and procedures
- The person must have a thorough knowledge of HR policies to include benefits, leave administration, salary administration and general HR
- The person must have the ability to apply and interpret state and federal regulations pertaining to benefit programs
- Extensive experience with employee benefits is required
- The person must have strong technical skills to generate analytical benefits reports and use excel or other software tools to interrupt the data
- The person must have the ability to effectively deliver information in a variety of settings including; one-on-one, team settings, presentations, and various written forms such as letters, memorandums, analytical reports and decision documents
- The person must be able to express ideas and exchange information clearly and persuasively
- The person must have the skills to consult and give expert advice to management or other groups on benefit related topics or processes
103
Voluntary Benefits Consultant Resume Examples & Samples
- Employee benefit plan knowledge
- Strong command of Microsoft Office, including Excel
- Holds or will obtain within 60 days of employment appropriate insurance licenses including Life & Health, Property & Casualty, LTC certification
- Ability to influence business relationships
- Sharp attention to detail, organizational skills, and time management required
104
Employee Benefits Consultant Resume Examples & Samples
- Lead service teams to provide strategic EB solutions
- Work alongside and cooperatively with Sales Executives, if assigned on clients, serving as HUB’s primary consultant to the client. The Sales Executive has primary responsibility for client relationship management and initiating new sales. The Consultant has primary responsibility for retaining the client, acting as the de facto technical expert and broker-consultant. In some instances no Sales Executive will be assigned, and the Consultant also is primarily responsible for client relationship management
- Ensure Sales Executives, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship
- Establish and maintain strong and productive professional relationships with “C-Level” and other cognizant decision makers for assigned HUB clients
- Possess a detailed knowledge of the client’s business and industry
- Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients
- Directly oversee and coordinate the delivery of HUB’s entire value proposition to assigned clients throughout the policy cycle, including but not limited to a multi-year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits
- Follow an annual service calendar that includes but is not limited to Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship meetings
- Ensure that all client service needs are promptly and professionally delivered, either directly by the Consultant or via HUB colleagues (e.g. AAE, SME, etc.). The Consultant is accountable for the competence, timeliness, and quality of all deliverables to the client
- Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers
- Work with the client on receivables more than 30 days past-due, with each unresolved circumstance documented and reported to accounting
- Possess a mastery of the various HUB resources and tools that are available via “HUB Today,” employing same to best serve assigned clients and work with cognizant Sales Executives
- Have knowledge about and comply with HUB systems, procedures, and state/federal insurance regulations
- Maintain applicable licensing by participating in continuing education
- Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client
- This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise
105
Benefits Consultant Resume Examples & Samples
- Coordinates and maintains relationship with client and all client stakeholders
- Coordinates the implementation of a new client with the Account Team
- Coordinates and manages the activities of marketing and renewals, recommending measures to improve satisfaction, performance and cost
- Recommends or initiates actions to effectively and proactively service the client. Plans, directs, and coordinates benefit and insurance programs. Educates clients on benefit strategies
- Identifies, plans, and develops methods and procedures to obtain greater efficiency and effectiveness of benefit programs
- Regularly meets with clients to review programs and make recommendations on improvements
- Participates and conducts employee benefit and open enrollment meetings
- Works with client to develops client specific management and financial programs. Reviews financial and management reports monthly
- Reviews insurance circulars and bulletins to keep current on changes in the industry
- Performs routine service and account management functions for the clients
- Participate in market meetings, seminars, and training programs as directed
- Works closely with the Benefit Analyst and assists in the development of expertise within the Account Team
- Works on obtaining other sales opportunities with current clients as well as cross selling P&C lines of coverage. Will assist in the sales process of new Hays Companies clients
- Manages financial profitability of account book and is compensated accordingly
- Must have Small Group experience using Small Group quoting systems
- An exceptional knowledge of all lines of benefits including self-funded medical insurance. Good oral and written communication skills; the ability to independently make accurate decisions
- Minimum of five (5) years in an insurance-related or human resource position or any equivalent combination of education and experience. Understand local market and has existing relationships with carriers and employers
- Strong computer skills, utilizing Microsoft Office: Excel, Word, PowerPoint
- Proficient mathematical and analytical skills
- Strong customer service and client relation skills
- Active Life/Accident and Health Insurance Agent License
106
Senior Benefits Consultant Resume Examples & Samples
- Coordinate and maintain relationships with new and existing clients, assuring all routine service requirements are met as well as addressing all ad hoc questions or issues. Recommend or initiate actions to effectively and proactively service the client
