Employee Benefits Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the employee benefits job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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B Quigley

Bartholome

Quigley

558 Bednar Mount

New York

+1 (555) 178 2939

558 Bednar Mount

New York

Phone

p +1 (555) 178 2939

Experience Experience

Los Angeles, CA

Employee Benefits

Los Angeles, CA

Greenfelder-Kerluke

Los Angeles, CA

Employee Benefits

Provide assistance with wellness budget, wellness awards and possible grant opportunities
Interpret data from vendors to determine risk level of employee population and provide guidance to decrease risk
Coach and assist less tenured client services staff
Establish and preserve a solid business rapport with clients and vendors
Provide administrative support to an assigned block of clients
Maintain information and activities in client management system
Work closely with and instruct carrier representatives to ensure smooth implementation of new plans

Philadelphia, PA

Employee Benefits Analyst

Philadelphia, PA

Upton, Kassulke and Zemlak

Philadelphia, PA

Employee Benefits Analyst

Provide support and assist with administration of benefit plans, including health and insurance plans and international benefits
Assist with annual enrollment projects and processes, including system testing and employee communications
Performs miscellaneous office duties in support of account servicing
Serves as a technical expert, assisting other team members to resolve complex issues
Review and assist with updates and distribution of benefit-related communications and documents
Collaborates with client team to select employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations’
Provide support for wellness program activities and administration

present

Boston, MA

Employee Benefits Account Administrator

Boston, MA

Sporer-Olson

present

Boston, MA

Employee Benefits Account Administrator

present

Assist with new enrollments and terminations as directed by Account Manager
Answer phones, providing information and receiving information to/from clients for Producer/AE
Working knowledge of carrier websites
Assisting with complex administrative tasks and functions
Performs other duties as assigned
Assist in negotiation renewal increases and options
Assists in creating presentation materials for clients

Education Education

Bachelor’s Degree in Business

University of North Texas

Bachelor’s Degree in Business

Skills Skills

Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas
RFP review and preparation
Analysis of utilization reports, carrier reports and claims data and trends
COBRA, HIPAA and coordination of 5500 data
Work closely with and instruct carrier representatives to ensure smooth implementation of new plans
Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings
Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance
Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Barney & Barney professional standards
Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates
Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities

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Manager, Global Employee Benefits Resume Examples & Samples

Monitor benefit performance and identify areas where new/improved benefit plans can improve the quality of existing benefit services, as well as recommending means for improvement
In conjunction with the Director, Global Employee Benefits develops annual operating plan and budget for all Benefit Programs. 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 the impact on HBI and implement initiatives to proactively respond
Assist with management of employee benefit communications and training strategy to include key messages, methodology, collateral materials, briefing sessions, timeline, resources and budgets
Bachelors degree and 5 years experience, or equivalent gained through education and experience, in the disciplines outlined above
Prior international benefits experience with multi-national companies (min 3 years)
HRIS Systems knowledge
Proficient in Microsoft Office (Word, Excel and PowerPoint)
Superior communication skills, project management, vendor management and staff
Bilingual or Multilingual a plus

Executive Director Global Employee Benefits Resume Examples & Samples

10+ years of comprehensive knowledge of employee benefits with significant experience in international benefit plan strategy, design and administration, including technology applications, regulations and compliance
10+ years of management experience in all aspects of health and welfare benefits, including plan design, strategy, administration and compliance
5+ years of demonstrated skills in management of international benefits with strong analytical and problem-solving skills
5+ years of direct experience related to international cultures, foreign currencies, communication with multiple languages and time differences; global logistics; foreign regulatory and compliance laws
5+ years of direct management of staff supporting global benefits, with proven ability to manage, mentor and develop staff
5+ years demonstrated experience in relationship building and service orientation
Ability to use sound judgment in decision making; and have a demonstrated ability to work with all levels of the business and be viewed as a strategic partner and a credible and valuable source of information
Strong organization and time management/project management skills necessary to priority and oversee projects with multiple assignments and deadlines; ability to react quickly in a fast-paced, changing environment
Exceptional communication skills, foreign language skills a plus
Bachelor's Degree in HR Management or Business, or equivalent education and experience
Certification in Global Benefits Management is a plus
Minimum of 10 years related and progressively more responsible benefits experience, with at least 5 years specializing in international benefits in a large, complex organization

Senior Financial Client Manager Employee Benefits Resume Examples & Samples

Designing and managing financial aspects of the placement and service of employee benefits for Willis Clients
Designing and presenting benefit planning strategies, including but not limited to, funding arrangements, plan design, competitive benchmarking, and employee contribution modeling and loss ratio statements
Evaluating, determining and recommending alternative coverage’s, pricing options and plan design changes based on economic analysis of available plan elements consistent with client circumstances and goals
Executing the client financial strategy
Managing communication efforts to clients relative to financial issues
Managing the Renewal/Marketing Process
Developing and cultivating strong carrier relationships to enhance Willis position in the market place
Leading the development of sales materials under direction of producer (RFP and proposal development, presentation, etc.)
State Life and Health license required within 60 days of employment
Medical Underwriting experience is required

Employee Benefits Analyst Resume Examples & Samples

Receive, research, resolve and respond to employee benefits escalations and inquiries
Receive, research, resolve and respond to Human Resource Business Partner's escalations
Analyze and trend escalated issues to give guidance to carriers and vendors regarding service practices
Assist with annual enrollment projects and processes, including system testing and employee communications
Review and assist with updates and distribution of benefit-related communications and documents
Provide support for wellness program activities and administration
Perform periodic premium and policy audits
Support annual benefits audit and compliance processes, including SOX and qualified plan audits
Assist in the implementation of new vendors
Provide support and assist with administration of benefit plans, including health and insurance plans and international benefits
Other projects and tasks, as assigned, including support of retirement plan administration

Employee Benefits Analyst Resume Examples & Samples

5+ years of progressive benefits administration experience
5+ years of knowledge of benefits functional areas, including IRS, ERISA and HIPAA compliance
5+ years of experience related to technical aspects of administration of benefits online, including annual enrollment conducted online
Advanced knowledge of Microsoft Office, with an emphasis on excel
Exceptional customer service skills and follow through
Ability to manage multiple priorities and projects

Senior Client Manager Employee Benefits Resume Examples & Samples

Assist in the development of a suite of wellness solutions for our small, mid and large size clients
Educate local client service teams on the suite of wellness solutions and capabilities available throughout the Company and best in class alternatives
Assist in the design, implementation and ongoing management of wellness programs for clients to include participation in client steering/benefit committee meetings
Provide assistance in analyzing claims utilization data to provide recommendations and guidance to develop effective wellness program strategies
Manage partnerships and relationships with select wellness vendors
Present wellness training sessions for client education
Present wellness seminars for external audiences to promote Willis brand name recognition and help win new business
Participate in sales and marketing efforts to retain existing clients and generate new business, including presenting wellness capabilities at select prospect and client meetings
Attend select Benefits, HR and Wellness conferences
Bachelor’s degree or equivalent work experience required, Insurance degree a plus
Professional designation/certification preferred
Five or more years of insurance industry experience related to servicing wellness or employee benefits clients preferred
Two or more years of experience in the design, delivery and/or support of wellness plans required
Ability to establish priorities, work independently, and proceed with objectives with limited supervision. Familiar with broker environment
Detail oriented, prefer prior implementation/coordination background
Ability to handle and resolve client related issues
Ability to work in a fast-paced environment juggling multiple priorities. (Project Management skills a must)
Sedentary work, requiring exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently
Standard Office environment. Some travel may be required

Employee Benefits Sales Resume Examples & Samples

Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming year
Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates and CBIZ marketing sources
Document activity, notes and prospect data in appropriate CBIZ systems
Develop and present recommendations to clients based upon consultative selling approach
Identify, initiate and support cross serving leads to other CBIZ business developers
Responsible for meeting annual sales goals if applicable to position
Must have and maintain required licenses/credentials
Superior command of verbal, written, presentation and negotiation skills

Global Subcategory Lead Employee Benefits Sourcing Resume Examples & Samples

Strategic Relationship Management – developing and enhancing key stakeholder relationships within and across the Human Resources Function
Category Council oversight
Strategic Supplier Management and participation/support of Citi Partnership Program
10 years progressive strategic sourcing management experience in a global or multi-national organization, ideally in financial services
Knowledge of Employee Benefits and Compensation disciplines, actuarial methods, and regulatory requirements necessary to successfully address strategic and tactical considerations applicable to sourcing products and services required by Human Resources stakeholders and to effectively partner with these stakeholders
Sourcing expertise in Employee Benefits and Compensation categories of spend such as health and welfare benefits, retirement benefits, benefit plan and/or compensation administration, international program services, risk management products and related insurance products and services
Excellent knowledge and understanding of sourcing best practices, market intelligence and process improvement
Fluent English, excellent written and oral communication skills
Expert level analytical skills with the ability to break complex subjects into manageable pieces, analyze business requirements, modeling creative deal structures and target a course of action
Applicable advanced degree or similar professional experience (Human Resources Management, Actuarial Services, Legal/Compliance Services)

Senior Account Manager Employee Benefits Resume Examples & Samples

High School Diploma or GED equivalent required; Bachelor’s degree preferred
3 years industry experience in employee benefits and insurance required
Working knowledge of the Patient Protection and Affordable Care Act
Strong communication skills both oral and written with all levels of an organization, both internally and externally

Manager, Employee Benefits Resume Examples & Samples

Builds market position by locating, developing, negotiating, and closing new business relationships
Obtains quotations from underwriters, compares terms and evaluates the best option based on a full understanding of clients' needs and priorities
Proposal generation and presentation to prospective clients
Closes new business deals by coordinating requirements, developing and negotiating contracts, integrating contract requirements with clients' needs
Provides ongoing client servicing to ensure evolving client needs are met through amendments in contract terms
Supports clients on claims reporting, processing and expediting payment
Ensures all policy documentations are issued accurately and on a timely basis
Maintains client portfolio by negotiating and renewing existing client relationships
IIQE qualified, holder of insurance qualification such as ACII, LOMA, ANZIIF or other related professional is an advantage
Minimum 5 years' relevant working experience in Health and Employee Benefits insurance such as Group Medical, Group Life, Group Personal Accident, Group Travel and MPF in business development and / or client servicing
Excellent customer services, communication, interpersonal and presentation skills
Excellent command of written & spoken English and Chinese (Cantonese and Putonghua)
Excellent computer skills including MS Word, Excel, PowerPoint

Employee Benefits Marketing Specialist Resume Examples & Samples

Communicate with carriers in obtaining accurate quotes
Obtain necessary information from client to market an account renewal
Research, collect, manipulate, interpret and verify data
Prepare and distribute analytical data reports and/or records
Respond to inquiries made regarding analysis and reports
Manage the RFP process and incoming renewals
Spread carrier rates
Prepare presentation packages for producers/consultants
Ability to work with tight deadlines and maintain accurate productivity
HS diploma or GED required; Bachelor’s degree preferred
3 years of relevant experience
Must possess analytical skills and ability to multi-task
Must be able to comprehend, manipulate and interpret statistical data, i.e; possess a strong number aptitude
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology including Word, Excel, Powerpoint

Employee Benefits Sourcing Manager Resume Examples & Samples

Participate in the development of accurate and timely category strategies and plans to deliver supplier cost reduction and avoidance opportunities that align with stakeholder needs, maintaining strong supplier and internal client relationships
Collaborate positively across the ESC and with internal clients to develop and implement sourcing programmes, and build ESC influence in the assigned categories
Contribute to specific category targets/ goals
Experience participating in or managing cross-functional teams, obtaining consensus confidence to engage and influence a diverse stakeholder group
Ability to analyse value at stake then focus and prioritise on the big impact opportunities that deliver savings
Relevant degree qualification
Certified Procurement Professional such as CPM or CIPS is advantageous
Experience in an individual contributor role , with the capability and interest to manage a small team

Account Executive Employee Benefits Resume Examples & Samples

Prepare executive level reports for stewardship, pre-renewal strategies, renewals presentations, placement activity along with analysis
Lead team to provide best in class client deliverables
Ability to establish priorities, work independently, and proceed with objectives with limited supervision

Senior Account Executive Employee Benefits Resume Examples & Samples

Owns the client relationship
Manage basic and complex service issues, employee enrollment meetings and research for team members on client related issues
Accounts include: fully insured and self-insured clients as well as Multi-state and large clients
Computer skills which include proficiency with Microsoft Word, Excel and Power Point, and web-based applications

Client Manager Employee Benefits Resume Examples & Samples

Typically requires 3 or more years of insurance industry experience related to servicing accounts
Knowledge of mathematics including arithmetic
Ability to work in a team setting

