Health & Benefits Consultant Resume Sample
Jada Hintz
5464 Wanda Mills,
Dallas,
TX
+1 (555) 574 0263
Work Experience
Senior Health & Benefits Consultant
02/2016
-
PRESENT
Phoenix, AZ
- Maintain professional ethics according to insurance industry standards, J.W. Terrill Benefits Services, Inc. standards and licensing laws in the state of Missouri
- Establish network of referrals and sales leads, using an organized prospecting system
- Monitor suspense for follow up
- Meet with potential customers and coordinate the gathering of information for new business/renewals
- Ensure formal proposals are prepared and oral presentation is made to customer
- Ensure that signed contracts, including proposal and specifications are complete for fee-for-service business
- Regularly monitor current business and potential leads for opportunities for total account selling, distributing leads to other departments, and/or assisting in the sale of property and casualty, personal and surety business
Health & Benefits Consultant
12/2012
-
09/2015
Dallas, TX
- Assist management in annual sales planning and sales objectives
- Attend Benefits division meetings as scheduled
- Attend weekly work unit meetings
- Maintain monthly sales activity reports
- Design annual sales plan
- Assist in monitoring and resolving claims problems on customer accounts
- Possess a broad understanding of Health and Welfare plans
- Leads client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies
Employee Health & Benefits Consultant
09/2009
-
08/2012
Chicago, IL
- Determines the full scope of services provided to the client and sets roles/responsibilities within the client team
- Effectively communicates Mercer’s position on latest industry trends to clients
- Is accountable for revenue/profitability for client accounts and projects
- Monitors success of projects in terms of scope, budget, timeliness and client satisfaction
- Uses appropriate Mercer tools ) in the development and execution of client strategy
- Incorporates compliance and professional standards into all work processes, including transparency, peer review and maintaining required licensure
- Help to manage scope of services
- Identify additional potential work and any out of scope services requested by client
Education
University of Mount Union
2004 - 2009
Bachelor's Degree in Health
Professional Skills
- Strong project management and client management skills
- Communication/Presentation Skills: Communicates clearly and directly, tailoring the message to the target audience and purpose
- Proven ability to prioritize and handle multiple tasks in a demanding work environment
- Proven experience in dealing with large corporate clients from an advisory perspective
- Basic underwriting and actuarial skills
- Healthcare business experience; or any combination of education and experience
- Manage multiple priorities, deliver timely & accurate work products with a strong customer service focus and respond with a sense of urgency as required
How to write Health & Benefits Consultant Resume
Health & Benefits Consultant role is responsible for training, deliverables, health, underwriting, procurement, finance, compensation, consulting, modeling, insurance.
To write great resume for health & benefits consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Health & Benefits Consultant Resume
The section contact information is important in your health & benefits consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Health & Benefits Consultant Resume
The section work experience is an essential part of your health & benefits consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous health & benefits consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular health & benefits consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Health & Benefits Consultant resume experience can include:
- Experience in brokerage or insurance industry experience with a thorough understanding of medical plans
- Strong knowledge of multiple ancillary plans; dental, life, STD, LTD, etc., design, rate structures, funding alternatives and compliance requirements
- Providing input to an ongoing governance process testing and measuring value, appropriateness, alignment with corporate goals and compliance
- Managing a pre-existing portfolio of corporate clients with healthcare and/or protection benefits
- Working as an Account Manager on Mercer Marketplace 365 clients
- Delivering a revenue target commensurate with the size, complexity and value of the portfolio
Education on a Health & Benefits Consultant Resume
Make sure to make education a priority on your health & benefits consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your health & benefits consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Health & Benefits Consultant Resume
When listing skills on your health & benefits consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical health & benefits consultant skills:
- Demonstrated experience in driving business results by providing business support that strengthens management’s ability to make good business decisions
- Effective written & verbal communication skills to interact with internal and external customers
