Benefits Consultant Job Description

Benefits Consultant Job Description

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Benefits consultant provides administrative guidance related to voluntary benefits: Life Insurance, Long-Term Care Insurance, and the Health and Wellness Program, Voluntary Benefits, COBRA, retiree and severance benefits, along with the service award program.

Benefits Consultant Duties & Responsibilities

To write an effective benefits consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included benefits consultant job description templates that you can modify and use.

Sample responsibilities for this position include:

Manage existing book of clients in conjunction with Consultant team, assist in the sale and implementation of new clients
Assist in driving the renewal/marketing process including gathering vendor/client information, preparing and analyzing benchmark data, communicating trend to clients, developing RFP and client proposal and recommendations
Drafts and releases Requests for Proposals (RFPs) to marketplace
Prepares spreadsheets from competitive bids
Presents results to client
Implementation of new programs
Negotiates renewals
Analyzes costs relative to the client’s benefit programs
Actively participates in client strategy discussions
Reviews SPDs/contracts for technical accuracy

Benefits Consultant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Benefits Consultant

List any licenses or certifications required by the position: CEBS, VA, L&H, HCM, CBP, SHRM, FAIS, CP, CCP, PHR

Education for Benefits Consultant

Typically a job would require a certain level of education.

Employers hiring for the benefits consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Business, Finance, Human Resources, Math, Business/Administration, Management, Human Resources Management, Health, Economics

Skills for Benefits Consultant

Desired skills for benefits consultant include:

MS Office Tools
Excel
MS Word
MS Project
COBRA
Insurance products
Differing financial arrangements and products available to clients
Federal and state legislation and legal issues related to the insurance industry
Group benefits
Services

Desired experience for benefits consultant includes:

Must be willing to travel extensively and have a valid driver's license
Associates or Bachelor’s level degree preferred
Previous experience managing large clients (multi-plan/state
Ability to speak in English (preferred)
Ability to conduct presentations at diverse levels (employees/executives)
Must be able to work in a fast-paced, high growth environment

Benefits Consultant Examples

1

Benefits Consultant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of benefits consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for benefits consultant
  • Interfaces directly with Managers, Human Resource Business Partners, Health Services, and Corporate Legal regarding problems, solutions and clarifications of ongoing benefits administration as necessary
  • Gain experience in both Group Benefits and Group Retirement
  • Manages client's vendor relationships
  • Supports new business development effort as requested
  • On-boards new clients
  • Knows industry jargon and has the ability to articulate to clients
  • Attends team and vendor meetings
  • Follows up on requests with carriers
  • Manages day-to-day service issues with client
  • Knowledge and active use of the EPIC system
Qualifications for benefits consultant
  • Knowledge of the Living Benefit market & MGA model an asset
  • Provide customer service to all existing clients
  • Provides regular updates to leadership on status and ensures all inquiries
  • Benefits Administration – Understanding of the administration, recordkeeping and operational aspects of leave of absence policies across U.S. states
  • Develop employee benefit plan/program communication strategies
  • Answer compliance questions (with the help of National Legal Resource Group) and plan interpretation questions (conference calls, meetings)
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Benefits Consultant Job Description

Job Description Example
Our company is hiring for a benefits consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for benefits consultant
  • Identify opportunities to grow account book, drive additional sales to existing clients
  • Lead development of sales materials under direction of producer (RFP and proporsal development, presentation)
  • Collect and analyse local attrition and attraction data
  • Provide C&B guidance and advice to business leaders and HR teams to support the people agenda
  • Provide in-market support to global C&B processes like Year End and Incentive Plan Design and Governance
  • Track market intelligence/trends, conducting in-depth analysis to generate trends and recommendations
  • Provide recommendations for benefit program changes based on the employee risk profile, business needs and market practice
  • Contribute towards design / revision of current programs and lead/participate in the implementation of new initiatives
  • Assess the effectiveness of the current program against the overall C&B strategy
  • Provide management information to senior stakeholders on the utilisation, impact and outcomes of C&B programs
Qualifications for benefits consultant
  • Ten or more years of industry experience with an expertise in non-qualified retirement plans
  • CPC credential from ASPPA or equivalent
  • Experience with OMNI is preferred
  • Knowledge of major responsibilities, accountabilities, and organization of the Human Resources (HR) function or department
  • Knowledge of Human Resource and workforce issues and trends
  • Commensurate PC skills (Microsoft office, Sales management tools
3