Employee Benefits Fee & Commission Analyst Resume Examples & Samples

Assist Client Managers in setting up and properly maintaining clients / policies, and provide periodic training on our systems (Epic). This includes significant interaction with our team in Mumbai, India who provide back office support
Provide monthly Reports to all team members and assist them with identifying potential missing / late commissions. Work with the team to follow up with the appropriate parties on missing commissions to ensure payment. Track overall identified and collected “missing cash”
Communicate with the team in order to update the New Business and Lost Business Reports as needed and ensure that new wins and losses are properly tracked and removed or added from our systems
Ensure that all monthly fee agreements that are renewing get signed and processed, including working with the team to obtain the schedule of policies and / or statements of work
Monitor all open Epic activities and work with the entire HCP team onshore and offshore to get all of their open activities addressed and closed. Ensure that all unidentified cash gets applied properly and all appropriate policies loaded prior to month-end close
Work with the Regional Finance Officer and the National Accounting Center quarterly to ensure that all of our anticipated commission amounts per policy are entered accurately and that we have all anticipated commissions that renewed reported. This includes identifying any lost business that impacts the anticipated revenue amounts as well
Attend the weekly Monthly Billing Report meeting with the financial analysts to update them on any new / lost business or business that may not recur so that they will have the accurate forecast figures to report to the Managing Partner / Upper Management
Work with the Team Leaders to collect any outstanding fee invoices before becoming bad debt and provide Team Leaders with Client Statements / invoice copies as needed
Work with Operations Assistant to address all Variance Report items to identify missing commissions in Epic and respond to all EPC3-Missing Revenue activities
Prepare the monthly HCP forecast taking into account new business, lost business, and one-time revenue items and reporting to Director of Operations and Practice Lead
Work with Director of Operations and Practice Leader on the Market Derived Income agreements with local carriers and track these to ensure that we get paid for these agreements annually
Provide any ad-hoc reporting requests and analysis as needed
Bachelor's degree or equivalent work experience; finance, accounting or business majors preferred
1 to 3 years professional experience required, preferably with an insurance institution or in the employee benefits industry
Commissions department experience preferred
Effective verbal and written communication skills, time management and prioritization skills, and able to work well under pressure to meet month-end deadlines
Able to learn tasks quickly, and show a commitment to build new skills as needed
Excellent working knowledge of Microsoft Word, Excel, PowerPoint and other computer systems
Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment

Employee Benefits Senior Financial Client Manager Resume Examples & Samples

Minimum of 7 years of experience of insurance industry or comparable experience
5 or more years of analytical work related to employee benefit programs preferred
Professional designation/certification a plus (RHU, CLU, CPA, FSA, ASA, EA, CEBS)
Strong analytical, math and problem solving skills
Ability to influence and negotiate

Employee Benefits Service Team Leader Resume Examples & Samples

Bachelor’s degree and 5+ years Insurance industry experience related to servicing middle market and large, complex Employee Benefits accounts ideally within a brokerage environment
Life & Health Insurance license required within 60 days of employment
Excellent verbal and written communications skills including presentation skills

Senior Account Manager, Employee Benefits Resume Examples & Samples

Promoting growth of existing book of business while maximizing client retention
Ability to evaluate complex employee benefit programs, diagnose potential problems and identify opportunities for Company products, services and/or solutions, communicating solutions to complex challenges to clients in a manner that can be easily understood and assessed by decision makers
Ability to make clear, logical decisions based on facts, taking into consideration the big picture, long and short term effects, and exercising sound judgment when handling complaints, confidential and sensitive issues
Bachelor’s degree strongly preferred, or combination of applicable experience and education
Minimum seven (7) years experience working for a benefits broker or insurance carrier in an Account Management, Sales or Corporate Benefit Administration role
Active Life Agent License is required or must be obtained within three (3) months from hire date
Requires mobility and physical activity: Having an adequate range of body motion and mobility to work in an office environment including standing and walking, sitting for extended periods of time, bending, twisting, reaching, balancing, occasional lifting and carrying of up to 30 pounds
Use of computer and telephone systems is required which includes coordination of eye and hand, and fine manipulation by the hands (typing, writing, and working with files)
Requires talking: Expressing or exchanging ideas by means of the spoken work. Talking is required to impart oral information to employees, clients, and the public, and in those activities in which the employee is required to convey detailed or importan... -->

Manager, Employee Benefits Resume Examples & Samples

Recommends and manages the development and delivery of comprehensive, cost-efficient, and effective benefit plan designs for the company
Creates and delivers benefit plan teams, processes, and methods that support the deployment of HR benefit policies, programs, and tools for the effective management and delivery of employee benefits to the company
Ensures that the benefits teams meet their annual and multiyear objectives for process improvements, deployment of programs, tools, and the delivery of new benefits and employee services
Ensures that the design and execution of Human Resource benefits and plans for changes in benefit functions are adequately researched, tested, and assessed for successful delivery and adoption in the company
Manages the benefits team, including hiring, managing performance and making disciplinary/termination decisions, as well as assisting with day-to-day activities and assignments, such as analyzing information to prepare forecasts, determine needs, and/or make recommendations; ensuring the availability and adequacy of supplies and technical resources; maintaining documentation; and responding to escalated internal/external service issues

Employee Benefits Project Manager Resume Examples & Samples

Creation of due diligence report using M&A Group standard format
Management of all aspects of employee benefits due diligence with support from Project Associate
Detailed analysis and commentary on employee benefit programs of target acquisitions, focusing on
BS/BA Degree required
Seven or more years of employee benefit brokerage experience
Three to five years of insurance industry experience related to servicing mid-size accounts
Experience in M&A / private equity is a plus, but not required
Comprehensive knowledge of insurance products and concepts, specifically include the following

Employee Benefits & Executive Comp Associate Resume Examples & Samples

JD from a top law school with strong academics and excellent writing skills
PA Bar required; NJ Bar preferred
At least 3 years at a law firm practicing in employee benefits and executive compensation

Manager, Employee Benefits Contracts Resume Examples & Samples

Liaise with Global Benefits process owners to understand business needs, and advise process owners as needed on internal requirements (such as information security reviews)
Participate in planning meetings (as needed) to remain up-to-date on upcoming projects
Create and maintain annual contract calendar
Liaise with Global Benefits leadership team to create and maintain contract priority list and lead weekly team update
Participate in discussions with Global Benefits process owners and third-party vendors (where third parties are negotiating and structuring deals) to ensure a thorough understanding of business terms
In concert with Global Benefits process owners and procurement, directly negotiate commercial terms (including pricing) as needed
Manage cross-functional teams (legal, finance, procurement, information security, risk management, and others as needed) to ensure that all contract documents (including statements of work) meet necessary requirements
Provide applicable contract templates to vendors
Perform initial review of vendor redlines and note key points for review by the team
Ensure that team members receive vendor changes on a timely basis
Follow up with team members to ensure timely review of changes, and to ensure that team discussions occur on a timely basis
Schedule vendor meetings as needed
Draft, edit, and finalize deal memo documents for procurement EVP (coordinating with Procurement as needed)
Manage Contract Approval Form (CAF) process
Manage contract amendments and terminations as needed
Manage transition of international contracts to Global Benefits
Create annual contract calendar
In concert with Global Benefits process owners and internal stakeholders, determine necessary contract renewals, redrafts, and other updates as needed
Manage cross-functional team (including international privacy counsel and other non-US based counsel, as needed) to ensure that all contracts (including statements of work) meet business and other internal requirements
Manage 'old' contract review process
Perform inventory of existing contracts
Determine contracts that do not meet current business and/or other internal requirements
Work with vendors, Global Benefits process owners, and internal stakeholders to renegotiate and update contracts as needed
Work with Cable Finance to produce and update annual contract commitment document
Liaise with legal to ensure Non-Disclosure Agreements are in place where needed, and meet internal requirements
Liaise with information security partners to perform vendor information security reviews as needed
Assist with merger and acquisition activity (M&A) as needed, including execution of supplemental contracts and statements of work
Bachelor's Degree or Equivalent
5+ years of experience in Contract Administration with large employer
BA/BS with an emphasis in Human Resources Management, Business Management
CEBS certification preferred
HR certification (PHR, SPHR, SHRM-CP, SHRM-SCP) preferred
Knowledge of ERISA, HIPAA, health care compliance, and Affordable Care Act
Knowledge of federal tax issues affecting employee benefits
Experience with compliance issues, laws, and regulations regarding qualified employee benefit plans
Excellent research, written and oral communication skills, including ability to communicate complex issues clearly
Ability to make decisions or recommendations in areas of legal complexity or uncertainty
Proven organizational and prioritization skills
Ability to work independently, delegate, and multitask
Local travel may be required

Manager of Employee Benefits & Mobility Resume Examples & Samples

Responsible for ensuring the benefits are in compliance at federal, state and local levels
Partner with the Director of Compensation and Benefits to evaluate, measures and benchmark plans using key benefit metrics to ensure competitive, cost effective programs
Responsible for managing all aspects of the workers’ compensation acting as the liaison between the employee, WC provider and the business
Responsible for Benefits HR IS to ensure eligibility files are sent timely and accurately
Work with brokers and third party solution providers, providing reports, analysis, etc., as requested
Responsible for managing the ancillary benefit programs
Manage the Defined Contribution Program. This includes: eligibility, participant education, employee and employer contributions, employee loans and required government filing
Partner in the development and implementation of new health and wellness initiatives in partnership with the business to build a culture of wellness, enforcing healthy behaviours and optimize healthcare costs
Bachelors or Bachelor’s Degree, or equivalent
Demonstrates sound working knowledge of applicable benefit regulations and human resource practices
Able to communicate effectively both in written and verbal formats in one-on-one, small, and large group situations, at all levels of the organization
Ability to differentiate the symptom from the cause – helps others do the same; recognizes and confronts issues early on
Ability to work in a matrixed organizational structure, with strong relationships among all levels of management & staff
Ability to effectively establish priorities and act with minimal supervision

Employee Benefits & Mobility Manager Resume Examples & Samples

Manage the implementation, and administration of the company’s benefit programs
Assist with the development of benefit communication material, including open enrolment and new hire guides, and Summary Plan Descriptions
Responsible for Leave Management ensuring all leaves is compliant and employees are provided all leave requirements and responsibilities
Manage and implement the employee on-boarding. This includes all communication and education
Manage the mobility programs for employees relocating, global and domestic
Partner with US and Canadian HR business partners to advise and provide direction on employee benefits and mobility
5 to 7+ year related experience or training
Has a proven track record of working independently and using sound judgement on HR and business issues, especially those involving complexity and ambiguity. Ability to facilitate team meetings
Uses personal computer and software skills (including email, word processing, spreadsheet, database, and presentation software programs) combined with business acumen to conduct in-depth research, analyze data, and prepare recommendations based on the results

Director Employee Benefits, Virtual Sales Resume Examples & Samples

Establish and successfully execute a business plan with Territory Vice President (TVP) toward a common goal of increasing company’s share of voluntary benefits in the market and enhancing the visibility of Transamerica’s voluntary products
Provide strategic and operational direction to the organization’s internal sales team to maximize the sales goals of voluntary benefits and meet corporate objectives
Provide leadership, coaching, direction and education to the internal sales team in order to productively work together to effectively provide sales and service to producers, brokers, enrollment technology companies and benefit communication firms within a defined territory
Effectively communicate with Sr. Vice Presidents, Territory & Regional Vice Presidents and internal operational partners in regard to sales and service issues (e.g. grant and communicate exceptions, facilitate and communicate procedural changes, etc.)
Launch processes, tactics and campaigns necessary to accelerate producer and client acquisition
Effectively guide sales team in use of Salesforce system while creating and reporting on metrics to improve sales and performance
Hire, manage, motivate and retain an internal sales team creating a repeatable, predictable sales process while promoting and sustaining a positive and respectful work environment
Partner with Training to assist in developing an ongoing training and professional development program within the internal sales team that reflects business needs and company culture
Bachelors degree in a business-related field
Five years experience in insurance sales with demonstrated sales success
Insurance sales supervisory experience
Verbal/written communication and presentation skills
Demonstrated sales success in Employee Benefits
Experience using Excel (expert), PowerPoint (expert), HubSpot/Marketo/Pardot (Intermediate) or like systems, Adobe Suite, SalesForce (Intermediate) and CMS platforms

Employee Benefits Sourcing Manager Resume Examples & Samples

Experience in sourcing in related categories is an advantage
Ability prioritize on the big impact opportunities that deliver savings
Fluent English knowledge

Employee Benefits Service Team Leader Resume Examples & Samples

Monitoring business unit performance and taking action to correct substandard performance with emphasis on quality, client satisfaction and efficiency
Overseeing new and renewal business workflow requirements and deliverables
Overseeing service to Clients including problem resolution, claims inquiries and billing
Team hiring, supervision, training, coaching/counseling and performance evaluation

Manager Global Employee Benefits Resume Examples & Samples

Administer benefit programs to include: health, welfare and retirement programs (both defined benefit and defined contribution)
Ensure all programs are progressive, competitive, cost effective, high quality, equitable and flexible. Conduct ongoing analysis to ensure plans are cost effective and competitive. Provides detailed financial analysis, reviews and reporting on all benefit plans
Assist with vendor selection, renewals and implementations
Manage administrative and service vendors including contract renewals and compliance, issues management, communications frequency, schedule and approach. Assist in resolution of escalated benefit issues
Oversee annual domestic enrollment project plan including milestones, tasks, timeline and resources. Assists with global enrollments as necessary
Three years minimum prior international benefits experience with multi-national companies
Superior communication skills, project management, vendor management and staff management experience
Detail oriented self-starter with excellent communication/organizational skills
Ability to initiate and handle multiple priority projects concurrently
May be required to travel both domestically and internationally
Bilingual or Multilingual a Plus
CEBS Preferred
PHR/SPHR Preferred

Employee Benefits Sales Consultant Resume Examples & Samples

Appropriately close new business, documenting won/lost opportunities and reasons for all clients
Serve as client’s valued advisor, building a strategic and personal relationship with key client decision makers
Assist Sales Manager in the mentoring and development of other producers