- Identify, plan, and implement client-specific strategies to obtain greater efficiency and effectiveness of benefit programs. Provide robust financial and data analysis relevant to client health & welfare programs
- Coordinate and manage the activities of marketing and renewals such as requests for proposals, analyzing and offering solutions in a consulting capacity to improve satisfaction, performance and value
- Regularly meet with clients to sustain a high level of client service, review existing and potential programs, make recommendations on improvements and nurture the relationship
- Assure that Hays and our clients are continuously compliant with relevant laws and best practices. Review all current industry developments, legislative and regulatory changes and market updates to advise on their impact to clients
- Manage benefit analysts and/or consultants as account load requires and assist in the development of expertise within the account team and NYC office
- Facilitate sales opportunities where appropriate with current clients as well as cross-selling P&C lines of coverage
- Manages financial profitability of account book. Oversees the development and maintenance of management reports as needed
- Five (5) or more years of experience managing large and middle-market Health & Welfare clients. Consideration may be given to outstanding candidates with lesser or alternative but comparable experience. (Broker and or Carrier experience preferred)
- An exceptional knowledge of employee benefits and of all lines of coverage
- Demonstrated proficiency in both the HR and the Financial Analysis aspects of the role
- First-rate oral and written communication skills
- The ability to independently make prudent decisions, balance a demanding workload, and reliably meet or exceed the complex and varying needs of Hays clients
107
Pension & Benefits Consultant Resume Examples & Samples
- Excellent communication skills including business writing, presentation, listening and organizational skills in order to present, discuss information and advise management and employees
- Proven ability to multi-task in a fast-paced environment
- Benefits and/or pension administration experience an asset
- Demonstrated experience working vendors and/or consultants
- Recognized Human Resources designation, preferably Certified Employee Benefit Specialist (CEBS) (or equivalent) or interest in pursuing such designation
- Advanced Excel and HRMS (Workday) analytical reporting skills
108
Global Benefits Consultant Resume Examples & Samples
- Further refine LogMeIn’s global employee benefits programs and policies, ensuring alignment and embodiment of cultural values and company strategy through
- Managing partnerships with third-party Benefits Broker/s, Vendors, Consultants, and Advisors to regularly review offerings, plan designs, eligibility requirements, and participation
- Coordinating and developing the 401(k) administration committee and investment committee, as well other international retirement plans
- Working with Health & Welfare brokers to put US plans out for bid
- Provide analysis and recommendations for self-insured health plan
- Maintaining expert knowledge of benefit laws/regulations, providing oversight and guidance of internal procedures to ensure compliance and consistency
- Reviewing claims and utilization data on an ongoing basis; analyzing and interpreting data for trends, improvements, and efficiencies
- Creating and implementing various wellness initiatives and programs; establishing ROI regarding programs
- Supporting analysis, design, compliance, communication, implementation, administration, monitoring and reporting of health, life, disability, and other benefit programs
- Consideration of other employee benefit enhancements such as Tuition Debt Benefits and ESPP evaluation
- Work closely with HR Operations, HR Business Partners, and other cross-functional teams on various initiatives, such as
- Participating in M&A due diligence; managing the M&A benefit integration process
- Partnering with HR Operations to ensure that all welfare and retirement plans (health, dental, vision, life, disability, FSA, 401(k), etc.) meet legal, regulatory and audit compliance
- Regularly conducting audits of internal HR systems to enhance data integrity and efficiency
- Collaborate with Recruiting, HR Business Partners, and business leaders to provide counsel and build solutions appropriately
- Lead broader communications out to staff to ensure understanding of total rewards programs including annual open enrollment
109
Compensation Benefits Consultant Resume Examples & Samples
- Organizational Development and Design-Conduct organizational assessments, make recommendations, and manage change
- Learning and Development- Conduct assessments and establish training and leadership development programs for all levels of an organization
- Culture- Guide companies in the articulation and infusion of a culture that supports their corporate strategy and goals; develop supporting programs
- Compensation- Benchmarking, salary assessments, and job descriptions/performance management related documents
- Benefits- Administration, plan development, enrollment
- Attributes of our global professionals include: a dedication to client service, the ability to think in complex and ever changing situations, strong communication skills and the ability to solve problems, execute and transfer knowledge
- Degree in related field
- 10+ years of Human Capital experience at mid-large sized corporations or within a HR consulting professional services firm with depth in at least one of the following areas: OD, Change Management, Talent Management, Learning & Development, and Compensation/Benefits
- Track record of providing HR consultation to leadership on strategic initiatives
110
Senior Benefits Consultant Resume Examples & Samples
- Direct/assign special projects for accounts as needed in connection with the Unit Manager
- Assist in review of all agreements and/or documents (employee booklets, carrier contacts, etc.)
