Senior Consultant, Private Equity, M&A
Job Description:
• Oversees workloads and workflows to ensure deliverables are met and/or exceeded
• Grows book through cross-selling opportunities
• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Builds strong and productive relationships with clients, partners and fellow leadership teams
• Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Leverages the company’s national and local resources to drive greater operational efficiencies
• Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
• Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• Determines the full scope of services to be provided to client
• Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
• Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
• Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensures accuracy of client data in CRM
• Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges
• Identifies and efficiently resolves employee relations and operational issues
• Builds and fosters a positive workplace culture
• Acts as mentor to staff to assist in resolving client issues and development of solutions
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Ensures client service team(s) exceeds client expectations
Requirements:
• Excellent verbal and written communication skills, combined with professionalism and discretion
• Must have an in-depth knowledge of the insurance business
• Ability to work with clients and partners at a strategic level
• Ability to influence and effectively interact with members of the C-suite
• Ability to work collaboratively with leadership teams to meet and exceed goals
• Strong attention to detail and organizational skills
• Must be self-motivated and disciplined
• Ability to manage one's workload
• Ability to thrive in fast-paced environment
• Ability to travel within assigned region and to corporate office several times a year
• Proven ability to successfully lead, develop and grow high-level consulting teams
• Ability to resolve conflict and bring about equitable solutions
• Proven experience attracting, developing and retaining an “A” player workforce and creating a positive atmosphere conducive to productivity
Benefits:
• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
• reimbursement of job-related expenses per the company policy
• employee perks and discounts
• Oversees workloads and workflows to ensure deliverables are met and/or exceeded
• Grows book through cross-selling opportunities
• Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
• Builds strong and productive relationships with clients, partners and fellow leadership teams
• Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
• Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
• Leverages the company’s national and local resources to drive greater operational efficiencies
• Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
• Works closely with account management and/or client service teams on pre-renewal strategy, RFP distribution, SPR’s, open enrollment strategy and post renewal analysis
• Determines the full scope of services to be provided to client
• Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
• Maintains accountability for revenue and profitability for client accounts and projects and keeps all involved parties up to date
• Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
• Ensures accuracy of client data in CRM
• Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges
• Identifies and efficiently resolves employee relations and operational issues
• Builds and fosters a positive workplace culture
• Acts as mentor to staff to assist in resolving client issues and development of solutions
• Monitors the success of projects in terms of scope, budget, timeliness and client satisfaction
• Ensures client service team(s) exceeds client expectations
Requirements:
• Excellent verbal and written communication skills, combined with professionalism and discretion
• Must have an in-depth knowledge of the insurance business
• Ability to work with clients and partners at a strategic level
• Ability to influence and effectively interact with members of the C-suite
• Ability to work collaboratively with leadership teams to meet and exceed goals
• Strong attention to detail and organizational skills
• Must be self-motivated and disciplined
• Ability to manage one's workload
• Ability to thrive in fast-paced environment
• Ability to travel within assigned region and to corporate office several times a year
• Proven ability to successfully lead, develop and grow high-level consulting teams
• Ability to resolve conflict and bring about equitable solutions
• Proven experience attracting, developing and retaining an “A” player workforce and creating a positive atmosphere conducive to productivity
Benefits:
• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
• reimbursement of job-related expenses per the company policy
• employee perks and discounts