Employee Benefits Consulting Manager Resume Examples & Samples

Coordinate and manage Form 5500 Engagement and Client Management, preparation, and filing
Manage engagements as directed, research, and consult on technical issues specific to employee benefits and prepare related written communications and filings
Perform non-discrimination testing
Prepare voluntary compliance plan filings
Work with our Employee Benefit Plan Audit Team on plan audit and address compliance issues and concerns
Assist with business development in responding to RFPs, prospect calls, and similar activities
Manage benefits engagements utilizing staff and senior resources to maintain leverage and provide best-in-class service to clients
Manage and assist with performing benefits vendor searches
Assist our clients with compliance and reporting under the Affordable Care Act
Manage reviews or internal audits on employee benefit programs for compliance and/or cost reductions
Manage and participate in human resources due diligence projects
Write/publish articles related to employee benefits topics
Perform employee benefit compliance tax research
Draft client memorandum/reports documenting findings
Facilitate and participate in firm-wide training and communications relating to compensation and benefits consulting matters
Monitor technical developments and write articles for publication in the firm's "Hot Topics" newsletter
Work closely with partners, managers, and staff in an integrated approach to client service and new business development
Bachelor's degree in a related discipline such as Business, Math, Economics, Accounting, Finance, and Statistics. Graduate degree, JD, or CPA preferred
5-8 years of experience working with employee benefit plans in a consulting or third party administrator environment
Desire to be in an environment that embraces continuous learning and professional growth
Superior analytical, technical, business writing, and oral communications skills
Demonstrated leadership capabilities
Demonstrated project management capabilities
Demonstrated collaborative team capabilities
Ability to manage competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment
Computer expertise including knowledge of tax software and technology (Microsoft Office Suite)
Experience in conducting benchmarking studies, analysing results and trends, and summarizing findings

Deloitte Total Reward & Benefits Employee Benefits Resume Examples & Samples

Be self-motivated and comfortable in a fast-moving environment
Have good presence and strong communication skills
Be able to work within a team and manage client relationships (both internal and external); and
Have solid technical skills and a focused commercial attitude
Be willing to engage in internal and external marketing of the employee benefits team

Employee Benefits Senior Analyst Resume Examples & Samples

Utilize project management and effective communication skills to: establish project plan requirements, including timelines and open items; build and sustain relationships to ensure excellent service; facilitate contact with clients, consultants, and additional small-market operations to ensure project plan tasks are resolved, timelines are maintained and open items are resolved; gather business/system needs of the clients, carriers and vendors; translate them into effective requirements documentation; effectively communicate system and procedural requirements to clients, carriers and vendors; facilitate discussion and recommendations for alternative solutions when necessary; configure eElect and Auto-Bene; define testing matrix and analyze system configuration against requirement documents during implementation and administration
Be responsible for ongoing management of complex, significant and/or high profile clients within the small-market operations, specifically: managing client processes; acting as subject matter expert and system resource; being a key resource for day-to-day issues; reviewing and identifying areas for continued improvement and opportunities to offshore routine processes; investigating technical and business issues reported by clients and recommend optimal solutions
Be responsible for mentoring Client Service Analysts (Levels 1 & 2) in procedures, standards and operations, including: mentoring Client Service Analysts in process (new client implementations, successive benefits renewals and ongoing client management) and technical issues; conducting testing and provides peer review for colleagues
Participate on project teams and make recommendations involving process improvement or other initiatives (system enhancements and rollouts) that accommodate ongoing industry changes, and ad hoc business needs

Employee Benefits & Programs Lead Resume Examples & Samples

Act as subject matter expert on all health and welfare benefits needs across the organization, driving benefits strategy
Oversee annual enrollment process from planning to managing employee communications, presenting benefits plans to all employees
Oversee implementation of new benefit programs and suggest changes to current programs
Work with vendors and brokers to ensure the best plans for employees, holding external partners accountable through scorecards
Work with benefit advisors to analyze plan utilization and bench-marking data to propose enhancements to benefit offerings
Manage vendor relationships with insurance carriers, 401(k) plan administrators, consultants and other service providers
Monitor the legal and regulatory environment as it impacts benefit plans and make recommendations for changes as appropriate
Manage disability, FMLA and leave policies
Manage benefit plan renewals
Regulatory compliance and reporting including annual IRS Form 5500 for group welfare and 401(k) plans
Ensure reconciliation amongst benefit system, payroll and vendors

Supervisor Employee Benefits Account Management Team Resume Examples & Samples

Independently verify that our client service model is consistently being delivered. Identify opportunities for improvement for the client experience and the effectiveness of the account manager team. Lead the change management process to ensure a new process is engrained in our service model
Maintain an assigned book of business
Promote both personal and professional development with each Account Manager through our leadership development programs that builds an individual’s strengths in order to create additional and future leaders from with the organization. Will need to travel between our Madison and Waukesha locations as needed
Minimum of 4+ years of Insurance Industry and/or Benefits experience which could be achieved through any of the following: insurance agency or insurance carrier experience, or HR Benefits role. Ancillary experience also accepted
Prior experience working with Group Employee Benefits is highly desired. Prior experience leading others is also preferred

Employee Benefits Resume Examples & Samples

Drafting, reviewing, and counseling relating to health and welfare plans
Experience with executive compensation, incentive arrangements, tax-qualified retirement plans, and employee qualified retirement plans is preferred
At least two years of large law firm experience
Excellent academics and legal research, writing, and analytical skills
LLM in Tax, specializing in the area of employee benefits, is a plus but not required
Must be a member of the Georgia Bar or willing to sit for the next exam
Thorough understanding and working knowledge of Internal Revenue Code, ERISA, Affordable Care Act, HIPAA, COBRA, Mental Health Parity Act, and other federal laws impacting group health plans is required

Regional Head of Employee Benefits Technical Resume Examples & Samples

The Employee Benefits represents significant Line of Business for AXA in Asia in terms of strategic focus & to ensure sustainable growth
The candidate will be responsible for strategically building, strengthening & monitoring technical competencies across Group life and health pricing & underwriting function while working extensively with teams (Data, Underwriting and Actuarial) at the regional and entity level
The candidate will also be responsible for implementing strategic region wide portfolio monitoring tools to manage growth-profitability trade off
Review and govern underwriting & pricing maturity and discipline
Review and assess current pricing maturity model across key entities (people, processes, platforms, techniques)
Propose a plan to Increase pricing maturity & lead the transition to the next stage of AXA’s Pricing Maturity Model across Asia
Collaborate with Group entities to introduce/standardize/update Group Health Pricing tools across the region
Strategically steer & control the portfolio across the region via regular portfolio experience reviews. Develop the process/framework to ensure regular IBNR & Medical trend reviews are conducted across the entities
Monitor and review the Group Life and Health underwriting practices of the entities. Periodically update and rollout Group Health Underwriting guidelines. Create underwriting practices which demonstrate improved risk selection
Rollout portfolio monitoring tools
Guide the teams to establish detailed Health business performance analytics. Stay abreast of all profitability trends (and their drivers) in the Group Health LOB, and give periodic analysis of the same to Senior Management
Reinforce → Standardize → Streamline the underwriting referral process linked to Delegated Authority (DA) levels. In line with DA, provide pricing/risk management recommendations for non-standard cases or large corporate cases (>0.5M Euros)
Develop the process to review/standardize/update Group Health policy T&C across entities to ensure ease of understanding & claims administration
Supervise the Group Product Approval Process (PAP) to perform and facilitate reviews of new group products, product changes and performance of existing products in compliance with the regional product guidelines
Oversee periodic market analysis to ensure current Group Health propositions are in line with the market. Support teams in terms of product innovations & conducting new product feasibility study
Build a regional Group Health product repository to facilitate knowledge/ideas sharing across entities, including development of tools/processes
Create, implement and manage an effective Regional strategy on SME focusing on Product design, Pricing & portfolio management
Offer business planning support (budget, forecasts, strategy plan) to entities
Work closely with Training & Development to create training content for Underwrites/actuaries. Organize annual training workshops for the entities
Review expense allocation framework for Health to ensure accurate CoR reporting
Ensure that relevant risk management information is regularly obtained from regional countries to support regional decision-making and then transmitted through to the AXA Group, as required
Review reinsurance arrangement to achieve optimized product proposition and profitability outcome; and contribute to arrangements with Health service and process providers
Minimum 10 years of relevant experience in Group Life and Health insurance Underwriting, Pricing & Predictive (GLM) Modeling. Experience in SEA markets is not a must but preferred
Good technical foundation, with excellent working knowledge of underwriting & actuarial techniques, issues and application to product pricing and experience review. Fellow Actuary is not a must but actuarial qualification from a recognized institute is preferred
Strong expertise in MS Office especially in Excel/Word/VBA and SAS, EMBLEM, SQL
Strong working knowledge of insurance product development process, including marketing, operation, distribution and systems considerations
Proven managerial skills, ability to translate business strategies into clear objectives
Excellent influencing, negotiating skills and communication capability, including ability to interact and partner with regional and local teams to achieve objective
Detail-minded with strong data and analytical skills
Proficiency in managing/ reporting portfolio performance, risk analysis, etc
Demonstrate an ability to drive change
Strong Business acumen and understanding of the entire Health insurance value chain
Ability to present and communicate at a senior (C-Suite) level

Employee Benefits Customer Service Resume Examples & Samples

Operate as the lead benefit educators and point of contact specific to AXA’s Employee Benefits customer’s
Contribute to definition of processes and documentation of written procedures
Meet service level agreements and support reporting on key performance metrics
Demonstrate expertise leveraging technology tools and platforms to conduct day to day job responsibilities
Three years of proven Customer Service/Relationship Management in Employee Benefits with familiarity of the following products – Life/AD&D, Dental, Vision, Short and Long Term Disability
Life and Health Insurance License
Proven ability to manage multiple projects at a time while paying strict attention to detail to ensure timely customer resolution
Excellent listening and presentation skills
Spanish speaking candidates a plus
Candidate must possess a Customer centric mindset
Demonstrate proficiency with leveraging technology to optimize Customer Service capabilities
Candidate must have experience with Enrollment platforms, Bswift platform a plus
Ability to operate in a challenging and fast-paced team environment
Possess a high level of reliability, responsibility and organization

Regional Manager Employee Benefits Resume Examples & Samples

Manage a team of consulting and support staff to ensure effective delivery of service to Absa Consultants and Actuaries' clients
Develop a high performance team by embedding formal performance development and informal coaching. Encourage frequent knowledge sharing between team members
Establish and maintain succession planning for the team
When required, initiate disciplinary processes
Address poor performance of any team member through the formal Performance Accelerator programme
Build and maintain good professional relationships with major clients so as to remain abreast of their needs and issues
Provide clients with the appropriate employee benefits, group risk benefits and investment advice
Keep abreast of the latest Employee Benefits' developments, trends and statutory changes
Manage the prompt handling of all queries, requests or requirements from internal stakeholders and external stakeholders
Project manage all non-consulting services provided to the client by ACA
Maintain the primary responsibility for consulting client service
Seek new business opportunities through any existing relationships
Retain clients and strengthen client relationships through excellent service
Supervise the timeous and correct preparation of agendas for client meetings by own team in accordance with the client's specific needs or alternatively ACA's best practise
Provide guidance to team in preparing agendas and monitor delivery thereof
Attend client meetings with team members to discuss the agenda and provide advice
Monitor the action of matters arising from the minutes allocated to consultants
Monitor, implement and maintain fund and rule amendments as prescribed in the relevant legislation
Be responsible for project management within own client portfolio of financial statements and valuation reports
Review financial statements and valuation reports for correctness and to assist with the identification of any potential queries prior to distribution to Board of Trustees
Maintain overall knowledge of the fund's activities
Monitor the income received and profitability per client and across the portfolio to ensure appropriate recompense for work undertaken
Prepare budgets and reports relating to your portfolio and team in accordance with the business' requirements
Create and maintain functional relationship and alliances, both internal and external to ensure business continuation
Consistently comply with procedures and process implemented to comply with Absa Group and Absa Consultants and Actuaries policies
Adhere to all legislation and compliance
Make consultants aware of all changes to policies, processes and procedures
Financial statement for retirement funds
Financial calculations
Income Tax Act knowledge
PFA Knowledge
FAIS knowledge
Ability to interact at all levels
Knowledge of employee benefits products
Ability to influence and persuade

Field Service Consultant Employee Benefits Resume Examples & Samples

Develop and maintain excellent working relationship with the internal teams (Sales Executive, Underwriting, Operations) as well as with the external stakeholders (brokers and clients)
Meet business growth targets and annual retention targets through cross & up selling, and customer loyalty goals through Customer satisfaction surveys
Together with the Sales Person review request for proposal and obtain any additional information that is needed from the broker and discuss with them the appropriate plans to fit the client’s requests and generate accurate proposals
During implementation the field service consultant needs to understand the sold case parameters up front so they can lead the implementation. Stays informed throughout the implementation so there is a smooth transition to the customer service team after implementation
Meet time/quality metrics around the proposal and case implementation process
Perform general office duties and meet with brokerage community as needed
Demonstrate along the process proactive behavior and exercise initiative in solving problems
Evaluate activity with Sales Executives to identify hot prospects and target call activity
Lead renewal strategy for each client and partner
Understand AXA’s business processes, including underwriting guidelines, products and claims processing and work closely together with all stakeholders
Drives favorable outcomes for clients, brokers, and others through effective internal partnering with IT/Operations and Product Development/Underwriting, along with outsourced partners

Account Service Consultant Employee Benefits Resume Examples & Samples

Develop and maintain excellent working relationship with brokers/AXA Advisors and customers
Meet business growth targets and annual retention targets through cross & up selling, and customer loyalty goals through Customer satisfaction surveys with brokers and Benefit Administrators (BA)
During implementation the account service consultant needs to understand the sold case parameters up front so they can lead the implementation. Stays informed throughout the implementation so there is a smooth transition to the customer service team after implementation
Once notification of sale is received from broker/sales executive, conduct expectation call with broker/customer, and prepare and send all case essentials to the broker/customer
Ensure always having high quality of data in Salesforce (CRM) and logging activity on a regular basis
Responds to caller inquiries regarding company products, plan design, rates, procedures, and underwriting rules. Facilitate warm transfer of service issues to the appropriate service teams
Contribute to the delivery of timely sales-oriented support services, as requested by sales executives, account service consultants, and enrollment services management
Support renewal strategy for each client and partner with the broker/AXA Advisor and Benefit Administrator (BA)
Understand AXA’s business processes, including underwriting guidelines, products and claims processing and work closely together with the TPAs
Drives favorable outcomes for clients, brokers, AXA Advisors, and others through effective internal partnering with IT/Operations and Product Development/Underwriting, along with outsourced TPA’s
Responsible for trainings on new technologies and moderate trouble shooting of system issues. Strong technological skills required
Spanish speaking is a plus