- Provide limited assistance to clients on compliance issues and determine with Unit Manager and Department Head if legal advice is necessary
- Perform Consultant, Sr. Account Manager, Account Manager and Account Administrator duties when necessary
- Primary resource Consultant, Sr. AM, AM and AA
- Proactively provide Associate performance feedback to Unit Manager
- Minimum of a Bachelor’s Degree in a business related field, or equivalent experience in the insurance industry
- At least three to five years’ experience in the insurance industry, specifically in employee welfare benefits, preferably two years with Employee Benefits
- Strong customer service skills, with the ability to develop sound client relationships with multiple clients
- Ability to prepare and present client presentation with clarity and understanding
- Excellent computer skills including word processing and spreadsheet expertise
- A firm working knowledge of welfare benefits in multiple product lines (I.e. medical, dental, life, AD&D, disability) and basic understanding of risk and insurance
- Excellent working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO)
- Must be available for travel and willing to accept responsibility for client/vendor entertainment
- Legal right to work in the United states
111
International Benefits Consultant Resume Examples & Samples
- Assist with renewals of employee benefit plans such as life, health, dental, disability insurances, pension plans and voucher programs
- Collaborate with local broker and local HR in preparing materials and/or presenting benefit plans and plan changes to employees if applicable
- Develop, update and document process flows & procedures
- Proactively recommend solutions or enhancements for the regions
- Process leave of absence requests, counsel employees on region specific leave laws and provide updates as necessary to local HR business partners and managers
- May make plan design or policy recommendations to local HR Business partner and Country Manager
- Evaluate and compare existing employee benefits with those of other employers by analysing other plans, surveys, and other sources of information
- Oversight of monthly billing exchange and reconciliation between payroll, broker and/or vendor for each region
- Interaction with all levels of HR and Finance teams
- Perform other related duties as required and assigned
112
Benefits Consultant Resume Examples & Samples
- Maintain and cultivate client relationships at all levels, seeking to understand their human capital needs and articulating Willis Towers Watson’s employee value proposition, products, services and resources
- Contribute to employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices
- Facilitate new client implementations including accounting/tracking systems set-up, collection of relevant data, etc
- Contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc
- Proactively advise clients and provide consistent client service to clients, resolving day to day service issue (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)
- Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
- Manage completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc
- Understand, articulate and implement key Willis Towers Watson value-added resources (legal resources/file 5500’s; employee benefit brochures and communications; etc.)
- Contribute to the client open enrollment process including preparing materials and presentations, organizing and conducting employee meetings, proofing contracts, updating internal systems, etc
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Senior Benefits Consultant Resume Examples & Samples
- Serve as subject matter expert resource for Benefit Analysts and administrators. Provide guidance with complex employee benefit and other related issues
- Assist with project management of significant benefit changes
- Partner with carriers to resolve eligibility, plan design and claim issues
- Responsible for vendor oversight
- Address elevated employee issues related to health plans, retirement or other relevant benefit programs
- Participate in the regular plan design review and development meetings
- Draft comprehensive benefit communications for annual enrollment and ongoing employee education
- Develop communication materials to enhance understanding of the company’s benefits package
- Investigate new benefits programs and make recommendations on improvements to the existing programs
- Ensure compliance with applicable government regulations
- Lead special projects as needed
- May participate in benefit surveys and Census reports
- Conduct benchmarking and trend analysis that help management to make decision related to benefits
- Conduct data collection for monitoring of financial performance
- Perform ad hoc reporting such as cohort analysis
- Perform other related duties as needed
- Skills/Abilities and Knowledge
- Ability to maintain confidentiality and adhere to the highest degree of professional standards
- Ability to prioritize and organize effectively in a fast paced environment
- Ability to communicate verbally and in writing in a clear and straightforward manner
- Advanced level proficiency with personal computer and software applications (i.e. Microsoft Word, Excel, PowerPoint, and Outlook)
- Excellent knowledge of employee benefit plans, policies and procedures
- Extensive knowledge of pertinent state and federal laws regarding ERISA, HIPAA and FMLA
- Knowledge of HRIS systems (PeopleSoft preferred)
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Lead Benefits Consultant Resume Examples & Samples
- Executes weekly funding payments for all savings plans
- Performs regular reconciliations/audits to ensure monies are contributed and funded accurately between Payroll and recordkeeping vendor
- Acts as the Subject Matter Expert (SME). Investigates and responds to participant issues related to their savings plans
