Benefit Consultant Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the benefit consultant job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

WS
W Schmidt
Winifred
Schmidt
448 Marquardt Alley
Los Angeles
CA
+1 (555) 204 5052
448 Marquardt Alley
Los Angeles
CA
Phone
p +1 (555) 204 5052
Experience Experience
09/2016 present
Philadelphia, PA
Lead Benefit Consultant
Philadelphia, PA
Lead Benefit Consultant
09/2016 present
Philadelphia, PA
Lead Benefit Consultant
09/2016 present
  • Creates configuration design documents (CDD). Complete proof of concept (POC) for designs, including testing and validation in dedicated environment, ensuring CDD, is
  • Responsible for defining the principles of Configuration Design for the KPCC platform to ensure accurate and timely claims payment consistent with the Regional and National artifacts (e.g. contractual arrangement(s) made with the Providers, Employer Groups, etc)
  • Creates and maintains National Configuration Design Templates as 'Build Artifacts' to be used by Configuration and Testing teams and provides Configuration Subject Matter Expertise throughout Definition, Analysis, Build, Test and Deployment phases
  • Ensures by working in a collaboration with other teams, that claim codes will inform providers and members as to how the claim was adjudicated (e.g. covered, non-covered/denied, apples to deductible, etc.), per National and Regional documented decisions
  • Works with the process analysis teams (e.g. BPOR) to define Configuration related business processes
  • Includes all responsibilities of the Configuration Analyst III and
  • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients
03/2011 06/2016
Houston, TX
Associate Benefit Consultant
Houston, TX
Associate Benefit Consultant
03/2011 06/2016
Houston, TX
Associate Benefit Consultant
03/2011 06/2016
  • Complete plan updates in order to meet turnaround times, quality measurements, and performance guarantees
  • Oversee design, development, and deployment of Client Benefit Plan Design parameters for new business
  • Provide consultative services pertaining to benefit set up, new implementations, and special projects
  • Specialize in claims processing system functionality, including analysis of new and changing system capabilities
  • Additional job duties and projects, as assigned
  • Travel and short - term out of town assignments may be necessary
  • Complete, maintain, and process pertinent documentation records
11/2006 09/2010
Dallas, TX
Benefit Consultant
Dallas, TX
Benefit Consultant
11/2006 09/2010
Dallas, TX
Benefit Consultant
11/2006 09/2010
  • Reviews and quality checks enrollment paperwork before processing
  • Creates flyers, pamphlets and event material to support field based lead generation activities
  • Reviews, quality checks and accurately enters all data/enrollment paperwork into electronic application
  • Consult with and influence business unit representatives, HR partners, and other stakeholders on wellbeing and work life related offerings
  • Develop data driven, comprehensive and professional recommendations for HR Leadership and Principal's governing committees
  • Research, analyze, and design wellbeing and work life related benefit programs that are competitive to attract, retain, engage, and motivate employees
  • Responsible for the day-to-day account management for routine/ moderately complex client accounts
Education Education
Bachelor’s Degree in Information Systems
Bachelor’s Degree in Information Systems
University of Arizona
Bachelor’s Degree in Information Systems
Skills Skills
  • Intermediate Other Ability to pay close attention to detail
  • Ability to pay close attention to detail
  • Ability to work independently
  • At least 5 years of experience in sales, service or administration of employee benefit plans and have a strong and sound expertise in self-funding
  • Knowledge of community, state and federal laws and resources
  • Ability to represent the company with external constituents
  • Intermediate Ability to work in a fast paced environment with changing priorities
  • Ability to multi-task
  • You will lead all deliverables for employee benefit meetings which may include year-end, mid-year projections, renewals and annual enrollment
  • Ability to effectively present information and respond to questions from families, members, and providers
Create a Resume
1

Senior Benefit Consultant / Account Manager Resume Examples & Samples

  • Advanced knowledge of: 1) insurance products, 2) bid preparation & analysis, and 3) problem claim resolution, specifically including
  • HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
  • Consumer-driven healthcare, wellness, disease management, and current trends
  • Regulatory environment of employee benefits plans
2