- Proven experience in protection and healthcare policy advisory
- Adapt and work effectively with a variety of dynamic work
- Experience with managing the quality and timeliness of deliverables and delegating to and reviewing project work of more junior colleagues
- Contribute to developing program offerings that are aimed at improving member experience and improving clinical outcomes
List of Typical Experience For a Health & Benefits Consultant Resume
1
Experience For Senior Health & Benefits Consultant Resume
- Leads complex client engagements, including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies
- Excellent organizational skills and the ability to
- Develop and manage long and short range benefit strategies for clients, and foster strong client relationships
- Benchmark survey data for client plans, summarize and validate reviewed information
- Prioritize client needs and work in fast pace environment
- Designing and evolving product offerings, tools, and templates on Mercer Marketplace 365
- Coordinating and managing carrier relationships
- Managing project work streams
2
Experience For Health Benefits Consultant Resume
- Supporting colleagues and employers with implementation of Mercer Marketplace 365
- Managing claims process and incidents, where appropriate
- Carrying out market reviews via comprehensive broking exercises
- Support New Business/Sales initiatives and identifying opportunities including client prospecting and offering/conducting benefits assessments
- Supports financial analysis and review: including underwriting, data analytics, and partnership with actuaries to support funding analysis
3
Experience For Employee Health & Benefits Consultant Resume
- LAH Licensure or commitment to achieving within 6 months of start date
- Develops sophisticated benefits strategies and drives the development of tools and solutions to address complex client issues
- Uses appropriate Mercer tools and intellectual capital in the development and execution of client strategy
- Prepare client specific cost, trend and utilization analysis on an approximately 5-8 account book of business
- Evaluate client specific (when available) return of Cigna's clinical and health engagement tools and programs
- Identify and quantify benefit program opportunities that enhance Cigna's relationship with each client
- Analyze network opportunity through Client specific networks assessments
- Is accountable for revenue/profitability for client accounts and projects. Monitors success of projects in terms of scope, budget, timeliness and client satisfaction
- Provides financial, contract and/or administrative analysis, and manages portions of projects, including ad-hoc client requests of problem-solving on administrative and operations issues
4
Experience For Employee Flexible Health & Benefits Consultant Resume
- Contributes as a member of the consulting team in developing overall client strategy, interprets and presents benchmark data to client and ensures plan and program changes are properly implemented embody client’s strategy
- Demonstrates project management skills and manages the quality and timeliness of deliverables and delegates to and reviews project work of more junior colleagues
- Manages internal specialty resources ensuring client deliverables meet client’s goals and deadlines and delegates and reviews project work of more junior colleagues
- Assisting with the preparation, completion of peer review process and delivery of clear and concise client-friendly communications
- Working directly with the client and manages the request for proposal (RFP) process with the health insurance carriers and internal analyst
5
Experience For Senior Health Benefits Consultant Resume
- Ensures compliance with professional standards including use of templates, client calendar, peer review, and transparency
- Assists with the preparation, completion of peer review process and delivery of clear and concise client-friendly communications
- Works directly with the client and manages the request for proposal (RFP) process with the health insurance carriers and internal analyst
- Collects and reviews the analyst’s compilation of health benefits information from a variety of sources (such as hard files, electronic files, the client and carriers), responses from the carriers and the data in a template (customization depends on client plan types, funding, rate structure, etc), and reviews the transparency documents
- Peer reviews the information, analyzes and interprets the results, edits and finalizes the executive summary report, and send this report to the client
- Establishes necessary carrier/vendor relationships with appropriate contacts to serve clients in handling all administration (eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments)
- Contributing as a member of the consulting team in developing overall client strategy, interprets and presents benchmark data to client and ensures plan and program changes are properly implemented embody client’s strategy
6
Experience For Senior Employee Health & Benefits Consultant Resume
- Demonstrating project management skills and manages the quality and timeliness of deliverables and delegates to and reviews project work of more junior colleagues