Administrator Employee Benefits Resume Examples & Samples

Employee Benefits Experience
MS Office knowledge
A clear criminal record
Online Assessments: We'll then ask you to complete online assessments if you have passed our minimum screening criteria. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles

Employee Benefits Account Management Resume Examples & Samples

Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas
COBRA, HIPAA and coordination of 5500 data
Work closely with and instruct carrier representatives to ensure smooth implementation of new plans
Ensure required plan information and materials are sent to the client in a timely manner
Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings
Explain client needs and concerns focusing on how various plan designs and recommendations address those issues
Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates
Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities
Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems
Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 years experience providing group health and benefits sales or service while at a brokerage or carrier
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements

Account Manager, Employee Benefits Resume Examples & Samples

Must be extremely organized with exceptionally good math, written and oral communication, as well as technical skills, and be able to present well in front of a prospect or client,
High School diploma, college degree preferred
3-5 years’ experience in the Employee Benefits Insurance Industry
State appropriate Life / Health License required
Must be proficient with Microsoft Office, knowledge of Benefit Point and ImageRight a plus

Account Specialist, Employee Benefits Resume Examples & Samples

Knowledgeable in all aspects of Employee Benefits
Work closely within the structured Team assigned to accounts to: Gather, review and evaluate benefit plans, financial data and funding arrangements; Prepare renewal timeline; renewal specifications; and prepare proposals
Preparation of Request for Proposals for clients by organizing current data into an appropriate summary with assistance from Benefit Specialists and Client Services/Wellness Coordinator. Market lines of coverage to appropriate carriers based on dynamics and demographics of the group; follow through for renewals from carriers
Ability to read and summarize incoming proposals
Prepare proposal based upon set strategy for the Team
Able to work within our Agency Management System following all workflows and procedures while also handling all processes within MMA’s procedural guidelines as designed by management with precision accuracy; enter information as appropriate into BenefitPoint and attach all necessary documents in Agency fling system, Image Right
Able to communicate with carriers effectively in the collecting of information required for policy renewals, prospects, and new business. Meet with carriers to understand lines of coverage and changes in product lines
Coordinate within team the analyzation of monthly claim reports and monitoring of specific stop loss claims to ensure accurate reporting
Maintain high level of confidentiality, and adheres to all policies and procedures
Must be extremely organized with exceptional written and oral communication, good math skills, and have technical knowledge of the Employee Benefits Insurance industry
3 to 5 years of Employee Benefits insurance brokerage/consulting experience preferred
Must possess exceptional computer, communication, analytical and comprehension skills. Proficient with Microsoft Office (Word, Excel, and PowerPoint) and Web based data systems
Must understand the terminology within the Employee Benefits Insurance coverage
High School diploma; college degree preferred
Working knowledge of Benefit Point & Image Right a plus
State appropriate Life / Health License preferred

Employee Benefits Resume Examples & Samples

Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas
RFP review and preparation
Analysis of utilization reports, carrier reports and claims data and trends
COBRA, HIPAA and coordination of 5500 data
Work closely with and instruct carrier representatives to ensure smooth implementation of new plans
Ensure required plan information and materials are sent to the client in a timely manner
Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings
Explain client needs and concerns focusing on how various plan designs and recommendations address those issues
Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance
Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Barney & Barney professional standards
Develop analytical, customer service and communication skills needed to perform as a Client Executive Service
Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates
Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns
Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities
Conduct employee open enrollment meetings to communicate benefit options
Respond to and resolve routine issues the client may encounter regarding receipt of benefit services and coverage questions
Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems
Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 years experience providing group health and benefits sales or service while at a brokerage or carrier
Bachelor degree strongly preferred
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements
Maintain a valid driver’s license and dependable transportation
Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas

Project Associate, M&A Employee Benefits Resume Examples & Samples

Process new project information at point of engagement
Lead the data gathering process and engage with private equity firm and target acquisition HR and Finance teams
Scan virtual data rooms to gather employee benefits data
Interface daily with Project Managers to discuss workflows and project status
Assist the Project Managers in analysis of plans and development of cost savings strategies
Create invoices and project billing
Maintain project records and produce dashboard reports for Director
State Life and Health license
One to four years of insurance industry experience related to servicing accounts
At least one year of employee benefit brokerage experience preferred
M&A experience preferred, but not required
Intermediate knowledge of insurance products and concepts, specifically include the following

Manager, Employee Benefits Resume Examples & Samples

Perform all duties and responsibilities with a friendly sense of urgency in support of our corporate objectives, including: "If you are not serving the Guest, serve someone who is."
Partner with key stakeholders and vendors to conduct annual competitive analysis and benefits cost analysis. Develop census data for insurance companies/third party administrator quotations. Evaluate quotes and analyze proposed solutions. Recommend plan design, eligibility and cost structure for new or modified Health and Welfare plans
Establish and manage effective broker and vendor partnerships; oversee RFPs, contract renewals, rate negotiations and plan design
Install approved new health and welfare plans and changes by leading Workday enrollment system set-up
Administer employee benefits programs and identify and implement process efficiencies
Identify effective wellness strategies and consumer education solutions
Manage all benefit programs for Canada. Maintain knowledge of legislative changes in Canada and partner with broker to proactively manage plan compliance
Participate in area and industry surveys. Analyze results and develop recommendations
Oversee all compliance and audit filings and functions. Audit benefit plans for compliance with government regulations. Review and update H&W Summary Plan Descriptions (SPDs) with any plan design changes and legal compliance updates
Prepare, execute and distribute, with legal consultation, benefit documentation such as original and amended plan documents, benefit agreements and insurance policies. Instruct insurance carriers, trustees, and other administrative agencies outside the company to effect changes in benefit program. Ensure prompt and accurate compliance with all employee communication required by law
Ensure company compliance with provisions of Employee Retirement Income Security Act. Supervise preparation of reports and applications required by law to be filed with federal and state agencies,
Reviews and analyzes changes to state and federal laws pertaining to benefits. Coordinates company benefits, with government sponsored programs
Attract, retain and develop team members to drive high performance and service excellence
Oversee all benefits enrollment records, medical records and plan documents as required for compliance
Bachelor’s degree in Human Resources Management or related field, or equivalent experience, demonstrating solid business and financial acumen
Certified Benefits Professional (CBP) or Certified Employee Benefits Specialist (CEBS) preferred
A minimum of 5-7 years of experience in managing strategic benefit planning & design, plan administration, retirement plan design, strategic communications, regulatory compliance and service partner relationships
Experience in managing North American benefit programs in a geographically dispersed restaurant, retail or services organization with U.S. and international operations
A minimum of 5 years of team-building and staff leadership experience
Demonstrated knowledge of federal and state laws relating to benefits plans including ERISA, HIPAA, COBRA, Section 125, FMLA, and ACA. Familiarity with Canadian federal and provincial statutory benefits and supplemental employee benefit plans
Strong analytical skills – must be able to work with complex benefits cost analysis and reporting
Demonstrated knowledge and experience with HRIS systems and benefits enrollment systems (Workday Human Capital Management System experience a plus)
Proficiency with MS Outlook, Word and PowerPoint; Advanced Microsoft Excel skills

Employee Benefits Marketing Specialist Resume Examples & Samples

Working collaboratively with Consultants and Account Managers to effectively manage marketing & proposal process
Marketing new and renewal business to insurance carriers
Creating proposal materials for presentation to client
Generating quotes on-line where applicable
Developing professional relationship with Carrier representatives
Maintaining internal and external confidentiality of sensitive agency, client, employee and enrollee information
Maintaining and promoting compliance with agency policies and procedures
Recognizing and meeting critical deadlines
Performing other duties as assigned
Ability to work effectively in a deadline-driven environment
Extensive knowledge of Word and Excel
Ability to prioritize and work on multiple tasks in a fast paced environment
Ability to consistently process increasing volumes of accurate transactions
Well organized, self-motivated and able to work independently. Must also be able to interact effectively with others at all levels both within and outside the agency
High ethical standards and the desire to maintain agency confidentiality
Strong, cross-functional team player that works within, and in support of, a team environment where exceeding client expectations is a priority
Demonstrated automation and computer skills in a networked Windows environment

Employee Benefits Analyst Resume Examples & Samples

Gathers information and provides analysis and recommendations to client’s existing coverage
Analyzes market proposals for verification of benefits, premium and competitiveness
Negotiates with incumbent and bidding carriers to ensure most competitive rates and products for clients and prospective clients
Serves as a technical expert, assisting other team members to resolve complex issues
Engages in optimal and appropriate usage of applicable agency management systems

Employee Benefits Customer Service Resume Examples & Samples

Customer inquiries related to product, coverage and administration guidelines
Group eligibility administration - additions, changes, terminations
Employer billing inquiries related to invoice administration, reconciliation and website support
Ad hoc technology support and training for Brokers, Employers and Employees related to AXA’s EB360 website and enrollment platform (bswift)
Designated Employer relationship manager and point of contact for administrative support and escalations
Candidate must possess a Life & Health license
Candidate must have a minimum of 3 years’ experience in the Group Benefits space with familiarity of the following products - Life/AD&D, Dental, Vision, Short & Long Term Disability, Critical Illness, Hospital-Plus and Deductible Insurance
Candidate must have Customer Service and Relationship Management experience with demonstrated proficiency in responding to customer requests, problem solving, processing administrative transactions and case management
Candidate must have experience with Enrollment platforms, bswift platform a plus
Demonstrates proficiency with leveraging technology to optimize Customer Service capabilities

AVP Employee Benefits Sales Resume Examples & Samples

Develop and maintain relationships with large brokerage, consulting and enrollment firms within an assigned territory; manage cases over 1,500 lives
Develop technology and enrollment strategies, product placement and enrollment conditions
Work with emerging markets, vertical markets, wholesale markets and e-Commerce teams to generate additional sales
Transition new accounts; provide oversight to account management team and maintain accountability for post-sale service and client/broker relationships
Partner with internal account management, marketing, product, operations and actuarial teams to provide client deliverables
Develop and implement a strategic sales plan to generate new sales and relationship opportunities
Track sales activities
Five years of experience selling employee benefits in the health brokerage marketplace
Thorough knowledge of the employee benefits marketplace
Life/health license
Advanced sales skills
Excellent written/verbal communication and public speaking skills
Self-motivated and innovative thinker
Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)

Employee Benefits Analyst, Specialized Resume Examples & Samples

Research topics of interest and current trends within the life, disability and absence management space
Manage and update internal database
Research and report legislative activity pertaining to practice activities
Compile and maintain current client benchmarks for various employer products and programs
Assist senior associates with a wide range of client projects and initiatives
Develop creative ways to improve client deliverables through the use of Microsoft Office and other presentation platforms
Create client-ready presentation materials as directed
Provide support for the creation of white-papers, case studies, client surveys and similar projects
Help coordinate and manage miscellaneous administrative functions
Bachelor’s Degree required
Intermediate to advanced working knowledge of Microsoft Office suite of products
Must be research-oriented, self-managed, organized, detail-oriented and able to communicate effectively

Mid-atlantic Employee Benefits Operations Specialist Resume Examples & Samples

Assist with development, training and implementation of workflows in agency management system
Ensure compliance with workflows
Understand and be proficient in BenefitPoint system administration
Serve as point of contact for BenefitPoint system end users providing support and guidance
Manage tasks and resources for projects and workflow implementation
A commitment to service with impeccable follow through
Strong team collaboration skills
High ethical standards and the desire to maintain agency confidentiality
Excel at managing multiple priorities and deadlines
Self motivated and able to work independently
Demonstrated automation and technology skills and how they are applied to business process
Microsoft skills to include
Ability to travel within Mid-Atlantic region up to 50%

Consultant Employee Benefits Resume Examples & Samples

Prepare trustee packs for medium clients
Analyse the fund's position and any issues pertinent thereto,as well as assessment of any new legislative developments that need to be included in the agenda
Prepare and circulate to responsible parties action lists from client meetings
Monitor the completion of action items from the action list
Review risk benefit structure prior to market tests or renewals
Prepare risk benefit market tests for clients in line with Absa Consultants Actuaries’(ACA) best practise
Manage and monitor free cover limits on the funds in line with ACA's best practise
Attend all consulting internal forums and requisite arranged internal and external training sessions
Keep up to date with all publications circulated internally regarding industry developments
Own overall client satisfaction from a servicing perspective
Maintain functional relationship with other divisions and external service providers
Manage verbal and written queries from internal and external clients
Prepare investment return summaries
Prepare and send investment communication for clients small to medium clients and submit communications for late clients to the Principal Consultant
Perform investment needs analysis and provide justified recommendations, guidance and advice to clients for consideration
Draft the statement of investment for funds encompassing the considerations, decisions, background, requirements, objectives, profile and strategy of the fund
Maintain Fund master file
Prepare and monitor section 14 applications for small-medium clients
Review financial statements and liaison with the relevant parties to effect any corrections prior to presentation to client
Review actuarial valuations and liaison with the relevant parties to effect any corrections prior to presentation to client
Collate and provide fund related information to admin, finance, service providers and clients as required
Complete the finance checklist and collate of any fund documentation

Employee Benefits & Executive Compensation Associate Resume Examples & Samples

2+ years of experience in the design and administration of Qualified and Non-qualified Retirement and other ERISA-covered plans
New Jersey Bar admission
Previous experience with 403(b) plans, Health and Welfare plans, Multi-Employer plans and Executive Compensation arrangements
Employee Benefits Law Certificate
Knowledge of the Affordable Care Act