Benefit Consultant Resume Examples & Samples

  • May be asked to support and travel to other markets from time to time
  • High School or GED is required
  • 2+ years of experience in sales is required
  • Event planning experience is required
  • Demonstrated organizational skills
  • Knowledge of healthcare delivery
  • Demonstrated negotiation skills
  • Knowledge of community, state and federal laws and resources
  • Ability to represent the company with external constituents
  • Demonstrated interpersonal/verbal communication skills
  • Demonstrated customer service skills
  • Ability to effectively present information and respond to questions from families, members, and providers
  • Demonstrated ability to deal with confidential information
  • Goal and result driven in sales
  • Medicare Sales Certification and Recertification is required
  • Licensed Health Insurance is required
  • Valid Driver's License is required
  • Microsoft Word is required
  • Microsoft Excel is required
  • Microsoft Outlook is preferred
3

Benefit Consultant Resume Examples & Samples

  • Required 2+ years of experience in sales Medicare
  • Required Health, Life Insurance License
  • Intermediate Demonstrated organizational skills
  • Intermediate Ability to represent the company with external constituents
  • Intermediate Demonstrated interpersonal/verbal communication skills
  • Intermediate Demonstrated customer service skills
  • Intermediate Demonstrated ability to deal with confidential information
  • Intermediate Other Goal and result driven in sales
  • Required Other Licensed Health Insurance
  • Required Intermediate Microsoft Outlook
4

Benefit Consultant Resume Examples & Samples

  • Event planning experience
  • Microsoft Excel is preferred
  • Microsoft Outlook is required *LI-Post
5

Benefit Consultant Resume Examples & Samples

  • Market Medicaid products to all interested eligible candidates
  • Conducts individual presentations to perspective members
  • Provides ongoing assistance to Medicaid members, as necessary, answering questions and/or directing inquiries to Customer Service
  • Continually monitors activities of health industry competitors and provides information to management
  • Bachelor's degree or equivalent level of experience
  • Sales experience in HMO/Managed Healthcare or Insurance Industry
  • Appropriate Florida Department of Insurance license - No violations or disciplinary actions. 2-40 or 2-18
  • Oral communication skills sufficient to convey simple messages to co-workers, others in the organization and customers
  • Interpersonal skills required to work well with others
  • Computer functional
6

Licensed Benefit Consultant Resume Examples & Samples

  • Utilizes territorial model philosophy to maximize marketing efforts in attaining new enrollments
  • Generates referrals utilizing community resources, supplied company tools, event planning and community networking
  • Reviews, quality checks and accurately enters all data/enrollment paperwork into electronic application
  • Contacts approved leads by telephone to set appointments
  • Required 2+ years of experience in sales
  • Intermediate Knowledge of community, state and federal laws and resources
  • Intermediate Ability to multi-task
  • Required Intermediate Microsoft Word
7

Key Accounts Benefit Consultant Teams Telecommute Resume Examples & Samples

  • Manages and is accountable for professional employees and/or supervisors
  • Impact of work is most often at the local level
  • HS Diploma or GED
  • 3+ years leadership experience (managing 5 + people who could be classified as Individual contributor)
  • 5+ years’ experience in implementation/installation or business operations
  • 3+ years’ experience within the health care/health insurance industry
  • Data Analytics – Experience in interpreting data and applying metrics and performance Measurements to identify process improvement opportunities and create mitigation plans
  • Experience using both written and verbal communication skills to present information to multiple levels of leadership
  • Ability to use Outlook (email, calendar functions) and Power Point (to create Presentations suitable to present data and information to upper management without editing)
  • Previous project management experience
  • Experience using Problem solving methodology such as six Sigma or other such tool
  • Previous experience within the medical benefits industry
  • Previous experience in a customer-facing role
  • Experience in Change management role as a change practitioner or change agent
  • Advanced Excel knowledge which included ability to create, edit spreadsheet and use formulas and pivot tables
  • Ability to use Sharepoint file sharing, document management system as administrator or Creator of file system
  • Strong demonstration of our cultural values and thought leadership
  • Strategic thinking and strong business acumen
  • Ability to work in a self-directed manner in a fast-paced environment
  • Highly flexible, open to change and leading change
  • Demonstrated leadership of team and development of bench strength
  • Ability to focus on key metrics and frame overall impact on the business
  • Demonstrates problem solving skills; ability to dig into details
  • High employee engagement/manager index/values
  • Strong analytical and negotiation skills with a proven track record for innovative successful outcomes
8

