Associate Consultant - EHC

SUMMARY 

Responsible for providing day-to-day support and management of all client projects and deliverables, manage marketing's, evaluate financials and renewals, direct resources and assume responsibility for the client relationship.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Serves as the daily contact managing client relationships directly with day-to-day contact within the client organization;

•    Manages renewal and marketing projects;

•    Assists with financial evaluation, budget setting, reserve calculations, and rate development;

•    Provides data analysis and recommendations;

•    Provides insight and recommendations for product offerings, plan design, vendor selection, pricing, funding options, and contribution strategy;

•    Represents the client in carrier negotiations;

•    Acts as liaison between client and carrier or vendor representatives;

•    Provides ongoing HR support;

•    Maintains awareness of legislative changes impacting Health and Welfare programs;

•    Assists with communication strategy and development;

•    Acts as intermediary between client and vendor providing assistance with issue resolution;

•    Manages all account management activity;

•    Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Bachelor's Degree or equivalent combination of education and experience 

Four (4) or more years related work experience

Must continue to meet Continuing Education requirements for license renewal

Valid Insurance License

SKILLS

Excellent interpersonal skills, strong verbal and written communication skills

Basic technical, analytical, strategic planning capabilities

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving, time management skills, strong presentation skills

Ability to prioritize work for multiple projects and deadlines

Must be thorough, detailed oriented, well organized and a self-starter able to prioritize and handle multiple tasks in a demanding work environment

Proficient in Microsoft Office Suite