Employee Benefits Administration Manager Resume Examples & Samples

Intermediate level of relevant work experience required
Communication – Is able to effectively and clearly communicate in both written and verbal means
Analytical Reasoning – Applies basic research methodologies and statistical analysis to solve problems. Synthesizes and analyzes low to moderately complex data, information and evidence in order to draw meaningful conclusions
Benefits Design and Administration – Has a good understanding of benefits programs including the design, cost structure, and experience answering employee questions
Expatriate Benefits – Basic understanding of expatriate benefits programs
Finance Internal Controls - Understands the importance of finance internal controls, capable of identifying, evaluating and documenting internal controls. Understands the underlying principles, techniques, and procedures of this skill
Human Resources Data Management – Understands human resources information requirements. Able to perform data quality reviews and take corrective actions to ensure data completeness and accuracy. Has a full understanding of information confidentiality requirements
Language - Fluency in English (Written and Spoken)

VP, Employee Benefits Resume Examples & Samples

Motivate, develop and lead a team of attorneys in alignment with a robust performance management process focused on year-long associate career development, empowering team members to drive engagement and high performance
Partner with other department leaders to set and achieve departmental objectives and initiatives, develop talent, and manage resources to provide support to business and functional partners across MetLife
Manage resource planning and workflow, ensuring timely: (a) response to requests for legal advice, (b) review and edit of invoices, and (c) completion of legal holds and Autonomy requests
Provide thought leadership on General Corporate and Legal Affairs strategy priorities, especially talent strategy, customer-centric service delivery, and efficient operation
Inspire the trust and respect of the team and business partners at all levels, motivating and enabling them to achieve Enterprise / Department goals
10-15+ years of relevant, senior-level experience providing employee benefits / ERISA counsel to multiple stakeholders in a global, complex environment
Demonstrated passion for and success in leading, managing and developing high performing talent while driving results
Strategic planning, analytical, problem-solving, and organizational skills
Excellent communication and interpersonal skills, with a track record of building effective partnerships across constituencies both internally within a matrixed environment and with outside counsel
Self-directed, creative, and strategic thinker who is collaborative and decisive, uses sound judgment, exhibits a high degree of professionalism, establishes priorities, adheres to deadlines, works independently, and motivates others
JD and NY bar admission required; LL.M. in Taxation or Employee Benefits strongly preferred

Regional Employee Benefits Lead-nam Resume Examples & Samples

Bachelor degree or equivalent experience required, MBA a plus
Certified Purchase Professional such as CPM or CIPS is a plus
Candidate must have demonstrable competencies of over 8 years in sourcing HR / North America Benefits preferably for a large corporation
Strong knowledge and expertise of Employee Benefit Plans and Regulatory processes in North America, specifically; Health and Welfare programs, Medical, Life and Dental insurance, Long and Short Term Disability, Retirement (DB & DC) schemes, 401K Plans, Benefit Analytics and Administration processes
Experience in managing high value, complex projects in a matrixed environment
Contract and Vendor Management experience
Demonstrated success in achieving savings objectives and other performance metrics

Senior Manager, Employee Benefits & Hrms Resume Examples & Samples

Develop and implement strategy for administration of employee benefit plans, including but not limited to: medical/dental insurance, Flexible Spending Accounts, Life & ADD insurance, retirement plans, voluntary benefits, worker’s compensation and disability insurance
Provide expert guidance to employees and management regarding employee benefit plans, communicate plan coverage, and assist employees with resolving complex claims
Serve as the department expert on compliance with Affordable Care Act (ACA) and manage reporting requirements
Continually assess employment benefit plans, staying abreast of industry trends, and working with outside consultants to ensure that the benefits package remains competitive, cost efficient and meaningful to employees
Work with the Human Resources and Payroll teams to ensure that the HR/Payroll system is properly capturing data for ACA and other benefit reporting purposes; run scheduled reports and create reports as needed
Partner with the Finance Department on the management of the Lincoln Center Pension Plan, an employer defined benefit plan. Serve as Administrator, work with actuaries and constituent participants to ensure compliance with ERISA and plan documents
Serve as Plan Administrator for the Lincoln Center tax deferred 403 (b) plan. Provide oversight for the Plan Record-keeper and manage the work of outside consultants related to the administration of the plan, including periodic due-diligence with the plan fiduciaries
Oversee employee leaves of absence relating to FMLA, including worker’s compensation and disability
Manage the relationships with outside benefits consultants, as well as with the insurance carriers and external COBRA administrator
Provide on-going communications to employees regarding Lincoln Center’s benefit plans
Monitor monthly unemployment insurance statements to identify and minimize costs; respond to new claims and process requests for information
Analyze and assess the use and efficiency of current HRMS systems; evaluate and make recommendation on new systems and oversee implementation and integration; identify opportunities for improving processes through information systems changes and/or upgrades

Regional Employee Benefits Sales Consultant Resume Examples & Samples

Be the subject matter expert in New York small group and mid-market health insurance and other employee benefits related subject matter (i.e. ACA regulations, non-medical insurance products, HSA)
Attend new sales meetings with the sales reps to provide employee benefits expertise at the meetings
Stay abreast of current employee benefits products and trends in the marketplace
Obtain employee benefits proposals and prepare presentations for new sales meetings
Attend regularly scheduled meetings to educate the sales reps on employee benefits topics
Communicate to prospective new clients of the company the employee benefits program being recommended for consideration
Be available to support and occasionally present during employee open enrollment activities
Interface with the insurance carriers and their proposal systems
Implement new client benefits programs and manage insurance carrier set-up
5 or more years demonstrated Brokerage, Employee Benefit, and sales support experience represented through proven results
Must have and maintain required licenses/credentials. Superior command of verbal, written, presentation and negotiation skills

Market Sales Leader Employee Benefits Resume Examples & Samples

High School Diploma or GED required; Bachelor’s degree preferred
5 years experience managing multiple clients of increasing complexity
Must have and preserve required licenses
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge and carrier funding
Expert knowledge of state and federal benefits legislation

Employee Benefits Accountant & Financial Analyst Resume Examples & Samples

CPA with 5 or more years of experience in Public Accounting or equivalent
MBA or Masters in Accounting
Supervisory experience of 2 or more staff
Employee benefits and benefit plan audits with financial statement and footnote preparation experience
Strong knowledge of U.S. GAAP and International Accounting Standards (IAS)

Employee Benefits Client Executive Resume Examples & Samples

Lead client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies
Develop benefits program design and renewal strategies, including on complex client issues
Determine the full scope of services provided to the client and sets roles/responsibilities within the client service team
Be accountable for revenue/profitability for client accounts and projects
Monitor success of projects in terms of scope, budget, timeliness and client satisfaction
Generate sales by expanding revenues from existing clients and by leading prospecting efforts with new clients
Lead and participate in new business opportunities with Marsh sales partners
Assist in initiating property/casualty cross-sell opportunities to benefits clients
Set strategic direction and create demand for new products/services in the marketplace
Establish effective carrier/vendor relationships to serve clients in benefits procurement and administration (eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments
Leverage Marsh's size and reputation to negotiate highly competitive rates and coverage options from carriers and vendors
Cost projections and vendor renewal workups – gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client meetings
Incorporate compliance and professional standards into all work processes, including transparency, peer review and maintaining required licensure
Effectively communicate Marsh’s position on latest industry trends to clients
Understand Voluntary Benefits products, services and tools
Understand vendor/carrier markets, underwriting and financial skills, Health & Benefit products, Wellness Programs, services and technical tools, by participating in training courses, online learning, or through learning from more experienced colleagues
Completion of continuing education to maintain credentials as required
State Health and Life Insurance Licenses required
10 years’ experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges
Strong, innovative sales and marketing skills plus the ability to market organizational strengths successfully
Excellent organizational and project management skills with the ability to prioritize and handle multiple tasks in a demanding work environment
Strong critical thinking and analytical problem-solving skills
Proven management skills in leading large, complex projects

Employee Benefits Technology Analyst Resume Examples & Samples

Review and revise business and plan design requirements and the functional design specifications for system set-ups and configurations
Responsible for quality assurance tasks for various client deliverables and procedures such as, but not limited to, carrier files, payroll files, billing reports, worksheets, confirms, and inbox requests
Monitor, research, and resolve escalated client issues by utilizing Trion’s Issue Management System and other client specific tools, while coaching client team members on resolutions
Participate and/or facilitate meetings with clients, carriers and other colleagues
Establish and cultivate relationships with clients, vendors, carriers and internal departments to ensure successful implementations, renewals and ongoing administration
Coach and train internal members of the benefit administration team on best practices and client-specific knowledge
Bachelor’s degree in related field including the following: Business, Management Information Systems (MIS), Computer Science, Mathematics or equivalent work experience is preferred
Working knowledge SQL required; Access highly preferred
Minimum experience of 1-3 years’ experience within a health care, health and welfare consulting, insurance brokerage, human resources consulting, or employee benefits related industry with experience working through an open enrollment or annual renewal benefits cycle preferred
Maintain a valid unrestricted Life, Accident & Health License in Massachusetts and meet the continuing education requirements
Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables, mail merger and formulas
This position interacts with and provides service to clients and colleagues alike, so highly level of people-service, collaboration and interpersonal skills required

Employee Benefits Analyst Resume Examples & Samples

Analyzes the interpreting legislation, benefit laws, and regulations affecting employee benefits and deferred compensation
Provides assistance to the Payroll and the Information Systems (IS) divisions related to the integrated Human Resources Management Systems (HRMS) which the County utilizes to facilitate payroll and benefits administration
Performs benefits system administration to ensure changes to benefits plans are appropriately programmed into the County’s system
Analyzes and interpreting benefits enrollment and utilization data to identify benefit trends and formulating recommendations
Develops and implementing benefit communication strategies
Prepares reports and benefits communication materials
Researches complex benefits, payroll, and coverage questions and formulating resolutions
Researches/recommends new or innovative benefits programs for adoption
Serves as a benefits resource to other staff
Reads, interprets, and recommends changes to benefits language in County labor agreements; and
Assists the Employee Benefits Manager in assuring compliance with all benefits laws and regulations

Employee Benefits, Technology Specialist Resume Examples & Samples

Execute test plans and test case scenarios to ensure requirements are being met
Monitor, research, and resolve escalated client issues by utilizing proprietary management systems and other client specific tools, while coaching client team members on resolutions
Assist with developing client-specific training guides for Call Center staff in support of clients’ benefit plan intricacies and for increased call volume during peak seasons
Maintain best practices and proactively recommend opportunities for efficiency improvements
Ability to present information confidently in small and large group settings
Exceptional time management and organization skills with attention to accuracy and detail
Ability to look logically at technology and business-related issues and find or develop solutions
Ability to handle multiple priorities in a rapidly-changing environment and adapt to change in the workplace

Employee Benefits Client Manager Resume Examples & Samples

May coordinate the work of administrative support and customer service
Bachelors degree plus 3 or more years client coordination and/or claims management experience
Working knowledge of Microsoft Windows applications and MS Office

Employee Benefits Market Analyst Resume Examples & Samples

Marketing of new and renewal business
Preparation and verification of case submissions (RFP)
Create proposal materials for presentations to the client by the Producer
Generate quotes on-line for small group clients
Update Agency recordkeeping system with current policy information
Contract review
Maintain internal and external confidentiality of sensitive agency, client, employee and enrollee information
Maintain and promote compliance with agency policies and procedures
Cross-train and support other Employee Benefit positions
Ability to prioritize and work effectively on multiple tasks in a fast paced environment meeting critical deadlines
A commitment to service with impeccable follow through
Strong, cross-functional team player that works within, and in support of, a team environment where exceeding client expectations is a priority
Ability to interact effectively with others at all levels both within and outside the agency
High ethical standards and the desire to maintain agency confidentiality
Excellent verbal and written communication abilities
Well organized, self motivated and able to work independently
Ability to consistently process a high volume of transactions accurately
Demonstrated automation and computer skills in a networked Windows environment

Employee Benefits Technology Consultant Resume Examples & Samples

Accountable for all client deliverables and procedures related to benefit plan design changes for implementations, renewals and ongoing administration
Review and revise business and plan design requirements and the functional design specifications for system set-ups and configurations
Analyze technical requirements, test plans, training materials and procedure documents
Execute test plans and test case scenarios to ensure requirements are being met
Perform data manipulation, mapping, conversions, and validations utilizing internal systems, external files, Access, and Excel
Participate and/or facilitate meetings with clients, carriers and other colleagues
Proactively identify and resolve risks and provide proper escalation for high level resolutions
Maintain best practices and proactively recommend opportunities for efficiency improvements
Coach and train internal members of the consulting team on best practices and client-specific knowledge
Bachelor’s degree in related field including the following: Business, Management Information Systems (MIS), Computer Science, Mathematics or equivalent work experience is preferred
Minimum experience of 1-3 years experience within a health care, health and welfare consulting, insurance brokerage, human resources consulting, or employee benefits related industry with experience working through an open enrollment or annual renewal benefits cycle preferred
Related exposure to Benefits Administration, COBRA, Spending Accounts, HRIS, and/or Payroll environments is a plus
Maintain a valid unrestricted Life, Accident & Health License in Pennsylvania and meet the continuing education requirements
This position interacts with and provides service to clients and colleagues alike, so highly level of people-service, collaboration and interpersonal skills required