Benefit Consultant Resume Examples & Samples

  • Required Medicare Sales Certification and Recertification
  • Required Licensed Health Insurance
  • Required Valid Driver's License
9

Benefit Consultant Resume Examples & Samples

  • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients
  • May support an Account Executive or a Broker Producer and is the first line of contact when the Account Executive or Broker/Producer is not available
  • Responsible for the day-to-day account management for routine/ moderately complex client accounts
10

Benefit Consultant Resume Examples & Samples

  • Required Other Event planning experience is required
  • Required Other Medicare Sales Certification and Recertification is required
  • Required Other Licensed Health Insurance is required
  • Required Other Valid Driver's License is required
  • Required Intermediate Microsoft Word is required
  • Required Intermediate Microsoft Excel is required
  • Required Intermediate Microsoft Outlook is required *LI-RG1
11

Benefit Consultant Resume Examples & Samples

  • Research, analyze, and design wellbeing and work life related benefit programs that are competitive to attract, retain, engage, and motivate employees
  • Evaluate the company's competitive positioning through analysis of costs, employee needs, industry needs, and legislative requirements
  • Develop data driven, comprehensive and professional recommendations for HR Leadership and Principal's governing committees
  • Consult with and influence business unit representatives, HR partners, and other stakeholders on wellbeing and work life related offerings
  • Develop and maintain relationships with consultants and industry contacts
12

Benefit Consultant Resume Examples & Samples

  • Required Other Sales Experience
  • Preferred 2+ years of experience in Sales
  • Preferred Other Event planning experience
  • Required Other Medicare Sales Certification and Recertification OR
  • Required Other Medicare Sales Certification must be obtained within 90 days of hire
13

Benefit Consultant Resume Examples & Samples

  • Overall management and coordination of employer health plan benefits. The Benefit Consultant is responsible for accurately capturing benefit intent, educating the customer on UHC standards, and responding to benefit questions. The Benefit Consultant will document and maintain the customer’s benefit intent through completion of the Benefit Template Builder (BTB) and collaborate with internal and external business partners to ensure employer health plan benefits are set up accurately and expeditiously
  • Act as the primary point of contact, internally and externally, for all communication regarding benefit intent for self-funded new business, renewals, plan changes and customer funding changes sold by KA Sales
  • Detail and capture customer plan design requirements and provide proactive solutions to non-standard benefit requests while ensuring system compatibility
  • Audit Sales documents for adherence to quality measures and reporting standards. Request and follow up with all parties for documents required for the implementation
  • Facilitate a new business and/or renewal benefit intent meeting with the customer either via a face to face meeting or use of WebEx or other telephonic communication. This is a national position
  • Preparation of plan materials including the BTB and Benefit Summaries
  • Ability to independently research and resolve complex issues related to benefits, claim process, regulatory requirements, healthcare reform and State Mandates
  • Actively participate in or lead cross-functional teams or projects
  • Research installation issues and develop customer specific resolutions
  • Attend and participate in Finalist Presentations. May include representing the role of the Implementation Manager and Benefit Consultant. Preparing a PowerPoint presentation for sales approval to present during the Finalist Presentation
  • Represent and possibly attend in person an internal/external Benefit Intent Audit. Responsibility to professionally represent SGO and UHC, accurately update all documents where errors may have been discovered and expeditiously submit the corrected documents to our Business Partners for correction
  • Mentor new and existing Benefit Consultants
  • The ability to work several hours of overtime each week during open enrollment, while maintaining a book of business and traveling. Back-up to other team members and/or Business Manager for customer meetings, health plan meetings, Inventory Management calls, or Leadership calls
  • Maintain inventory reports and meet TAT requirements to meet department, team and individual MBO
  • Other duties as required to support the customer implementation process
  • 3+ years of implementation management or customer service related experience in the insurance/healthcare industry
  • Proficient in use of Microsoft Word (create, edit, read, and write documents), Outlook (create, edit, read, and write email messages and calendar), Excel (create, edit, read, and write spreadsheets), and PowerPoint (create, edit, read, and write presentation slides)
  • Ability to work overtime during peak periods for several weeks at a time or when requested and to travel nationwide up to 35% of the time (majority in the third and fourth quarter each year)
  • Proficient understanding of Medical Benefits
  • Experience with alternative benefits available to educate the customer
  • Project Management experience or has participated on projects with specific assignments and timelines to meet
  • Claims processing experience
  • Medical Terminology
  • Strong face-out presentation and communication skills, written and verbal at all levels of management
  • Ability to Multi-task - this includes working in airport, hotel, etc. while traveling to stay current with book of business
  • Excellent Follow-up skills
  • Proven expertise with meeting quality
14