- Pays invoices, in partnership with Finance, for all expenses related savings plans and participant education
- Performs and supports annual audits of savings plans to ensure compliance with government regulations and Plan documentation
- Tracks and manages, in partnership with Treasury, non-participant accounts to ensure the ability of the Plan to pay necessary fees and make good fiduciary use of participant monies
- May be involved with projects (supporting or leading) related to changing operational aspects of savings plans, such as plan mergers or consolidations, or changes to plan design
- May write and distribute, in partnership with Corporate Communications, communications to participants related to errors, plan changes, or issue resolution
- Benefits Programs
- Business Acumen
- Business Statistics
- Decision Making and Critical Thinking
- HR Legal and Regulatory Environment
- HR: Policies, Standards and Procedures
- Managing Multiple Priorities
- Planning: Tactical, Strategic
- Specific Benefits Plan Development
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Compensation & Benefits Consultant Resume Examples & Samples
- Lead C+B projects and initiatives to support business divisions for the region
- Perform job evaluations, salary bench marking and annual compensation reviews
- Assume full ownership of all C&B related communication and training in the region
- Partner global and regional C+B teams to undertake cross border/international special projects
- Possess 10 to 15 years of progressive job experience in C&B and generalist HR
- Highly consultative and able to establish collaborative working relationships across multiple functions and levels
- Technically competent with strong analytical and numerical ability
- Able to maintain confidentiality
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Benefits Consultant Resume Examples & Samples
- The successful candidate will be studying for or have completed the Advanced Diploma in Retirement Provision (APMI) from the Pensions Management Institute
- Will be educated to degree level with a minimum 2:1 degree
- (These qualifications are preferred but other relevant experience or qualifications may be considered)
- Good understanding of operation of UK trust based final salary schemes including regulatory requirements
- Must be prepared to work flexibly and travel to other locations within the UK
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Workday Human Capital Management & Comp Benefits Consultant Resume Examples & Samples
- Design and implement requirements in the Workday HCM solution
- At least 2 years experience in business process including analysis and requirements gathering
- At least 2 years experience in Human Capital Management (HCM) / Human Resources
- Anticipating certification in Workday Human Capital Management (HCM) and in Compensation or Benefits within 30 days
- At least 3 years experience in IT / Enterprise Resource Planning (ERP) implementation
- At least 3 years experience in business processes including analysis and requirements gathering
- At least 3 years experience in Human Capital Management (HCM) / Human Resources
- At least 3 years experience in deploying HCM SaaS software solutions (i.e., Workday, SuccessFactors, etc)
- Certified in Workday Human Capital Management (HCM) and in Compensation or Benefits
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Compensation & Benefits Consultant Resume Examples & Samples
- Provides project management support for HR programs and projects such as US Policy, Executive and HR employee onboarding, talent management, total rewards etc
- Provides administrative support to Corporate HR, includes preparing materials, scheduling meetings, maintaining calendar, taking meeting minutes, organizing and maintaining eRooms and project databases etc
- Prepares advanced PowerPoint materials and spreadsheets as needed for Corporate HR leadership team
- Plans and coordinates corporate HR meetings, teaming events, activities and outings
- Follows up and coordinates meetings including those with regular frequency as well as ad hoc. This work includes: setting up the facilities, food, meeting locations, hotel, flight arrangement and other transportation
- Pays and tracks invoices. Orders supplies for HR area
- Coordinates Corp HR and Executive HR employee on-boarding schedules, including set up and arranging of meetings, training, workspace, equipment, etc
- Strategic Talent Review administrative process, which includes assembling binders assisting employees with talent profiles
- Bachelor’s degree (or equivalent) in a related field
- At least 3 years of experience with all facets of broad-based compensation – combination of both domestic and international experience preferred
- A history of success working toward deadlines, multi-tasking and operating in an environment with rapidly shifting priorities
- Successful experience framing and solving complex problems addressing both quantitative and qualitative aspects
- Previous experience with large HR systems – WorkDay or PeopleSoft preferred
- A desire to work in an organization where you are encouraged and expected to challenge the “status quo” and deliver on your commitments
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Employee Benefits Consultant Resume Examples & Samples
- Secures existing business and drives the sale of additional services and coverage levels
- Cultivates relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers
- Bachelors degree plus 3 or more years client coordination and/or claims management experience
- Appropriately licensed and/or certified
- Working knowledge of Microsoft Windows applications and MS Office
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Employee Benefits Consultant Resume Examples & Samples