- Managing internal specialty resources ensuring client deliverables meet client’s goals and deadlines and delegates and reviews project work of more junior colleagues
- Collecting and reviewing the analyst’s compilation of health benefits information from a variety of sources (such as hard files, electronic files, the client and carriers), responses from the carriers and the data in a template (customization depends on client plan types, funding, rate structure, etc.), and reviews the transparency documents
- Establishing necessary carrier/vendor relationships with appropriate contacts to serve clients in handling all administration (eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments)
- Providing financial, contract and/or administrative analysis, and manages portions of projects, including ad-hoc client requests of problem-solving on administrative and operations issues
7
Experience For Health & Benefits Consultant Resume
- Ensuring compliance with professional standards including use of templates, client calendar, peer review, and transparency
- Apply working knowledge of employee benefit plans including medical, dental, life, disability, FSA, HRA, HSA, COBRA and general HR questions
- Conduct ad hoc analyses by synthesizing large volumes of data into meaningful conclusions that power the client to make informed decisions
- Prepare client specific cost, trend and utilization analysis on an approximately 8-12 account book of business
- Serve as a subject matter expert to clients in areas of Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, DOL, etc)
- Manage the RFP process for new & prospective clients. As well as the Renewal and Implementation processes
- Manage the post-implementation process for all lines of coverage
- Coordinate, develop, and execute Project plans, as well as periodic presentations for specific client groups
8
Experience For Senior Health & Benefits Consultant Resume
- Become well-versed in all of Marsh & McLennan Agencies practices in order to articulate our services and value proposition to prospective clients & recruits
- Proficient in Health & Welfare compliance (i.e. HIPAA, FMLA, COBRA, 5500, DOL, etc.)
- Make recommendations directly to business owner
- Analyze specific utilization problems, plan and implement solutions that directly influence quality of care
- Health and Benefits products, services and technical tools offered by Mercer
9
Experience For Health Benefits Consultant Resume
- Act as a subject matter expert in Voluntary Benefits strategies, products, services, technical tools, and vendor/carrier markets
- 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 Mercer stakeholders to transition into the role of a trusted advisor and facilitate the sharing of advice and information relevant to an opportunity, developing new and expanded business, and gain client referrals
- Act as a subject matter expert in Health & Benefit products, services, technical tools, and vendor/carrier markets
- Provide financial, contract and/or administrative analysis, and manages portions of projects, including ad-hoc client requests of problem-solving on administrative and operations issues
- Collects and reviews the analyst’s compilation of benefits information from a variety of sources (such as hard files, electronic files, the client and carriers), responses from the carriers and the data in a template (customization depends on client plan types, funding, rate structure, etc), and reviews the transparency documents
- Prepare client specific cost, trend and utilization analysis on an approximately 40 account book of business
10
Experience For Employee Health & Benefits Consultant Resume
- Providing financial, contract and/or administrative analysis, and managing portions of projects, including ad-hoc client requests of problem-solving on administrative and operations issues
- Contributing as a member of the consulting team in developing overall client strategy; interpreting and presenting benchmark data to clients and ensuring plan & program changes are properly implemented to embody client’s strategy
- Demonstrating project management skills and managing the quality and timeliness of deliverables through delegating and reviewing project work of more junior colleagues
- Proven ability to lead, mentor and develop a cohesive team
- Working directly with the client and managing the request for proposal (RFP) process with the health insurance carriers and internal analysts
- Collecting and reviewing the analyst’s compilation of health benefits information from a variety of sources (such as hard files, electronic files, the client and carriers)
- Drive the Renewal/Marketing Process
List of Typical Skills For a Health & Benefits Consultant Resume
1
Skills For Senior Health & Benefits Consultant Resume
- Deep understanding and ability in articulating the value and navigating the Human Capital Practice toolsSkills and Qualifications
- Demonstrate passion for and dedication to anticipating and meeting the expectations and requirements of clients
- Experience with partnering and leading teams to deliver project objectives and the ability to work independently