Benefit Consultant Resume Examples & Samples

  • You will manage an assigned book of business and seek out ways to grow our relationships in the marketplace
  • You will take a leadership role in maintaining client/carrier relationships
  • You will drive communication with carriers/vendors regarding group renewals, sales and customer service issues
  • You will consult on the evaluation and implementation of benefit programs, and provide creative solutions
  • You will lead all deliverables for employee benefit meetings which may include year-end, mid-year projections, renewals and annual enrollment
  • Your goals will revolve around account retention and you know what it means to focus and commit to getting the job done
15

Benefit Consultant Resume Examples & Samples

  • Markets Medicaid products to all interested eligible candidates
  • Reviews and quality checks enrollment paperwork before processing
  • When needed, assists in the creation of materials such as flyers, pamphlets, event material etc
  • May be asked to support and travel to other territories from time to time
  • Conducts new member orientations
  • Required to use personal transportation for appointment with prospective members and events
  • Required 1+ year of experience in sales in HMO/Managed healthcare, insurance industry and/or event planning
  • Intermediate Ability to work in a fast paced environment with changing priorities
  • Intermediate Demonstrated written communication skills
  • Required Other State required certification must be obtained within 90 days of hire
16

Benefit Consultant Resume Examples & Samples

  • Sales Experience is required
  • 2+ years of experience in Sales is preferred
  • Event planning experience is preferred
  • Demonstrated customer service
  • Medicare Sales Certification and Recertification is required OR
  • Medicare Sales Certification must be obtained within 90 days of hire is required
17

Lead Benefit Consultant Resume Examples & Samples

  • Includes all responsibilities of the Configuration Analyst III and
  • Responsible for defining the principles of Configuration Design for the KPCC platform to ensure accurate and timely claims payment consistent with the Regional and National artifacts (e.g. contractual arrangement(s) made with the Providers, Employer Groups, etc)
  • Creates and maintains National Configuration Design Templates as 'Build Artifacts' to be used by Configuration and Testing teams and provides Configuration Subject Matter Expertise throughout Definition, Analysis, Build, Test and Deployment phases
  • Works closely with Claims, Provider Contracting and Benefit Administration teams for interpretation/clarity of Regional and National contracts, benefits sold and approved benefit policies and ensure consistency and compliance to design definitions across applications and informs them of benefits or provider contracts that are not configurable and may require manual processing
  • Works with the process analysis teams (e.g. BPOR) to define Configuration related business processes
  • Ensures by working in a collaboration with other teams, that claim codes will inform providers and members as to how the claim was adjudicated (e.g. covered, non-covered/denied, apples to deductible, etc.), per National and Regional documented decisions
  • Evaluates how all users of the KPCC Platform may be impacted by Provider or Benefit configuration (e.g. Utilization Management and Benefits and Membership Systems) teams and act as a Configuration Design Subject Matter Expert to others within Claims, Contracting, Benefits Administration or Customer Service, as needed
  • Understands 'shared platform data' (e.g. Master Files used to support Provider and Benefit configuration, Reason/Hold Codes, Fee Schedules, etc.) and makes recommended changes that are needed to have accurate and full configuration build as well optimal Platform Design while working with KPIT and HealthConnect teams
  • Creates configuration design documents (CDD). Complete proof of concept (POC) for designs, including testing and validation in dedicated environment, ensuring CDD, is
  • Lead areas of configuration designs for one or more areas, including areas outside of Claims, within ClaimsConnect Platform
  • Complete POC in sandbox environment
  • Complete Cross Functional Analysis, which involves reaching out to additional team members or customers to understand cross-functional needs
  • Performs Root Cause Analysis of defects, categorizing and assigning defects to correct areas, possibly re-designing configuration
  • Working closely with regional stakeholders to ensure designs meet business requirements
  • Travels for team meetings up 25% of the time
  • Owns SBAR (Situation, Background, Alternative, Recommendation) process and presents results to Sr. Leaders
  • Certification in 3 Tapestry modules
  • Medical and billing coding certification
  • Certification requires a minimum of 80% exam score with a 100% score on the associated projects
  • Knowledge of Kaiser Permanente Internal processes
  • Knowledge of Epic Tapestry Modules
18

