Job Description

Our Client, NFP, Seeks Experienced Sr. Consultant for Mid to Large Strategic Market Segments (Must be in the DMV) ----Not a Producer Role

Summary: The Senior Consultant (VP level) has local or regional responsibility for multiple client relationships with medium complexity. This individual is responsible for maintaining client relationships, carrier negotiations, and renewals, specifically within the corporate employee benefits sector.

Essential Duties and Responsibilities:

Service of Corporate Employee Benefits Products:

• Manage existing client relationships related to corporate employee benefits.
• Disseminate client needs to department personnel and facilitate requests with carriers on behalf of clients.
• Enter client data into the Agency Management System.
• Secure and prepare summaries of clients' historical Loss Data using Excel.

Marketing and Quotations:

• Assist the Director with marketing carriers for appropriate coverage as needed.
• Utilize online carrier tools to develop quotations.
• Prepare pre-renewal information for client review and approval.
• Update client proposals.

Application Processing and Policy Changes:

• Process completed applications, including follow-up for required documents.
• Request policy changes as needed by clients.
• Check policies, endorsements, and policy audits for accuracy.

Independent Judgment and Supervision:

• Perform other duties as assigned, frequently making independent judgments without prior review.
• May directly supervise one or more individual contributors.
• Ensure adherence to organizational policies and procedures.
• Responsibilities include interviewing, hiring, training employees, appraising performance, coaching, mentoring staff, and addressing potential problems.

Knowledge, Skills, and/or Abilities:

• Knowledge of benefits administration, HealthCare Reform, industry trends, and carrier products and services.
• Ability to work independently and anticipate client and team needs.
• Effective time management and decision-making skills.
• Diligent follow-up skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills.
• Commanding presentation and public speaking abilities.

Education and/or Experience:

• BA/BS preferred and typically more than 5 years of industry and product line experience.

Certificates, Licenses, Registration:

• Life, Accident, and Health Insurance License required.

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