Technical Consultant Employee Benefits Resume Examples & Samples

Responsible for client account ownership – anticipates and responds to the on-going and future needs and objectives of clients, with a prompt and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service
Actively contribute towards the development and management of the Employee Benefits corporate objectives
Demonstrates extensive and up to date technical employee benefits knowledge at all times, advising clients as required within the designated Permitted Areas of Activity as confirmed by line management/Compliance
Maintains and develops strong relationships with both new and existing corporate clients, and is relied upon as their trusted adviser
Develop effective internal and external relationships to assist in providing an efficient professional service to clients in line with service agreements and manage their expectations on work being undertaken
Proactively identify other new business opportunities for both Wealth Management Advisers and General Insurance broking colleagues within the AJG Group
Take overall responsibility to ensure all clients are profitable, serviced on the agreed standard / bespoke pricing basis, and fee invoicing process is undertaken in a timely manner
Ability to draw up and negotiate on services / fee proposals – subject to the standard fee pricing structure and approval protocols in force
Monitor income to ensure budget achieved and financial control over Consultant portfolio and client budgets
Identify potential unprofitable clients and agree with management what action, if any, is required
Preparation of detailed client reports, power point presentations, spreadsheets etc
Work closely with and assist in the development of Associate Consultants and others within the team as directed by line management
Undertake all projects in a professional, timely and compliant manner in liaison with other teams as required
Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio
Hold the relevant professional qualifications as required for individual role: Group Risk (ie CII GR1); Healthcare (CII IF7); Pensions (ie Pensions Management Institute diploma level)
Evidence of Continuing Professional Development (CPD) as required to maintain and enhance knowledge and skills
QCF Level 4 (Diploma level PFS or PMI) qualification
Extensive and up to date technical knowledge of employee benefits consultancy (eg Corporate DC Pensions / Group Risk / Healthcare) through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to corporate clients
Keep up to date with key developments, industry/market changes and regulations
IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases
Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
Demonstrable experience within similar role in Financial Services
Demonstrable record of high sales success, with ability to manage and develop compliant business from new and existing clients in the corporate client arena
Service and sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, established network of clients internally and externally, developing and maintaining strong relationships
Ability to negotiate effectively with Corporate clients at Board level (MD/FDs) and senior people in external organisations
High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation
Proven project management capability and experience

Employee Benefits Resume Examples & Samples

An active participant of the client services team focused on client retention Essential Functions and Primary Duties
Provide administrative support to an assigned block of clients
Resolve the most complex customer service problems directly
May support senior level client services team members
Day to day contact for client for service needs
Escalate client concerns when appropriate
Ability to conduct client meetings as needed
Maintain data integrity and quality with any applicable software on a timely basis
Take lead on designated renewals: prepare renewal information and present the CBIZ solution
Coordinate employee communications for enrollment
Oversee new client set-up, renewals and open enrollment meetings
Establish and preserve a solid business rapport with clients and vendors
Discuss with clients applicable legislation and market trends Generate client interest in additional lines of coverage and cross serving opportunities
Coach and assist less tenured client services staff
High School Diploma or GED equivalent required; Bachelor’s degree preferred
3 years’ experience in industry or related field
Strong communication skills both oral and written with all levels of an organization, both internally and externally
Must obtain and preserve required licenses/certifications as required
Proficient use of applicable technology
Able to work in a team environment as well as independently
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Travel based on client and business needs

Senior Administrator, Employee Benefits Resume Examples & Samples

Bachelor’s Degree/Diploma holder from any background
2 years relevant work experience, preferably in pension administrative operations
Satisfactory spoken English and Chinese
Proficient in MS Word, MS Excel, MS Access
Demonstrate ability to collaborate well with others with different views and perspectives
Demonstrate independence to overcome work and embrace changes with a positive approach
Take ownership of one’s work and show initiative to identify and resolve problem

Employee Benefits Resume Examples & Samples

Develop customized employee wellness and culture surveys
Plan, implement, monitor and evaluate client wellness programs
Design incentive program strategy based on client goals
Promote and provide resources for: HRAs, biometric screenings, flu shots, lunch-n-learns, health fairs, health coaches, wellness vendors, etc. as requested by the client
Provide assistance with wellness budget, wellness awards and possible grant opportunities
Interpret data from vendors to determine risk level of employee population and provide guidance to decrease risk
Serve as wellness resource for Employee Benefits team
Coordinate and lead quarterly wellness roundtables
Maintain information and activities in client management system
Maintain internal and external confidentiality of sensitive agency, client, employee and enrollee information
A commitment to service with impeccable follow through
Strong team collaboration skills
Excellent communication, listening, speaking and writing skills
Excel at managing multiple priorities and deadlines in fast paced work environment
Well organized, self motivated and able to work independently

Employee Benefits Programs Associate Resume Examples & Samples

Act as a resource for internal teams and department, Clients, and Carriers in the following areas
Using existing templates complete configuration documents as directed
Update the employer portal in PlanSource; including look, design, function ability, and plan document uploads as directed
Test the employer portal verifying accuracy of all screens and plan information before release to Client
Provide COBRA administration utilizing the PlanSource system for Client’s new hires, qualifying events, and termination
Respond and resolve routine issues the Client may encounter regarding receipt of benefit services and coverage questions
Monitor PlanSource’s setup of EDI files
Provide day to day Trust administration
Provide enrollment materials and member ID’s and cards as needed
Process, submit, and follow up on applications to Carriers
Enter Trust documentation into the Agency Management System according to policy and procedures and consistent with Barney & Barney professional standards
As directed, process the Trust’s accounts receivable and accounts payable tasks according to the Accounting department’s deadlines
Consolidate invoices ensuring timely billing of each client
Collect all money due to the Trust from each Client; notifying the Employee Benefit Programs Administrator of any missing or late payments
Pull reports from PlanSource to create the monthly Trust detail report
Reconcile invoices and process payments for each vendor/carrier
Identify and allocate member support fees to SSD
Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 1-2 years of experience providing group health and benefits sales or service while at a brokerage or carrier
Bachelor degree strongly preferred
Accounts Payable experience including basic bookkeeping experience a plus but not required
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
Ability to make independent decisions and use good judgment in addressing and servicing client and team needs
Prior experience working with carriers’ EDI files
Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements
Maintain a valid driver’s license and dependable transportation
Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas

Actuarial Analyst, Employee Benefits Resume Examples & Samples

Degree holder in Actuarial Science or related field with reasonable exam progress towards professional qualifications of an actuarial body
Prior work experience in an actuarial role will be an advantage
Sound actuarial knowledge and business acumen
Strong command of Microsoft Excel, Access; experience with AXIS or other actuarial software preferred but not a must
Fast learner with strong analytical skills, well-organized
Demonstrate initiative, commitment and responsibility; ability to work independently and on a team
Ability to manage multiple priorities, deadlines and work under pressure
Strong communication skill, both spoken and written English

Director Employee Benefits Enrollment & Group Benefit On-boarding Resume Examples & Samples

BA Degree in related discipline
8 + years' experience with minimum of 5 years in management capacity
Prior experience with systems design and installation of large Employee Benefits cases
Proven leadership and management skills to include Lean Management
Understanding of administration business and comprehensive knowledge of company products and services
Experience with working with national employee benefit consultants
Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution

Employee Benefits Sales Director Resume Examples & Samples

Your expertise managing and executing a highly sophisticated, multi decision maker sales process in the employee benefits market
Your strong technical aptitude, especially virtual presentation skills facilitating web-based meetings
Your ability to nurture leads into qualified prospects, and then develop qualified prospects into new sales
Partner with internal business partners to present Fidelity Health Marketplace’s capabilities
Deliver and apply consistent sales process to effectively develop territory
Your demonstrated experience in leading employee benefits sales presentations with prospective clients
Demonstrated territory, sales and time management skills
Demonstrated presentation, negotiation, and closing skills

Account Representative, Employee Benefits Resume Examples & Samples

Under direction of more senior staff, provides administrative support to an assigned group of clients
Resolves customer service inquiries that require research and interactions with carriers or agents
Appropriate license

Account Manager, Employee Benefits Resume Examples & Samples

Bachelors degree plus 3 or more years client coordination and/or claims management experience
Appropriately licensed and/or certified
Able and willing to travel approximately 25% of the time, or less

Account Manager, Employee Benefits Resume Examples & Samples

Communicate with internal staff, benefit administrators, employees, producers and insurance carriers
Enforce department rules and regulations when in receipt of marketing paperwork from producer
Analyze insurance benefit summaries and make recommendations based upon needs of client/prospective
Develop and initiate marketing of Employee Benefit Products
Distribute small group renewal memos. Call carriers when increases are unusually high
Receive and resolve service issues for clients regarding claims, billing, enrollment, general policy / procedure inquiries
Process sold case paperwork: ensure all applications are completed correctly and forward to insurance carrier in a timely manner
Follow department protocol: receipt of information from producers when marketing a group, file set up, record keeping, documentation of all conversations, complete commission reports and termination reports
Handle department auditing for both large and small groups
Become the day to day point person for clients
Possess strong communication skills necessary for interacting with prospects, existing clients and making presentations
Demonstrate an understanding of Employee Benefit Insurance terminology, products and services
High proficiency in Word, Excel, Outlook, PowerPoint, and web based agency management systems such as Benefitpoint and ImageRight
Minimum of 3 to 5 year experience in the Employee Benefits insurance brokerage/consulting is preferred
Maintain a valid State appropriate insurance license for Life/Health
High School diploma or equivalent; College degree preferred

Employee Benefits Latam Resume Examples & Samples

Strategic Relationship Management – working with the Global Category Lead to develop and enhance key stakeholder relationships within and across the supported business
Contribute to the Annual Sourcing Plan, working in concert with the Global Category Lead, Regional Category Leads and business stakeholders
Sourcing strategy development and project delivery/execution for all assigned categories
Development of robust Market intelligence for all owned categories
Strategic Supplier Management and participation/support of Citi Partnership Program
Fundamental strategic sourcing skills are a key requirement
Proven executive stakeholder management and influencing skills
Experience and success in leading strategic sourcing programs and project management
Demonstrated track record in complex deal structuring, negotiations and contracting
Ability to manage large dollar, time sensitive, vendor negotiations
Employee Benefits in LATAM / Car Program sourcing experience in a large, multi-national organization a plus
Demonstrated knowledge of HR Employee Benefits systems, tools & processes
Experience in a large, diverse financial services institution in an international/global context is preferred
Previous experience in leading cross functional, multi lingual and offshore teams, obtaining consensus in complex activities that crossover departmental, geographic and business entity
Knowledge of ERP systems and eProcurement tools such as Oracle, Procure-to-Pay, eAuction, eRFX, etc. is a plus
Bachelor degree or equivalent experience, MBA preferred
Certified Purchase Professional such as CPM or CIPS is a plus
Minimum of 5 to 10 years in sourcing and leading complex deal negotiations
Contract and Vendor Management experience
Excellent verbal and written communication skills
Demonstrated success in achieving savings objectives and other performance metrics

Employee Benefits Administrative Associate Resume Examples & Samples

Prepare and print benefit summaries, Zywave employee communication documents and other Employee Benefit documents for clients/prospects
Create/update employee censuses from enrollment forms
Create benefit statements, form letters, proposals, spreadsheets, etc.. for clients and prospects
Assist the Technology Specialist with Empliant Benefit Surveys, eligibility and BenAdmin platforms
A commitment to service with impeccable follow through
Strong team collaboration skills
High ethical standards and the desire to maintain agency confidentiality
Excel at managing multiple priorities and deadlines
Self motivated and able to work independently
Ability to consistently process transactions accurately
Demonstrated automation and computer skills in a networked Windows environment

Manager, Employee Benefits Resume Examples & Samples

Ensure timely Cost and Utilisation report to clients with GWP above RM500k for all business channels eg agency, broker, shareholder including branches
Ensure servicing of direct clients
2 or 3 years in handling Health Corporate Clients

Actuarial Manager, Employee Benefits Resume Examples & Samples

Lead the team for Actuarial pricing and monitoring of Employee Benefits (Group Life and Group Medical)
Drive the approval process from Regional and Local office through meetings and documentation
Develop and ensure the adherence of a structured process/standards in place
Responsible for the production, verification and distribution of actuarial reports for senior management and regional office for product approval
Ensure clear communication with regional pricing and product, project management, systems, product development, business development to ensure business objectives are met, and implementation is as agreed
Monitoring the performance of product profitability
Liaison with reinsurer for reinsurance management
University degree with a major in Actuarial Science or Statistics or Mathematics
Qualified or part qualified from Internationally recognised Actuarial Institutions such as UK, US, and Australia
At least 6 years in an actuarial position in Group Medical, Health or Life Insurance. Knowledge/experience in Employee Benefits pricing or underwriting is preferred
Experience in coaching actuarial staff
Strong communication skills, particularly relating to business considerations and use non-technical jargon
Possess strong problem solving skills, ability to use judgement in determining solutions for wide range of problems
Able to work under pressure and tight deadline
Advance in Microsoft Excel

Employee Benefits Market Analyst Resume Examples & Samples

Prepares, submits, and analyzes Requests for Proposals (RFPs) for bid, using cost analysis and preparing meaningful exhibits
Supports team with management of databases, reports and project work
Prepares and conducts market analysis and benchmarking as requested for Producer/Account Management team
Reviews results collaboratively with Underwriting Team in order to provide strategic recommendations to Account Management
Provides Summary Benefit Comparisons for renewal presentations
Compiles final renewal data for Producer/Account Management Team and forwards to Communication team for presentation
Assists in Benefit contribution analysis and strategic recommendations
Works collaboratively with both the EB Market Analyst team and Account Management to prioritize work so that multiple client needs are met
Comprehends, reviews, and interprets Summary Plan Descriptions (SPDs)
Assists Account Management Team in reviewing certificates and contracts for accuracy
Demonstrates knowledge of compliance with related federal and state laws
Demonstrated proficiency with Microsoft Office Suite, with advanced proficiency in Excel, Word and PowerPoint
Must have strong relationship building skills and be customer focused
Exceptional time management and organization skills
Must be a self-starter and demonstrate resourcefulness
Ability to work independently and in a team environment essential

Employee Benefits Resume Examples & Samples

Professional and polished as you will be a representation of the facility
High school diploma/ equivalent minimum educational level required- Bachelors a plus !
HR Experience in skilled nursing or long term care a PLUS !
Recruiting in healthcare setting requested
Strong customer service and telephone phone skills
Mastery of Microsoft Office suite including Word and Excel
Able to work well in team setting and independently as situation warrants
Able to multi-task in distracting environment