Associate Benefit Consultant Resume Examples & Samples

  • Oversee design, development, and deployment of Client Benefit Plan Design parameters for new business
  • Provide consultative services pertaining to benefit set up, new implementations, and special projects
  • Complete, maintain, and process pertinent documentation records
  • Complete plan updates in order to meet turnaround times, quality measurements, and performance guarantees
  • Work with other corporate departments, clients, and third - parties to solve benefit plan issues as needed
  • Specialize in claims processing system functionality, including analysis of new and changing system capabilities
  • Monitor and expedite resolution of escalated point of sale issues
  • Work with Lead Benefit Consultants to problem - solve complex custom plan design set up and utilize RxClaim functionality to meet client business needs
  • Travel and short - term out of town assignments may be necessary
  • Additional job duties and projects, as assigned
  • Ability to develop and process documentation
  • Ability to read, analyze, and interpret general business and / or technical procedures
  • Ability to multitask and meet deadlines in a fast-paced business environment and adapt to a changing work environment
  • Ability to define and document detailed client benefit designs
  • Client - facing skills and the ability to effectively present information and respond to questions from managers, clients, and customers
  • Previous experience being self- directed, prioritizing caseloads based on business and customer needs
19

Senior Client Benefit Consultant Resume Examples & Samples

  • Provide operational support for assigned benefit implementation, on-going plan changes and renewal activity. Configure client requirements directly into Foundation 14 (real-time)
  • Review, analyze and verify intent of assigned benefit set ups as they relate to products and programs. Identify and communicate need for customization to support client benefit requirements; attend client calls/meetings as needed; attend internal validation /CLASS meetings; identify interdependencies with cross-functional programs; run customized/scheduled reports, manage performance guarantee tracking and report distribution for internal/external customers as requested
  • Adhere to all organizational SOPs and Compliance standards; provide subject matter input as it relates to checklists and SOPs; comply with CBA CEM document and retention requirements
  • Assist with operation input related to new product development; identification, research and resolution of operational issues; provide training and mentoring for new team members, off-shore and contingent employee resources
  • Provide assistance to team members with issues needing technical expertise and client specific requirements interpretation. Provide on-the-job training for new or existing team members
  • Bachelor’s degree or 8 – 11 years of equivalent work experience
  • 2-5 years relevant experience or Master’s degree and 0-2 years of relevant experience; Preferred experience in PBM and benefit set up knowledge
  • Strong PC skills and knowledge of Microsoft Office Suite and SharePoint
  • Excellent written and oral communication skills along with demonstrated presentation skills; Detailed oriented with strong analytical and problem solving skills; Ability to work collaboratively with other departments to resolve complex issues with innovative solutions; Ability to manage timelines and meeting tight deadlines; Ability to adapt in a dynamic work environment and make independent decisions; Good organizational, prioritizing skills and ability to multi-task; Strong customer service focus; Demonstrated ability to work with other departments/teams to resolve issues
20

Onsite Benefit Consultant Resume Examples & Samples

  • *Travel is required 1 day a week to the RI location
  • Serves as a resource to others
  • Bachelor's Degree (or higher) or High School Diploma / GED with 3+ years of Health Care Insurance industry experience
  • 20% travel required
  • 4+ years of Customer Service or Client Service experience
  • 2+ years of Health Care Insurance industry experience
  • Microsoft PowerPoint (Ability to navigate and present slideshows / decks)
  • Microsoft Outlook (Ability to send, receive, reviewing emails)
  • Microsoft Word (Ability to create and edit documents)
  • Experience with Union
  • Experience with UnitedHealth care claims processing systems