Health & Benefits Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the health & benefits 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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C Hahn

Consuelo

Hahn

402 Johnston Garden

Phoenix

+1 (555) 101 7800

402 Johnston Garden

Phoenix

Phone

p +1 (555) 101 7800

Experience Experience

Detroit, MI

Health & Benefits

Detroit, MI

Bayer and Sons

Detroit, MI

Health & Benefits

Work with local leadership to create and execute a successful business development strategy
Work with the overall lead of Clinical, Health Improvement, and Measurement to establish and articulate Aon Hewitt's vision and strategy
Develop, drive, and execute firm wide clinical, health improvement, and measurement consulting strategy
Provide thought leadership around the development of specific clinical, health improvement, and measurement approaches, products, tools, and offers
Coordinate work with others to develop and execute strategic business plan
Communicate and provide assistance to clients regarding retirement plan investments, plan provisions, administration, recordkeeping matters
Develop relationships with Manager- and Director-level personnel (Director-HR, etc.) Support client retention

Detroit, MI

Health & Benefits Analyst

Detroit, MI

Bednar-Ledner

Detroit, MI

Health & Benefits Analyst

Provide thought leadership around the development of specific clinical, health improvement, and measurement approaches, products, and tools
Assist consulting team with client proposals, presentations, management reporting, and overall peer review of all work
Analyze the results and manage portions of projects, including reviewing the work of lower level analysts
Assist in the delivery of client work
Perform project management
Assist with carrier negotiations (i.e., lead negotiations for smaller plans and assist in large plan negotiations)
Proactively manage the timeline to ensure all stakeholders provide the information in a timely fashion

present

Los Angeles, CA

Health & Benefits Senior Consultant

Los Angeles, CA

Conn-Torphy

present

Los Angeles, CA

Health & Benefits Senior Consultant

present

· Manages or mentors, provide support, guidance and training to actuarial students
· Ensures own work and work of junior colleagues is complete and thorough
Values the roles and functions of teamwork in order to complete client projects. Works well with colleagues at all levels and is viewed as a team player
Makes analytical projections and material conclusions for work conducted
Conducts studies, makes intermediate or final recommendations. Articulate findings to clients, and work with them in a consultative manner
Perform IBNP reserve development
Understand and project savings/costs related to plan design or provider network changes

Education Education

Bachelor’s Degree in Actuarial Science

Northeastern University

Bachelor’s Degree in Actuarial Science

Skills Skills

Ability to learn different retirement plan documents and contracts
Ability to establish priorities, work independently and coordinate with other team members
Ability to balance a High level of customer service and perform analytical tasks
If the successful candidate has not currently have a Series 7 or 6, and 65 securities license, then the successful candidate will be expected to sit for the licensing exams within 6 months of hire
Professional designation/certification relating to the 401(k) Plan industry are encouraged
Ability to handle and resolve client related issues in fast paced environment
Prior marketing experience will be favorably looked upon

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Health & Benefits Actuary Resume Examples & Samples

Minimum 5 years of related experience
Associate or Fellow of Society of Actuaries
State Health, Life and Accident license (within 60 days of start date)
BS/BA Degree in actuarial science, math, statistics, or finance

Health & Benefits Account Specialist Resume Examples & Samples

Assists and supports the assigned AE for all client related broker/consulting initiatives
Will take a lead role with all client & office related internal administration services
When applicable – administrative support of new business production
Maintains effective and productive relationships with clients
Serves independently in a client-facing capacity on matters of moderate importance and complexity
May act as placing broker on simple routine placements or renewals
Will assist Consultant/AE as needed with RFP submissions including assembly/creation where assigned
Facilitates the timely and accurate flow of information between clients, AE and all account team members
Manages client open items lists and responds to client ad-hoc requests
Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and thecircumstances of the presentation
Actively supports and monitors the renewal process
At the direction of the AE, drafts quote comparisons and follows up for necessary contractual and compliance requirements
Where applicable, may serve as a primary contact for and interface with Aon Client
Services, coordinating activities of the client service team to ensure that key processes assigned are performed effectively and quality of client deliverables
Primary interface on client administration matters
Receives and manages routine and complex benefit and related inquiries and requests. Serves as key client liaison for items such as contracts/agreements, billing and invoice issues, compliance coordination and tracking, among other administrative needs
Is internal lead for all matters relating to Aon internal systems such as Bridge and ASC
Understands and works in alignment with the Aon Leadership Model
Ensures operational excellence, including adherence to service management requirements
Monitors and follows-up on invoice generation, fee agreements, Data input, receivables and collections
Addresses and resolves problems
May provide guidance and mentoring to a less senior account specialist
Delegates work to support staff and groups where applicable
At least 3 years of successful insurance support experience, with 5+ years’ experience preferred, Including face-to-face client service and customer/client interaction
Experience working for a health insurance company/carrier, third party administrator or health plan
Proficiency in PC office products such as Word, PowerPoint,
Excel and Outlook is required
State licensure for Life and Health through Ohio Department of Insurance is preferred
Evidence of ability to become proficient in the use of Aon specific software tools