VP, Employee Benefits Unit Manager Resume Examples & Samples

Develop rapport with Lockton Benefit and P&C Producers enhancing the “team” approach and service delivery to all existing accounts and prospective accounts
Overall responsibility for unit performance including growth and persistency
Allocate resources/assign cases and prospect projects within unit
Determine staffing needs for unit
Actively participate in the interviewing and recruiting process for new hires
Primary role in continued training, development and primary resource for Account Executive. Secondary resource for Account Manager/Account Administrator
Manage Associates and complete performance evaluations for unit (including salary and bonus review)
Assist Producer in sales opportunities to prospective clients
Determine when Producer involvement is necessary in problem resolution
Assist Producer in establishing and meeting target revenue goals for existing and new business
Responsible for final reconciliation of received versus target revenue for unit book of business
Assist with development and maintenance of annual budget and business plan which includes unit budget and salary requirements
Attendance of internal meetings/educational programs
Participate in Certified Employee Benefit Specialist (CEBS) designation program
Participate in Management Team
Minimum of a Bachelor’s Degree in a business related field, or equivalent experience in the insurance industry
Eight to Ten years of experience in the insurance industry, with a minimum of two years in brokerage/consulting
Excellent organizational, communication and negotiation skills
Excellent computer skills, including word processing and spreadsheet expertise
A complete working knowledge of welfare benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) with a clear understanding of risk and insurance
Complete working knowledge of differing financial arrangements and products available to clients (i.e., fully insured, minimum premium, ASO)
Must be knowledgeable on compliance requirements and federal legislation
Must be available for travel and willing to accept responsibility for client/vendor entertainment
Required insurance licenses
Legal right to work in the United States

Senior Associate Employee Benefits Resume Examples & Samples

Advising on all aspects of the implementation and operation of share plans for UK, US and European multinationals
Supporting the Corporate - Private Equity and Funds team and corporate tax team in transactional, advice work and business development support
Advising on complex employee and corporate tax issues and tax planning
Advising on tax withholding and reporting obligations in relation to employee share plans
Experience in PLC development and advising on takeovers and mergers and other transactions
Undertaking BD activity consistent with the team's wider strategy
Preparing client updates on developments of interest to our client base
Drafting legal documents that are structurally consistent and accurately reflect relevant instructions
Taking responsibility for thinking ahead and checking that matters are progressing according to the timetable and communicating appropriately with clients
Maintaining regular dialogue with the Partner on performance against budget
Recognising actual or potential sensitive client issues
Making preliminary recommendations on difficult ethical/conflict issues and referring to Partner(s)
A qualified lawyer with excellent academic credentials
Strong technical skills
Share plan practitioner
With particular focus on supporting corporate tax on transactions - must be pragmatic and have sound commercial judgment and have earn out experience
With knowledge and interest in supporting Private Equity and funds-
Must be ready and able to provide business development support (especially to corporate tax/ Private Equity area of practice)
Internal liaison skills
External facing
Must be interested in building practice and assisting development of other members of the team
Significant experience of employee share plan issues together with wider employee tax expertise (ideally including mobility issues)
Will consider candidates from an accountancy background
Must be able to pro-actively take forward matters
Will be a team player, able to forge strong working relationships with external and overseas departments
Will be a highly credible individual with gravitas and high level of intellectual ability
Will have strategic awareness of business and commercial issues
Genuine interest in business development
Will have a pro-active commercial outlook

Employee Benefits Sales Consultant Resume Examples & Samples

Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
Appropriately close for new business, documenting won and lost opportunities and reasons
Serve as client’s valued advisor; building a strategic and personal relationship with key client decision makers
Some relevant industry experience
Must obtain required licenses/credentials

Employee Benefits Sales Manager Resume Examples & Samples

Office sales goal attainment, and overall block management, for the New York and Boston Group
Sales Offices; coaching and development of sales reps and territory development; focus on our Group Life, Disability, Stop Loss and Voluntary Compass Products in the mid to large case market
Recruitment of Sales staff
Grow block of existing and new business
Prior sales management experience and a proven track record of achieving exceptional results and leading a highly motivated sales team
Extensive product knowledge within Employee/Voluntary Benefits
Open to travel approximately 30-40%. -
Strong communications skills are essential as well as the ability to build and maintain effective working relationships with external contacts and other sales and client representatives
Position can sit in either Dallas or Houston
Team Mentality: Partnering effectively to drive our culture and execute on our common goals

Employee Benefits Operations Specialist Resume Examples & Samples

Working knowledge of employee benefit plans with 5+ years of industry experience and demonstrated relationship management skills
Experience managing, implementing and renewing small and large group health & welfare plans including fully insured and self-funded, medical, dental, ancillary, FSA and COBRA plans
Working knowledge of HIPAA, ERISA, COBRA and other state and federal employee benefit regulations
Comprehensive understanding of the key challenges in employee benefit plans and current health care trends
Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem solving and resolution skills
Strong organizational, project planning and management, analytical and multi-tasking skills
Ability to communicate with tact and maintain confidentiality
Excellent relationship building and presentation skills
Ability to effectively attract and train colleagues at a variety of existing experience levels
Proficiency with Microsoft Office suite required
State Life/Health insurance license required (can obtain after hire.)

Employee Benefits Project Coordinator Resume Examples & Samples

Compares and analyzes carrier information to select appropriate benefit packages and inputs price data into spreadsheets for presentations to clients. Negotiates best pricing and plan selection with carriers as assigned
Requests proposals for various products from prospective and existing clients
Interacts with insurance carriers and clients to assist in resolving claims disputes and other problem issues and to answer questions regarding billing, products and services
Conducts on site group enrollment meetings
Coordinates and reviews contracts on existing accounts by contacting accounts to verify the status of the group, coverage, changes, and determines if renewal rates warrant putting out to bid
Enrolls voluntary insurance cases requiring one-on-one interviews with each eligible employee
Visits clients for on-site service consultation
Researches new products for the benefit of clients and for potential clients and makes recommendations to Division Manager
Assists with marketing programs for various insurance products
Attends seminars and continuing education courses to keep current on new laws and regulations at state and national levels
Provides assistance and technical guidance to the Marketing Assistant

Employee Benefits Account Coordinator Resume Examples & Samples

Accurate maintenance of client records in agency management system
Process client requests for services and submit information to the appropriate parties
Review issued policies, endorsements, and audits for accuracy and forward to clients; maintain account files in our electronic system
Verify accuracy of premium transactions issued by companies, including commission differences and invoice transactions; assist in resolution of billing issues
Assist with special projects in the office as requested
Pursue a program for personal and professional development

Employee Benefits Account Coordinator Resume Examples & Samples

Assume client service role for assigned clients, including: prompt response to questions, client claims resolution, answering and explaining client benefit questions including COBRA and WI Continuation, renewal follow up, implementation of new strategies/ideas as appropriate and other work throughout the year according to established standard procedures and guidelines
Work with account executives to develop quote requests and requests for proposals to shop vendor markets, evaluate proposals, and prepare spreadsheet comparisons and other analysis
Review issued contracts, policies, , and plan information for accuracy and forward to clients
Maintain account files in our electronic system
Ability to work with multiple team members on multiple clients
Project management skills: manage multiple clients with multiple plans and multiple vendors efficiently

Employee Benefits Operations Manager Resume Examples & Samples

Competent use of standard office tools/software (e.g. MS Office) along with experience(s) with document imaging and Agency management systems
Strong ability to listen, discern, prioritize, and negotiate with clients, insurance carriers and vendors based on a deep understanding of relevant issues
Ability to lead, manage and champion the creation and continuation of a culture of teamwork and proactive client service
Ability to evaluate and make decisions on a timely basis, recognize potential hazards and observe appropriate precautions, understand and remember detailed instructions
5 years in Management and benefits required

Employee Benefits Client Manager Resume Examples & Samples

Manage the internal control and handling of clientele; participate in the servicing of accounts
Provide the necessary customer service for assigned accounts, which includes handling daily emails and phone calls from customers and producers
Market renewals as required
Process change requests, check policies, endorsements, audits, and cancellations for accuracy
Maintain required data in the agency management system and electronic filing
Extensive work in excel spreadsheets for product illustrations
Maintain a small book of business while assisting with the processing of client and prospects needs
Participate in the bid process which involves, initiating requests for quotes, compiling correspondence related to quotes, following up on requests for quotes, and compiling spreadsheets as bids are received
Participate in the proposal process which involves preparing written proposals from bids received from carriers, fielding questions from clients and carriers, maintaining professional correspondence, and attending meetings with clients as necessary

Employee Benefits Regional Leader Resume Examples & Samples

Advise the president and key senior leadership management on financial planning, budgeting, business forecasting, operational, and critical policy and procedural matters related to the EB practice
Contribute to the development of Southeast strategic EB objectives which support the overall objectives of HUB Southeast and the national EB practice
Maintain open lines of communication, keeping the president informed of all critical issues
Represent the organization externally with key suppliers, vendors, other HUB offices and HUB corporate with the professionalism and distinction, reflecting the values of Southeast
Upgrade and implement appropriate system of policies, procedures, internal controls, service talent, skills, processing strategies, reporting capabilities, and critical agency procedures, reflecting best practices in EB and current marketplace needs and client demands
Plan, coordinate, and execute the annual EB budget goals – meeting or exceeding retention, organic growth, and profitability targets as indicated in the business plan and budget
Regularly conduct and analyze cost, lost, growth, and expense trends, and provide meaningful and timely feedback to the president and internal leadership with relevant forward looking trending and forecasting data
Work closely with the EB regional and national practice team to leverage resources and talent to better serve our client base, as well as a training source for skill and talent develop of EB Southeast
Act with irrefutable integrity & ethics; keeping our word and doing the right thing every time
Lead with respect, positive attitude, and free of triangulation or judgment of others
Support and live the idea of continuous learning, teaching, & striving to get better every day
Embrace the uniqueness & unlimited potential of each individual; everybody matters
Live by example, teamwork, and collaboration;& create a place where great ideas can happen
Effectively lead in an environment of self-directed teams
Lead with a passion to serve others and fulfill our vision for the future
Assist the sales team with specific accounts and prospects
Drive organizational initiatives throughout the region and monitor their progress
Drive organic growth
Manage carrier relationships and maximize our financial arrangements
Ability to operate as an effective tactical and strategic thinker
Exceptional communication skills that exemplify board level capabilities and the ability to relate effectively with senior management as well as staff
Self-reliant, good problem solver, and results oriented
Entrepreneurial team player
Possess strong mentoring and coaching skills and real experience on teams with diverse levels of expertise
Creative problem solving, negotiation, and conflict resolution skills supported by sound, unbiased judgment
Proven ability to facilitate and support progressive organizational change and development
Minimum of 7 years of experience in a meaningful management role in employee benefits
Prior experience with skills in financial management, audit, operational processes & controls, and empowerment leadership philosophy

Employee Benefits Consulting Account Manager Resume Examples & Samples

College Education or Associates Degree and at least three years of equivalent experience or combination of education and years of experience
Ability to utilize math skills to assist in compiling and analyzing various data components and possess a basic understanding of risk analysis
Ability to utilize computers and understand functionality
High degree of self-discipline and motivation
Proficient in Microsoft products including Excel, Word, PowerPoint and Outlook
Organizational skills including the ability to multitask and prioritize action items
Problem solving and negotiation skills
Knowledge of insurance products and usages preferable
Knowledge of insurance carrier rating procedures and methodologies, and carrier industry operations to effectively manage, maintain, and provide solutions to clients and prospects
State Life, Accident & Health Insurance Licenses must be obtained within 90 days of hire date and maintained
Must maintain a valid driver’s license or have transportation available when needed to attend client and carrier meetings
Must be able to effectively use a computer with all its components for prolonged periods of time
Must be able to work in an office environment
Maintain and commit to a predetermined work schedule
Must be able to remain in a stationary position
Ability to open and lift 5-10 lbs. frequently throughout the day
Travel required within incumbent’s region and occasionally to other regions
Travel percentage 10%

100

Employee Benefits Client Manager Resume Examples & Samples

At least 1 year of EB brokerage experience servicing 100+ clients
Current Pennsylvania Life, Accident, and Health License
High energy, detail-oriented self-starter
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Strong and efficient time management skills
LI-HI-EC

101

Senior Account Manager Employee Benefits Consulting Resume Examples & Samples

Grow revenue from the lines of insurance and advisory product sales that are offered
Manage and coordinate all client service activities for large market clients including interaction with the carriers, vendors, and with all team members to ensure client deliverables are met-Essential
Ability to utilize computer and understand functionality. Consistently increasing knowledge of available technology and amending work patterns to maximize efficiency
Organizational skills including the ability to multi task and prioritize action items
Problem solving, negotiation, and persuasion skills
Some college education or at least five years of equivalent experience or a combination of education and years of experience
Knowledge of insurance products, administration services, and usages preferable
Knowledge of insurance carrier rating procedures and methodologies, alternative funding methods and risks, and carrier industry operations to effectively manage, maintain, and provide solutions to clients and prospects
State Life, Accident & Health Insurance Licenses must be obtained within one year of hire date
Must maintain a valid driver's license or have transportation available when needed to attend client and carrier meetings

102

Account Associate Lead-employee Benefits Resume Examples & Samples

Participates in new client planning meetings to establish implementation plan
Conducts client open enrollment meetings and answers questions regarding benefit coverage
Supports servicing account team by acting as client specific benefit plan expert
Works with carriers and clients to implement applications
Reviews client contracts to identify errors and to ensure appropriate corrections are made prior to execution
May coordinate or assist with organizing client health programs and wellness fairs
4 - 6 years related work experience