- Ensure the client portfolio is managed in a manner which is consistent with the client agreement and brand values
- Achieve financial targets
- Ensure the Supervisory Scheme is successfully completed for your client portfolio (supervisee) when undertaking Insurance Mediation activities
- Contribute to the development and delivery of the SME strategy and its associated products to achieve the business plan
- Work within the SME practice team to assist in achieving the overall business plan and maximising cross practice understanding, opportunities and efficiencies
- Achieve KPIs and objectives
- Action and complete all planned client portfolio activities/services
- Respond to all client portfolio queries
- Assist all portfolio clients with the development of their Employee Benefits strategy
- Maintain a thorough understanding of the SME proposition with a view to maximising opportunities and achieving the SME Client Solutions business plan
- Maintain a good understanding of the SME’s industry developments and compliance requirements
- Work with the SME practice team to develop the SME Client Solutions strategy and assist with project based activities as requested by the Head of SME Client Solutions (line manager)
- Attend and actively participate in the monthly management team meetings of the SME practice
- Attend industry events to maintain a good understanding of competitors’ propositions, industry developments and to represent Capita Employee Benefits as a thought leader
- Develop and maintain effective working relationships internally and externally
- IF7 – Health Insurance Product - Passed or working towards with a view to pass within the next 6 months
- GR1 – Group Risk - Passed or working towards with a view to pass within the next 6 months
- R04 – Pensions and Retirement Planning - Passed or working towards with a view to pass within the next 6 months
- Automatic Enrolment Certificate - Passed or working towards with a view to pass within the next 6 months
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Benefits Consultant Resume Examples & Samples
- Partner with our benefit vendors and consultants to administer benefit plans and address associates issues
- Assist in the successful completion of annual benefits enrollment
- Ensure that benefit plans are operating in compliance with laws and regulations (including tax filings, communications and general administration)
- Independently investigate, troubleshoot and propose solutions which resolve benefit-related issues for associates/managers
- Recognize, diagnose, administer, and facilitate issues about all aspects of employee benefits including new hire enrollment, changes in status, annual enrollment and termination of benefits
- Escalate complex cases for assistance in making determinations. In addition, works with Legal as required during the investigation of benefits-related issues and/or litigation
- Based on policies/benefits regulations and considering the specifics of situations presented, the incumbent is responsible for ensuring resolution of issues presented and communicating with HR managers, and associates (as applicable). In addition, recommend and implement changes to benefits processes and systems to improve effectiveness and efficiency
- Responds to escalated matters from managers/associates
- Works with the company’s third-party leaves administrator to support claims administration for leaves of absence including: Family Medical Leave; short-term and long-term disability; workers compensation and accommodations under the Americans With Disabilities Act escalating as needed
- Notifies and involves manager and/or HR Business Partners as necessary
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Senior Employee Benefits Consultant Resume Examples & Samples
- Responsible for managing and developing client relationships across a large portfolio of clients within the Career Business
- Design, implementation and communication of tax efficient profit sharing schemes and share option schemes for new clients
- Assistance with developing existing share schemes for current clients
- Partnering effectively with other lines of business within Mercer and with senior consultants and sales professionals across all lines of business
- Assisting with ad hoc tax projects as and when they arise
- 8 + years in a Share Schemes’ Specialist environment
- Tax / legal / accountancy qualification
- Strong interpersonal, written and oral communication skills with an ability to work effectively within a team, as well as on one’s own initiative
- Excellent organisational, technical and analytical skills
- Strong commercial awareness, sharing Mercer’s commitment to an in-depth understanding of our clients’ businesses and proven experience working closely with corporates
- Vision to identify business opportunities
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Coordination of Benefits Consultant Resume Examples & Samples
- Direct oversight of certain processes which includes heavy collaboration between departments and IT
- Detailed analysis using Excel, Access, and SQL to review table data and find false positives
- Conduct root cause analysis to determine source of the issue and work towards resolution
- Detect, present, and oversee process improvements, process efficiency, and automation opportunities
- One + yrs. of consultative skills which include ability to assess and understand client processes, elicit client understanding, and insight to advise and make recommendations
- Intermediate knowledge of Excel, SQL and Access
- Effective ability to evaluate existing work processes in order to predict, address and resolve efficiency and accuracy constraints
- Self-starter works with ambiguity; ability to work independently
- Experienced and Knowledgeable with Coordination of Benefits and related topics (i.e. Hospice, ESRD, etc.)