Sr. Solution Consultant

The Health & Benefits (H&B) Consultant will act as the sales lead on new Voluntary Benefit opportunities and/or support the lead consultant in managing client accounts for employers with more than 5,000 employees. The consultant interacts with clients and develops relationships, is involved in developing strategies to meet clients' needs, and takes on the role of a trusted advisor. The consultant will also manage projects and lead teams in researching, analyzing, and evaluating medical, dental, life and disability benefits plans and programs. To fulfill this role, the H&B Consultant will:

  • Act as subject matter expert in Voluntary Benefits strategies, products, services, technical tools, and vendor/carrier markets.
  • Demonstrate sales, sales support, project management and consulting skills such as: participate or lead the consulting team in developing the overall strategy to address the client's needs; manage the scope, quality, timeliness and budget of multiple client deliverables; develop budgets and billing reports; facilitate and participate in or lead client calls and meetings; delegate to and review project work of more junior colleagues which includes review of financial, contract, and administrative analysis; provide direction to analysts and other team members in the preparation and delivery of clear and concise client presentations
  • Understand internal compliance and client disclosure requirements to ensure alignment with client expectations and legal requirements
  • Develop and maintain personal and working relationships with key client stakeholders to transition into the role of a trusted advisor and facilitate the sharing of advice and information relevant to the client, developing new and expanded business, and gain client referrals.


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