103

Employee Benefits Client Executive Resume Examples & Samples

Sales and Relationship Development
Retains and expands existing client relationships and acquires new ones
Identifies key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives
Ensures that the full scope of services are priced appropriately
Effectively presents the solutions to the client/prospect and negotiates compensation
Documents the scope of service and compensation in a Client Service Agreement (CSA)
Manages the financial performance of his/her book of business
Creates a budget for each client in conjunction with Client Advisors and Consulting colleagues
Seeks feedback on Marsh’s execution of projects and renewals through client survey and ongoing client dialogue
Completes all goal setting, performance evaluation, compensation management, etc. responsibilities with all direct reports
At least five years of professional experience
Under limited supervision, services least complex accounts
Possesses developed insurance brokerage, account management and servicing skills and performs client executive duties within the local market place

104

Employee Benefits Executive Resume Examples & Samples

Prospects by way of calls, visit, and follow up with contacts at existing and potential clients to market and sell products and services
Gathers data from clients and requests proposals from carriers, analyzes proposals, chooses products for presentations, and presents proposals to clients
Enrolls employees and explains utilization of product through employee meetings
Negotiates with the renewal of contracts on existing accounts by monitoring usage and expenses of products and making recommendation regarding existing plan
Interacts with insurance carriers and clients to assist in resolving claim disputes and to answer questions regarding billing and products
Assists other SWBC Sales Representatives with technical knowledge of Employee Benefits products
Assists in researching new products for the benefit of clients and/or potential clients

105

Asia Employee & Benefits Project Manager Resume Examples & Samples

Work closely with Regional team and Head of Operations & Technology, Asia Employee Benefits on variety of strategic and tactical projects within each market
Drive process improvements in country looking at root causes, driving improvements to operating model across
Manage & Lead project resources (internal and/or external) to deliver project deliverables specified within agreed parameters
Develops, communicates and oversees a project plan for project teams. Prepares reporting and communications to stakeholders on project status, schedule and costs
Monitors the progress of projects (through project plans and regular status meetings) to ensure that stakeholder, sponsor, and/or client expectations are being met
Identify and anticipate risks and issues; facilitate resolution, mitigation and appropriate escalation
Minimum of Bachelors Degree, ideally in computer science or related field
Minimum 8-10 years experience in finance industry project management experience required
Knowledge / Experience with banking or insurance sector is preferred
Solid experience in project management and qualification is a plus
Prefer Six Sigma/Lean Black or Yellow Belt certification
Exceptional analytical, conceptual, and problem-solving abilities
Good working knowledge of project life cycle methodology and Proficient in the use of MS Word, Excel, PowerPoint, MS Project, Visio
Ability to accurately assess project risks and raise risks and issues to senior team members as appropriate
Experience in project initiation and requirements phases of large technology or business change planning, execution, and benefits realization
Exposure to business theory, business processes, management, budgeting, and business office operations
Ability to conduct research into emerging business process management practices and trends, standards, and products as required
Ability to articulate ideas to both technical and non-technical audiences
Occasional travel might be required

106

Manager of Employee Benefits Resume Examples & Samples

Assure benefit plans are compliant with governmental guidelines and abide by all applicable laws and regulations
Independently analyze employee utilization and benefits data and make observations and recommendations related to benefit plan development and competitiveness
Manage and cultivate multiple relationships across the organization as needed in order to achieve a common goal
Assist as requested in the evaluation and development of benefit plans
Manage, monitor and maintain annual health and welfare departmental budget; manage, monitor and report group health plan costs against budget and projection
Manage annual open enrollment process and related communications
Facilitate benefit discussions and information sharing sessions between functional areas and team members that lead to problem identification and problem solving
Identify, develop, document and supervise the streamlining of all administrative benefit processes
Develop, train, mentor and manage team members within all supported areas of the benefits department
Assist in the development of communication materials for benefit changes, annual Open Enrollment, on-line intranet website(s), etc

107

Manager of Employee Benefits Financial Consulting Resume Examples & Samples

Delegate assistance to or directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise
Train Producers and Account Management team as necessary in applying a basic understanding of our capabilities
Directly support or delegate team support to the Producers and Account Management team in finalist meetings
Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration
Work with each direct report (Financial Consultant) to establish an agreed upon set of performance goals and individual business plans; work toward implementation protocols with the account teams
Provide feedback, guidance and coaching on a regular basis to Financial Consulting team members so they have an indication of their progress
Evaluate team member performance through the appraisal process on an annual basis
Recommend changes to processes and work product to ensure HUB's reputation as a quality, service-oriented, and value-added organization
Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs
Measure results against goals and plans for necessary improvements
Help manage a book of business (> 100 ee's or complex accounts) in tandem with Producers and the Account Executives
Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach
Identify client/vendor/other needs and bring them to the attention of regional leadership
Manage carrier/vendor relationships for cost management programsUnderstand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients
Effectively manage daily expenses including marketing, promotional, training, phone, mailing costs, etc. to comply with budgeted projections for the Financial Consulting team
Recommend/implement processes that increase efficiencies and/or reduce cost
Demonstrate in-depth understanding of revenue/expense and cash flow management

108

Associate Director, Global Employee Benefits Resume Examples & Samples

Manage global renewals for insured benefits utilizing primarily global broker but also direct management where global broker not present
Research latest trends and compliance regulations , propose solutions for aligning with them, and upon approval, implement change/solution
Accurate inventorying of non-US benefit plans, and design and key documentation; provide relevant information to internal stakeholders
Compose non-US benefit program communications in some cases directly and/or with the help of local in-country partners and/or consultants
File appropriate compliance filings for non-US benefits where Fox Benefits has responsibility in lieu of the local team and where local teams have responsibility; ensure appropriate oversight and guidance is provided to them
Prepare initial annual budget of non-US benefit program costs
Maintain and develop trustful on-going relationship with key internal stakeholders, including regional/country HR business partners, financial managers, internal legal advisors, procurement team, and local management (when relevant)
Oversee special non-US benefits projects, such as implementation of new in country programs, RFP's for in country service vendors, integration of programs between in-country Fox entities, etc
Partner with external benefit vendors and consultants for management of programs
Analysis on financial impact of benefit program changes and/or introductions
Assist with US domestic benefit projects and tasks when needed but focus will be primarily on non-US benefits management
BA/equivalent or higher educational background (but may be waived with exceptional experience); benefits specific credentialing/certificate a plus
5+ years experience in non-US benefits design necessary; administrative/operational background a plus
Moderate to advance financial modeling skills and number crunching (i.e. Microsoft Excel)
Comfortable with stakeholder management in shared service corporate environment, servicing diverse business functions and corporate cultures
Ability to manage by influence, manage up, and self-manage in order to achieve desired and assigned outcomes
Strong written and oral communications skills; comfortable presenting and interacting with all levels of the organization; background creating employee communications and pitch decks a plus
Ability to derive conclusions/take action when full comprehensive information may not be available
Willingness to work at non-standard times to accommodate time zones differences and stakeholders' schedules
Some travel may be required but not extensive (10%>)

109

Employee Benefits Analyst Resume Examples & Samples

Follows up on new and renewal business, quotations, and lends support to the overall account team
Performs miscellaneous office duties in support of account servicing
Entry level position requiring no previous job related experience; employees generally move into Account Manager role upon licensing, typically within one year
No prior related work experience required

110

Manager, Employee Benefits Sales Resume Examples & Samples

Degree holder
At least 4-6 years of relevant work experience
MPF license is essential
LOMA qualifications
Mature, independent and out-going
Organized and attentive to details
Good PC skill in MS Office, including Word, Excel and PowerPoint
Good command of spoken and written English and Chinese

111

Experienced Employee Benefits Actuary Resume Examples & Samples

Master degree in Actuarial Sciences
Relevant work experience (between 2 and 8 years) in an actuarial-oriented position
Experience in programing(Microsoft, R, etc.)
Former experience in employee benefits related works
Excellent communication skills, with fluency in Dutch and/or French and proficient level of business English
A global mindset, and the drive to work in international teams!

112

Employee Benefits Client Technology Specialist Resume Examples & Samples

Accountable for all client deliverables and procedures related to benefit plan design changes for implementations, renewals and ongoing administration
Proactively identify and resolve risks and provide proper escalation for high level resolutions
Effective oral and written communication and relationship-building skills
Should grasp and understand business concepts and issues
Must be a self- starter and be able to work independently with minimal supervision
Proficiency with Microsoft Office products

113

Employee Benefits Account Administrator Resume Examples & Samples

Work closely with Plan Analysts or Producer/AE for specific training and mentoring
Assist other Plan Analysts or Producer/AE in marketing/renewal process
Request marketing data from clients and/or carriers
Assist in analyzing quotes received to determine best options
Produce spreadsheets and reports using applicable computer applications
Assist with new enrollments and terminations as directed by Account Manager
Acquire working knowledge of BMS (Benefit Point)
Enter and maintain group and policy information in BMS (BenefitPoint) as direct by Account Manager
Working knowledge of carrier websites
Update client records on a daily/weekly/monthly basis
Assists in creating presentation materials for clients
Work closely with Producer/AE/Plan Analysts throughout annual renewal and/or new business process providing administrative support and analysis skills to meet case timeline targets
Assist in negotiation renewal increases and options
Communicate with carriers in gathering information on new products and market changes and assist with ancillary product presentations to clients
Answer phones, providing information and receiving information to/from clients for Producer/AE
Input timely and accurate information/documentation in BMS (BenefitPoint)
Back up and support Plan Analysts/ Producer/Account Executive, to meet deadlines
Cross-train in various other areas, as identified by Team
Assist with special projects, as assigned
1-3 Years Office Experience (Accounting Experience a Plus)
Bachelor’s Degree desired, but not required
L & H License desired, but not required
To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in the BMS (BenefitPoint) for premium efficiency with your team

114

Direct Risk Executive GBS UK Employee Benefits Resume Examples & Samples

Develop internal and external relationships to assist in providing an efficient service to clients and manage their expectations on work being undertaken
Working in a team to provide a first class administration service to both internal and external clients
Ensure all schemes are renewed compliantly and profitably
Following processes and suggesting improvements where necessary
Identifying and acting upon new business opportunities for the team and the wider organisation
Becoming a trusted contact for their client bank and a reliable resource for colleagues
Continuously working to improve their own knowledge and skills
Assuming day-to-day responsibility of a large panel of Group Risk schemes
Taking ownership for the panel’s suitability, compliance and status
Liaising with internal teams and insurers to research policy history
Using processes and managerial guidance to implement appropriate renewal strategies
Obtaining and validating membership data from clients
Checking of accounts, policy documents and other material to ensure accuracy and compliance
Explaining concepts and technical terms to clients
Dealing with clients and colleagues in writing and on the telephone in a professional manner
Ensure all records – particularly Adviser Office (CRM) & Virtual Cabinet/Volume (DMS) software – are kept up to date in an accurate, timely and thorough manner reflecting current scheme/client information and a complete history of correspondence is evident for each task carried out
Maintaining a diary system that enables efficient oversight and intra-team workflow
Ensuring compliance requirements are met and anti-money laundering procedures are followed
Carry out duties within our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher’s shared values, including putting clients at the heart of our business
Good standard of general education including Maths and English
Good numeracy skills
Evidence of Continuing Professional Development
CII Group Risk (GR1)
Other applicable industry qualifications
Keep up to date with industry changes and regulation via Compliance bulletins, technical updates
IT literate – Microsoft Office (Excel, Word) and relevant internal systems/databases
Above average numeracy skills
Familiar with Adviser Office/Virtual Cabinet
Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers
Demonstrable Group Risk administration experience with a different intermediary
Proven Financial Services experience
Interest in wider Financial Services Industry and awareness of sector topics
Strong verbal and written communication skills at all levels, both internally and externally
High level of accuracy and attention to detail in all areas of work
Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks

115

Accountant, Ymca Employee Benefits Resume Examples & Samples

Bachelor’s degree in Accounting or relatedfield is required
Minimum of 3-5 years of experience in accounting, with emphasis in accounts receivables
Experience working as an accountant within a health and welfare benefit organization is preferred
Strong technical experience in Microsoft Office (Excel, Access, Word)and accountingsoftware is required
Must be detail oriented and possess the ability to handle multiple projects simultaneously while meeting required deadlines
Must possess strong analytical, problem solving and organizational skills
Must possess excellent verbal and written communicationsskills
Ability to handle confidential information is required
Must demonstrate stronginitiative
Must be able to work with all levels of employees within Y-USA and localYMCAs
Commitment to YMCA character development values of caring, honesty,respect andresponsibility
Perform all client related account receivable functions; insuring that all invoices and cash receipts are posted to the proper client accounts in the eligibility and accounting systems and the respective MS Access database tables are updated andbalanced
Manage the delinquency notification and resolution process including computing and posting late payment penalties, generating delinquency notices, and arranging repayment programs/strategies with staff of delinquentYMCA’s
Prepare monthly internal financial statements and recap analysis; including the computation and posting of all month end journals to Business Works accounting system
Prepare IRS Forms 990 and 5500 and Summary Annual Report (SAR)
Provides assistance to external audit staffby preparing all PBC (prepared by client) material, managing the confirmation process and responding to information requests andquestions
Perform all balance sheet account reconciliations including researching and correcting reconcilingitems
Facilitate correction of enrollment discrepancies by working with local YMCAstaff and internalresources
Prepare and maintain electronic copies of selected monthly claim information reports from third party reporting systems
Maintain the integrity of the Plans general ledger system
Verifies bank or other financial transactions
Compiles data for financial reports, creates reports/spreadsheets as required
Supports the Plan’s annual trends and benchmarks data collection process and reporting as required
Responsible for maintaining the Plan’s WellnessWorks program database including summarizing incentive program expense and communicating Health Assessment results to local YMCAs

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