- Sales and marketing experience, and the ability to market organizational strengths successfully
- Experience analyzing complex financial data and information in order to create innovative solutions and recommendations
2
Skills For Health Benefits Consultant Resume
- Experience with managing the quality and timeliness of deliverables
- At least three years of project experience
- Health benefits or related experience
- Manage projects and lead teams in researching, analyzing, and evaluating benefit plans and programs
- An understanding of the issues facing corporate clients and Mercer’s ability to provide support
- Understand advanced underwriting, financial techniques, and funding alternatives
- Incorporates compliance and professional standards into all work processes, including transparency, AFG, peer review and maintaining required licensure
- Financial Modeling and Analysis: Ability to understands, analyze and interpret claims data, carrier renewals data, etc
- Relationship Building: Cultivates, manages and strengthens interpersonal relationships with clients, colleagues and teams
3
Skills For Employee Health & Benefits Consultant Resume
- Act as the lead consultant on some client accounts and/or support the lead consultant in managing client accounts
- Interact with clients and develops relationships, is involved in developing strategies to meet clients' needs, and takes on the role of a trusted advisor
- Develop and maintain personal and working relationships with key client stakeholders to transition into the role of a trusted advisor
- Conduct ad hoc analyses by synthesizing large volumes of data into meaningful conclusions that help the client make informed decisions
- Educate account team so that they better understand medical cost drivers and manage client needs/demands
- Influence business partners in a way that drives profitable growth
- Establish effective carrier/vendor relationships to serve clients in benefits procurement and administration (eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments.
- Understand Health and Benefits products, services and tools including vendor/carrier markets, including developing relationships with vendors in order to understand and compare products and services being offered and recommend solutions to clients
4
Skills For Employee Flexible Health & Benefits Consultant Resume
- Acts as trusted client advisor by delivering excellent service and advice
- Understand detailed technical processes and create project specifications to support ongoing improvement of Cigna’s reporting and analytics capabilities
- Develops long-term relationships with clients and prospects, carriers/vendors and other key stakeholders
- Determines full scope of services provided to the client and sets roles/responsibilities within the client team
- Support and possibly lead client engagements (depending on size and complexity), including managing overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking and other studies
- Build market presence by attending and participating in industry seminars and conferences, local professional organizations, etc
- Assist in management of revenue/profitability for client accounts and projects
- Support the opportunity to cross-sell other Mercer and Marsh & McLennan Companies products and services to clients
5
Skills For Senior Health Benefits Consultant Resume
- Prepare agendas and lead client/team meetings and projects utilizing project management tools. Ensure compliance with professional standards including use of templates, client calendar, peer review, and transparency. Ensure WebCAS forms are completed
- Manage the development of the employee communications strategy. Oversee other team members in the execution of this strategy including management of open enrollment process
- Be responsible for engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data
- Be accountable for revenue/profitability for client accounts
- Establish necessary carrier/vendor relationships with appropriate contacts to serve clients in handling all administration (eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments)
- Solve client issues by contacting carriers and vendors on behalf of the client to resolve these issues
- Assist with the formulation, alignment and execution of national H&B strategy. Contribute to the development of Mercer's H&B intellectual capital and presence in the market by writing articles, case studies and developing general marketing material in addition to public speaking at industry events
- Manage the gathering of health and welfare benefits data from a national survey administered and published by Mercer, ensure it is input into a template to compare a client's plan information against other companies by industry or geography. Interpret results and present the information to the client
6
Skills For Senior Employee Health & Benefits Consultant Resume
- Delegate effectively to provide developmental opportunities to team members including providing mentoring and coaching
- Understand more advanced underwriting and financial skills, health and benefit products, services and technical tools, and intranet resources such as MercerLink by participating in training courses, online learning, or through learning from more experienced colleagues
