Description:
As a Senior Consultant on our National Accounts Team, you serve as the main contact for medium to large clients, managing their day-to-day needs and ensuring high quality work. You use your strong employee benefits expertise to recommend solutions, present insights, and guide both clients and internal teams. You also coach junior team members and support their development.
Your work includes planning and managing deliverables, overseeing valuations, renewals, and RFPs, reviewing work for accuracy, and leading client presentations while ensuring everything meets legislative and client requirements. You excel in client management, problem solving, and clear communication.
You also support business growth by strengthening client relationships, staying current on our services, and contributing to internal projects. Your ability to provide guidance, manage complex work, and drive strong client outcomes makes you a key member of the team.
What You’ll Do
- Help to grow and build business with current and prospective clients
- Maintains service and revenue accountability for medium to large sized clients
- As a lead member of client teams, ensure delivery of high-quality work that meets client needs, such as:
- Analyzes financial and claims information relating to benefits plans, annual renewals and client proposals
- Evaluates the cost and design competitiveness of client benefit plans
- Negotiates service and premium rate agreements with insurance providers
- Delivers presentations to clients; conducts client meetings
- Reviews and provides advice related to benefit plan contracts and documentation
- Manage multiple clients or provide senior support for large clients
- Build and maintain excellent relations with clients and internal colleagues
- Lead client meetings and present work to clients using effective and clear written and oral communication
- Identify problems and implement proactive and creative solutions
- Interpret benefits legislation and standards and educate team members as appropriate
- Manages the relationship between clients, administrators, insurance providers and other team members
- Coach and guide team members including providing regular feedback
- Act as a mentor to team members, supporting their growth and development
- Leads internal training sessions to build knowledge of industry topics and trends
- Participates in external training and industry conferences and seminars
- Manages special projects as required
- Acts as a resource to the Employee Benefits practice area
- Build knowledge of and stay informed about other lines of business and introduce other services to clients as appropriate
- Identify cross selling opportunities in other lines of business and introduce other services to clients as appropriate
What You’ll Need For Success
- 5 to 10 years of experience in group benefits or the group insurance industry
- Post-secondary education and related courses in group benefits (CEBS) or actuarial sciences
- Must have LLQP or willingness to obtain it
- Proven capability at the Consultant level
- Excellent mathematical and analytical skills
- Exceptional customer focus
- Excellent communication, project management, presentation and negotiation skills
- Proven leader with the ability to motivate and inspire team members
- Mentor and coach, who demonstrates patience and intuition
- Extremely organized self-starter, flexible, highly independent
- Good working knowledge of personal computers and software, particularly MS Word, Excel and PowerPoint