Benefits Consultant Job Description

Job Description Example
Our growing company is looking for a benefits consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for benefits consultant
  • Supervise the providers who are delivering program components, including contract negotiation of program content, delivery and cost
  • Ensure compliance with all regulatory frameworks and AXP procedures as they relate to market specific C&B programs
  • Participate in global and regional C&B projects in support of our wider HR strategy
  • Partners with external consultants internal finance, benefits and payroll teams to ensure completion of annual FAS liability testing
  • Partner with GBS to execute newly designed, global processes for compensation and benefits to enable the HR service delivery model
  • Consult with leaders (HR and management) to understand root cause of business issues, identify where C&B could play a role in providing solutions, use these insights as input to the creation and development of compensation and benefits plans/solutions and implement the global and regional strategy locally in a manner that is relevant and adapted to the market
  • Oversees acceptance testing as appropriate
  • Identifies and resolves project conflicts
  • Coordination and support of key regional benefits initiatives
  • Acts as expert on self-funded and fully insured concepts including Medical, Dental, Life, AD&D, STD, LTD, Group Universal Life, EAP, Cafeteria Plans, Education Reimbursement Programs, Vision and 401k programs
Qualifications for benefits consultant
  • Demonstrated success in managing client issues and relationships
  • Knowledge and experience of multiple benefit schemes
  • Total Experience 4 years plus with at least 2 years of C&B experience
  • A deep knowledge of HR and drivers of employee engagement in India
  • Ability to work autonomously with demonstrated ability to work with multiple stakeholders
  • Experience in a change-orientated, complex organization
4

Benefits Consultant Job Description

Job Description Example
Our growing company is hiring for a benefits consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for benefits consultant
  • Advanced working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications
  • Must have a clear understanding of federal and state legislation and legal issues related to the insurance industry
  • Reviews contracts and plan documents to ensure accuracy
  • Prepares ad-hoc enrollment materials
  • Creates and maintains client files for all lines coverage
  • On-going maintenance of self-funded plan documents
  • Counsels employees applying for disability benefits, retiring staff, and survivors of deceased staff regarding benefits applicable to them and related important matters
  • Develops and revises standard benefit communications including announcements, memos, e-mails, letters, and processes and procedures
  • Monitors and reports on claim issues of various benefit programs
  • Serves as primary point of contact for employees on international travel medical assistance/evacuation vendor
Qualifications for benefits consultant
  • To be a mentor to analysts & junior consultants and provide guidance - includes necessary calculations or analysis on benefits / retirement projects analyzing their impact on all of a client’s plans
  • Leads client meetings and presentations
  • Be the lead consultant for small to medium sales opportunities
  • An ability to communicate with, and a comfort around, senior level people as this role will frequently interact directly with union leadership at the national level
  • An ability to communicate with, and a comfort around, production employees as this role will frequently interact directly with union and non-union production workers
  • Previous experience working with unions – either in a benefits capacity or an HR generalist capacity, would be a big plus
5

Benefits Consultant Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of benefits consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for benefits consultant
  • Lead your own project portfolio
  • Join a high performing team
  • Grow your network
  • To undertake data checking and on-site consultancy in respect of customers converting to our software
  • To update and maintain customer-facing training documentation
  • To develop an understanding of SQL and its use in data checking
  • To develop an understanding of interface requirements and specifications
  • To undertake detailed investigations of customer reported issues, providing workarounds where applicable
  • Demonstrate subject matter expertise in federal, state and local benefits laws and regulations, especially as they relate to leave and other absence management programs
  • Keep abreast of legislative and regulatory activity affecting plans
Qualifications for benefits consultant
  • Listening, Planning and Organizing
  • College degree of four years or greater (or equivalent service)
  • Minimum of eight years of benefits experience in corporate, consulting or insurance environment with a concentration on hourly benefit plans
  • Delivers Results – Focuses on the critical few objectives that add the most value, Takes accountability, ensuring productive, efficient execution against priorities
  • Imports and Exports Good Ideas - Shares and adopts ideas and best practices in and outside the Company
  • Masters, MBA desirable

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