Health & Benefits Actuarial Analyst Resume Examples & Samples

Review employee contribution rate development; present results to client
Perform ASC 715 assumption development
Maintaining an up-to-date knowledge of group systems, products and technology, and have a thorough understanding of how these relate to group insurance consulting
Responsible for managing and driving projects to completion
Participate in client calls and meetings
Mentors entry level actuarial students
Minimum 2-3 years progressive experience in a consulting/insurance environment working in group underwriting and group benefits departments is an asset
Completion of 3 or more SOA exams

Health & Benefits Local Practice Leader Resume Examples & Samples

Encourages the use of new technology, ideas and methods when developing solutions
Role models participation in corporate social responsibility initiatives
Champions the application and appropriate creation of new technology and processes
Leadership responsibility
Identifies and secures resources as appropriate
Recognized as health and benefits content expert or thought leader internally and externally leads initiatives(s) that shape or impact our business
Embraces and promotes appropriate Aon systems relevant to the role (Greater Insight, SFDC, Client Planner, Bridge)
Heavily leveraged through delegating work to colleagues and as appropriate within SPS, COE and other areas of national practice standards
Has final responsibility for overall quality of services for entire client team. Secures existing business and drives the sale of additional services
Works at a strategic level to cultivate relationships with the client
Identifies and generates and penetration business opportunities
Collaborates with Producers, Aon Risk Solutions Account Executive (P&C) and Aon Hewitt Account Executive on new business opportunities
Considered Health & Benefits "closer" of new business
Makes significant contributions to a high-profile initiative which has significantly shaped or impacted the business
Builds differentiated capability through innovation, proven solutions and deep content expertise
Is viewed in local market and/or internally as a known "brand"--is sought out by clients, prospects and colleagues for advice
Works on significant and unique issues requiring proficiency in a complex area requiring a broad grasp of practices or principles in a cross-functional settings
Possesses an in-depth knowledge of organizational objectives
Develops and implements annual operating plans, consistent with objectives set at next higher organizational level
Know/manage your numbers (revenue by client and revenue variance, accurate and timely Client Planner market loads and Account Executive compliance, utilization by colleague) and overall recoverability improvement
Timely upward communication of revenue risks, active involvement in client retention
Manages resources necessary for effecting Health management programs needed to execute client's goals
Create leadership structure to manage: people, visibility, financials, business development, and operational excellence
Ensure all other compliance requirements are met
Frequently interacts with senior level colleagues and clients, and vendors. Builds C-Suite relationships within Client
Leads cooperative effort among members of a project team to deliver results
Able to influence broad outcomes beyond the scope of their individual function
4 -year degree or equivalent work experience. Insurance licensing as required

Health & Benefits Senior Consultant Resume Examples & Samples

Renewals - update plan designs into our proprietary database; prepare plan design summary exhibits for all lines of coverage
Marketing – prepare, correspond and distribute RFP’s to vendors. Prepare marketing results, financial ratings and disruption analysis for all lines of coverage. Prepare compliance and transparency authorization to the client
Ongoing Consulting Service – advise on general health and wealth fare plan compliance; assist clients with claim, billing and eligibility issues; coordinate with proprietary database for Aon compliance requirements; review summary plan descriptions; coordinate with communications practice on client employee communications, maintain and track activities on the client service calendar; coordinate Form 5500 filings; request and prepare benchmarking data; review plan utilization; facilitate implementation meetings; prepare meeting notes and action items; answer day-to-day client questions; attend client meetings
Participate, as needed, on task forces and special project teams
Ideal candidate will have 5-7 years of experience in the group health & benefits industry
Strong organizational and project management skills
Client service orientation that develops and maintains an understanding of client needs and expectations
Business communication ability that is able to give non-technical explanations to technical matters
Prepares and presentation of clear, accurate and concise reports
Open to honest communications with others and takes responsibility for own mistakes or customer service problems
Ethical behavior that adheres to professional standards and ethics and demonstrates the highest level of integrity and honesty in all interactions
Bachelor's degree (Business degree preferred) or equivalent work experience.License or Certificate Requirements
Appropriate Insurance License/Life and Health

