I've got some great opportunities in Boston, MA! Within Massachusetts I work closely with
several regional and national sized insurance agencies many of whom have a need
for talented client management professionals with experience in employee
benefits. For anyone with expertise working with group health insurance who has
considered relocation to Massachusetts, now may be the perfect time. Below are links to a few specific positions available
within the market and I would greatly appreciate you taking a moment to share
this within your personal and professional networks.
Sr. Group Benefits
Consultant
Our client is a progressive insurance brokerage deeply rooted in its group benefits consulting platform. This is a senior level position that will oversee a book of business comprised of complex group medical programs, many of them self-insured with several thousand active employees.
Senior Group Benefits Consultant Responsibilities
- Working directly with clients to develop relationships through proactive service calls, working on claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions.
- Actively participating in strategy sessions to identify opportunities for growth through client referrals, account rounding and fee based services.
- Create materials vital to the communication of group employee benefits, enrollment kits and legislation on healthcare reform compliance.
- Partner with producers and account managers to coordinate the agency’s resources in underwriting, compliance, wellness and HR consulting to fulfill its written service promise.
Senior Group Benefits Consultant Requirements
- A minimum of five (5) years of account management, benefits consulting or Account Executive experience handling self-funded group medical plans for cases from 500-10,000 employees; must have served in the lead service role responsible for point of contact with insureds and workflow delegation to the support team.
- Bachelor’s degree is required.
- Active state insurance license.
- Highly desired account management candidates can work independently and interface directly with clients to manage multiple facets of a client’s insurance program including claims review, renewal analysis, and communication strategies.
- Proficient in all areas of Health & Welfare compliance (HIPAA, FMLA, COBRA, 550, DOL, etc.).
Group Benefits
Account Manager
Our client is a corporate benefits brokerage offering customized risk management solutions. Their health and welfare division has a national focus on middle market and self-funded risks requiring sophisticated group benefits programs. This position is responsible for working in a team that provides high level client service expertise. As a Benefits Account Manager you’ll identify coverage gaps and advise clients on solutions for achieving their long-term strategies. You’ll also provide insight into marketing and program design solutions
Group Benefits Account Manager Responsibilities
- Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost.
- Analyze and review plan documents, benchmarking reports and monthly claims data.
- Manage client projects like plan implementation, claims audits and compliance audits.
- Lead enrollments including presentations, drafting brochures and communicate policy changes.
Group Benefits Account Manager Requirements
- Bachelor’s degree is highly preferred.
- At least two (2) years of group medical insurance experience as a Health and Welfare Analyst or Benefits Account Manager preferably for an insurance agency, brokerage or consulting firm. Candidates from a major health insurance carrier will be considered.
- Can work independently and interface directly with clients to manage multiple facets of a client’s insurance program including claims review, renewal analysis, and communication strategies.
- Proficient in all areas of Health & Welfare compliance (HIPAA, FMLA, COBRA, 5500, DOL, etc.).
- Strong Microsoft Excel aptitude.
Benefits Data
Analyst
Our client is a leading insurance brokerage with a benefits consulting platform specifically tailored to large, complex cases. They believe any solution to the account’s insurance portfolio, claims management and wellness consulting needs begin by analyzing data. The truth in the numbers allow for them to be creative with plan design, effectively negotiate with insurance companies and seek out appropriate third party vendors. As such they are looking for a Data Analyst for the Employee Benefits department. This position will be based in Boston but will support offices throughout the East Coast.
Employee Benefits Data Analyst Responsibilities
- Monitor qualitative and quantitative data entered into the cms; monitor and troubleshoot errors; have an understanding of the relationship and dependencies between multiple systems.
- Efficiently and easily manipulate data and formulas in pre-existing Excel spreadsheets as well as develop your own based on client team needs.
- Create Visual Basic macros to create spreadsheet tools for client teams.
- Manage relationships with internal staff, clients and vendors when necessary.
- Provide support and solutions where needed to Technology team.
Employee Benefits Data Analyst Requirements
- Bachelor’s degree is highly preferred; commensurate work experience will be considered. Degrees in mathematics or statistics related fields could be very helpful.
- At least 1-3 years of relatable and/or ETL data integration experience.
- Excellent Microsoft Excel experience with the ability to write macros in Visual Basic.
- Strong data manipulation skills.
- Must offer experience administering, validating, extracting and manipulating group employee benefits insurance data into a content management system (cms). This will interface heavily with websites created for clients to contain employee benefit plan content as well as other applications used for benchmarking and modeling.
Sr. Group Benefits
Account Manager
Our client is an independent insurance agency with a rich history of providing consultative group benefits solutions to their insureds. This position, Senior Group Benefits Account Manager, is responsible for leadership by example. You will serve as a bridge between the sales and service process as well as the technical nuances of group medical plans with the relationship building that must take place for client retention. You are a visible presence in front of the client representing the agency during renewal meetings, plan design and escalated service issues. You’ll also work directly with the client to stay ahead of their changing business needs. This is an important client interfacing role which will be involved in service implementation, renewals, plan design and strategic communication.
Group Benefits Account Manager Responsibilities
- Take an active role managing daily service issues that includes claims, appeals, billing and enrollments.
- Responsible for preparation of monthly claims experience reporting, preparation for standard client strategy meetings, development and execution of service schedule and annual plan management reporting.
- Meet with clients in conjunction with lead consultant to discuss benefits administration, employee education, Human Resources and compliance matters.
- Coordinate client renewals including execution of renewal checklist, preparation of renewal analysis for lead consultant review, participation in renewal negotiation and RFP discussions with carriers, coordination of employee communication materials as needed, and schedule/conduct employee meetings as needed.
- Assist with coordination of new carrier and plan implementation and transition with the clients.
Senior Group Benefits Account Manager Requirements
- A minimum of five (5) years of experience working with group medical coverage in an account management, benefits consultant or senior account service position.
- College degree preferred.
- Experience taking the lead as the client manager on accounts with more than 100 employees, including accounts with self-funded group medical plans, is required.
- Strong financial/underwriting experience preferred, along with proficiency in Microsoft Office.
- State insurance license required with additional professional designations a plus (CEBS, RHU, etc.).
Sr. Employee
Benefits Account Executive
Our client is an independent agency with full service insurance and risk management offerings to its clients. The employee benefits division is an important piece of how the agency positions itself as consultants. This role, Senior Group Benefits Account Executive, is not a sales position. Instead it will focus on high level client management and team leadership.
Senior Group Benefits Account Executive Responsibilities
- Take control of the renewal process- gathering census data, analyzing claims, submitting proposals to market and negotiating with carriers, TPAs and vendors.
- Present proposals outlining benefits, pricing and implementation factors with a particular emphasis in the coming months on compliance with healthcare reform regulations.
- Provide consulting on Human Resources issues; this could include communication materials and enrollments to coverage applicability or tie in with the agency’s P&C risk management work on safety and wellness.
- Work closely with the agency’s sales and service team; maintain an open line of communication with the producer on account status, provide support to the account management team on policy administration and work with the commercial lines group coordinating shared travel plans to see clients and cross selling opportunities.
- Supervise, mentor and train an assigned account management team responsible for policy administration on your book of business.
Senior Group Benefits Account Executive Qualifications
- Bachelor’s degree is required.
- At least 5-7 years of senior group life and health account management, business development, sales and/or marketing experience. Deep technical expertise in group medical programs for accounts at least 200-500 employees including self-funding plans.
- Knowledgeable in Human Resources Best Practices, compliance, enrollments and employee education. Able to work alongside clients needing consultation from their insurance broker on these issues.
- State insurance license.
- Some travel required.
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