- Support financial analysis and review: including underwriting, data analytics, and partnership with actuaries to support funding analysis
- Manage the synthesis of large data-sets into meaningful information used to drive decision-making
- Project management, managing the quality and timeliness of deliverables and delegates to and reviews project work of more junior colleagues
- Work directly with internal Mercer consulting team and manages the request for proposal (RFP) process with the health insurance carriers and internal analyst
- Proficient knowledge of business software (Access, Excel, PowerPoint)
- Involved with the preparation, completion of peer review process and delivery of clear and concise client-friendly communications
7
Skills For Health & Benefits Consultant Resume
- Collect and review the analyst’s compilation of health benefits information from a variety of sources (such as hard files, electronic files, the client and carriers), responses from the carriers and the data in a template (customization depends on client plan types, funding, rate structure, etc), and reviews the transparency documents
- O Peer review the information, analyzes and interprets the results, edits and finalizes the executive summary report, and send this report to the client
- Experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges
- Life Insurance Licenses required
8
Skills For Senior Health & Benefits Consultant Resume
- Knowledge of data processing software (Access, Excel)
- Ten or more years' experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges
- Benefits Industry Knowledge: Understands overall benefits industry, compliance requirements and industry trends
- Strategic Consulting: Draws upon market dynamics, trends and knowledge of the customer to provide strategic advice to clients in developing short- and long-term benefits strategy
- Knowledge of Carrier Offerings: Understands various vendors, their offerings and market competitiveness
- Business and Financial Acumen: Ability to manages client engagements to ensure profitability and client satisfaction
9
Skills For Health Benefits Consultant Resume
- Sales Process Management: Capable of Identifying and prioritizing sales opportunities, effectively develops those opportunities and strategically aligns resources to close deals
- People Management and Development: Shares experiences, provides constructive feedback, coaches and motivates colleagues, supports attraction and retention of colleagues
- Experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' life, absence & disability benefits challenges
- Strong aptitude and acumen for financial and data related projects
- H&B or other related experience
- Prioritize & manage multiple projects simultaneously
- Strong self-starter, fast learner, quality conscious and committed to deadlines
10
Skills For Employee Health & Benefits Consultant Resume
- At least seven years of industry related experience
- At least three years of H&B or related experience
- Expertise and industry reputation in the life, absence & disability benefits field
- Experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges or 7+ years of corporate employee benefits admin/management experience
- At least seven years of health and benefits or benefits related experience
- Strong health industry acumen
List of Typical Responsibilities For a Health & Benefits Consultant Resume
1
Responsibilities For Senior Health & Benefits Consultant Resume
- Broker Licenses Required – Life & Health, Property and Casualty Active License
- Broker Licenses Required – Property and Casualty Active License
- Moderate to advanced MS Excel, MS PowerPoint, MS Word proficiency
- Knowledge of financial systems, and mathematical acumen
- Provide high-level financial, contract and administrative analysis for RFP’s and other projects
- Articulate complex ideas and strategies to clients; from senior decision makers to employee members
- Prepare and conduct presentations for employees and client decision-makers
2
Responsibilities For Health Benefits Consultant Resume
- Enter data in and maintain Client Relationship Management System
- Maintain client relationships with Manager- and Director-level personnel (Director-HR, etc.)
- Understand clients’ needs and can articulate to Willis Towers Watson team
- Compliance with all Willis Towers Watson WTWEM requirements to ensure green audits
- Develop and drive the Strategic Opportunities and Alliances (SOA) practice, whose mission is to identify, vet, incubate and launch new value-added offerings as quickly as possible to profitable scalability, then transfer offerings to H&B business owners to grow and mature, while SOA continues to monitor and assess. The role works across three target markets
- Review the summary plan description, plan documents and 5500 filings for compliance and compares to the benefits that were sold to the client. Ensure all benefits are accurately reflected, following a checklist to ensure that all necessary information is included where appropriate. Follow up with the carriers to make sure necessary changes are reflected
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