Health & Benefits Senior Consultant Resume Examples & Samples

Identifies additional potential work and any out of scope services requested by client. May sell or introduce new services
Makes analytical projections and material conclusions for work conducted
Performs miscellaneous job-related duties as assigned
5+ years of experience in Consulting or US benefit consulting experience required
5+ years of experience in a HR consulting firm or related field

Health & Benefits Senior Consultant Resume Examples & Samples

Often leads actuarial work and financial discussions for active and retiree populations
Work with client to identify relevant cost measures
Understand and project savings/costs related to plan design or provider network changes
Set, and where appropriate review, health care budget rate for self-insured plans
Review active and retired employee contribution rate development
Perform IBNP reserve development
Work independently, often directing the efforts of others through project management
Apply actuarial judgment and learnings from one project to another
Develops strong client relationships through significant role in client meetings
Mentor and delegate work to other actuarial students as appropriate
Bachelor’s degree in Actuarial Science, Mathematics or Statistics, or related fields
ASA or new FSA
4-10 years actuarial work experience

Health & Benefits VP-actuary Resume Examples & Samples

Exhibit leadership in business judgment in anticipating client/project needs and developing alternative solutions
Form effective actuarial teams, share client background and goals, measure results, share ideas, identify process improvements, provide timely and regular coaching and feedback to team members
Lead all actuarial work on client teams, provide technical coaching to other team members, and provide ultimate sign-off on results
Act as strategic resource for Health & Benefits (H&B) consultants
People management experience or equivalent skills (depending on people management responsibilities)

Health & Benefits VP-actuary Resume Examples & Samples

Perform advanced financial and actuarial consulting; experience with broader client leadership a plus
Actively engage in peer review: have documents reviewed before going to client and review others to ensure high quality
Maintain knowledge of industry, market, and competition; anticipate external market trends, internal H&B needs and/or client needs
Extensive health and welfare consulting experience: 8+ years of industry experience (carrier or health care consulting)

Health & Benefits, Senior VP-actuary Resume Examples & Samples

12+ years of experience
Experienced ASA or FSA,
With in-depth technical and consulting skills,
Leading projects and overall client relationships,
Providing practice and/or thought leadership at a national level

Health & Benefits Local Practice Leader Omaha Resume Examples & Samples

Develop strategic plan for market/market group/client portfolio and local market needs
Identify cross practice opportunities
Design/Sell integrated solutions
Achieve financial results
Qualify/Address scope changes with associates/clients
Service client business as an Account Executive
Hire key talent
Bachelor's degree in relevant field

Health & Benefits Mid Level Actuary Resume Examples & Samples

Perform Health Care Reform valuation
Develop models to evaluate cost-saving scenarios
Good communication skills, both written and oral. Must be a highly motivated, customer service and team oriented individual
Ability to work under competing deadlines
Thorough knowledge of Microsoft Office Suite (Excel, Word and PowerPoint) is required
University or college degree (ie. Actuarial Sciences, Mathematics or Business) is preferred

Health & Benefits Senior Actuary Resume Examples & Samples

Perform advanced strategy and actuarial consulting to include the following: (Benefit strategy, Goal setting, Benchmarking, Plan design, Pricing strategy, Budget setting, Bid/selection projects)
Lead/facilitate complex client meetings to deliver measurable results
Contribute to the improvement of the practice (through national model development/maintenance, leading initiatives, etc.)

Health & Benefits VP Resume Examples & Samples

Consult with our clients at both the Benefits/HR manager level and at the C-suite level
Participate in client planning and client innovation discussions with client teams, and bring new ideas to retain clients and increase revenue
Manage projects to ensure quality and profitable delivery
Build working relationships with colleagues in other practices
Contribute to proposals and other selling efforts
Mentor less-experienced consultants
Follow key industry/market trends and technology to ensure the relevance and innovative approach of Aon Hewitt Health & Benefits solutions and capabilities
Define, refine, enhance and maintain delivery and operational processes around innovative solutions
Bachelor's degree in related disciplines or equivalent work experience
A minimum of 10 years of health and benefits experience
Prior consulting experience is required
Proficiency with software such as Adobe Acrobat, Microsoft Word, PowerPoint and Excel
Demonstrated organizational and project management skills
Demonstrated presentation and communication skills
Ability to partner with consultants and subject matter experts from other lines of business
Demonstrated experience with HR content area(s) a plus
Flexibility to travel (up to 20%-30% depending on client mix)
Experience working with mid & large market clients

Health & Benefits VP-elective Benefits Resume Examples & Samples

VP consultant will be partially billable and will drive technical solutions of all elective benefits solutions including design and enrollment
VP consultant will support procurement efforts and may lead some projects
VP consultant will have a Sales Assist goal to support the growth strategies of the Elective Benefits
10+ years of Elective Benefit experience,
Previous experience in a customer facing role
Knowledge of benefit plans and experience consulting on benefit options
High level of analytical thinking and the ability to make decisions based on sound business logic
Self motivator with little to no direct supervision
Advanced skills in Microsoft Excel and PowerPoint
Ability to travel up to 50%
Health, Life and Variable Annuities License, preferred

Health & Benefits VP-large Market Resume Examples & Samples

Consult with our clients at both the Benefits/HR manager level and at the C-suite level and drives client decision making
Partner with thought leaders to connect with client and design/delivery teams in other lines of business to create holistic outsourcing and consulting offers
Ideal candidate will have 10+ years of experience in the group health & benefits industry. Consulting or U.S. benefit consulting experience strongly preferred
Project management and strong analytical ability. Project management certification is a plus
Track record of building strong internal teams, mentoring/coaching colleagues and has the ability to partner with consultants and subject matter experts from other lines of business
Proficiency with software such as Microsoft Word, PowerPoint and Excel
Flexibility to travel (up to 10%-20% depending on client mix)
Bachelor’s degree (Business degree preferred) or equivalent work experience

Health & Benefits Resume Examples & Samples

Initiate and participate in new business opportunities for a wide range of small to mid-size clients, including the continued development of existing distribution channels within the various business segments of Aon Corporation
Work with local leadership to create and execute a successful business development strategy
Work with colleagues and in-house sales teams to lead or participate in the completion of requests for proposals/information in a timely, accurate and professional manner
Identify and capitalize on opportunities to expand market awareness, driving demand for consulting services, and increasing revenue of the Health & Benefits practice
Establish, cultivate and expand relationships with current and new clients
Proactively review client block and vet out new revenue opportunities
Identify opportunities related to customer needs and develop strategic methodology for solving problems
Ensure client satisfaction and improve quality of client service
Provide consulting services and senior analytical support to a wide range of small to mid-size clients
Provide analysis of clients’ financial and underwriting results, and other related group benefit projects
Provide technical advice/expertise for client projects (plan design, financial and underwriting review, flexible benefits pricing, insurance carrier reviews, etc.), including letters and reports
Develop strong understanding of all current and emerging solutions
Write / deliver client presentations/meetings/industry seminars that are well-prepared, powerful and persuasive
Provide guidance, mentoring and support to group benefit staff as they serve their clients, ensuring high standards of service
Minimum 3-5 - years of progressive experience in a group benefits consulting / insurance environment
University degree and completion of CEBS / FLMI / LOMA designation is preferred
Life Insurance License (LLQP) required or progressing toward the completion of the Life License
Demonstrate strong business development acumen
Demonstrated ability to lead business development activities and projects
Ability to employ exceptional internal relationship development skills in order to navigate within the firm
Proficiency in identifying and clarifying customer needs to develop solutions; clear understanding of how to develop new business by utilizing value or solution-based positioning
Ability to provide technical health and insurance expertise and act as an effective mentor, coach and role model for practice members
Must be persuasive, forward-thinking, progressive, energetic, and disciplined
Must have a positive attitude combined with a desire to contribute to the success of Aon
Thorough knowledge of Microsoft Office Suite – Word, Excel and PowerPoint
Local travel is required

Senior Consultant, Health & Benefits Resume Examples & Samples

Utilizing and developing existing sales channels including Aon affiliate companies, and creating leads for new Aon clients and / or introduction of Health and Benefits products and services for existing Aon clients
Working with Health and Benefits Practice Leader to create and executing a successful sales strategy
Actively participating in internal and external initiatives that will raise Aon’s and your personal profile in the business community
Writing / delivering client presentations/meetings/industry seminars that are well-prepared, powerful and persuasive
Identifying gaps between client needs and existing Aon services; proposing and developing service enhancements, adding to Aon’s product/service portfolio and intellectual capital
Establishing and using broad network of external contacts to gain market insight into client service expectations; sharing knowledge across the organization to enhance Aon’s ability to excel at client focus
Continually reviewing client accounts and relationships and recommending ways to enhance the value Aon brings to the client based on a deep understanding of the client’s business and insight into industry trends
Providing consulting services and senior analytical support to a wide range of mid to large clients
Providing analysis of clients’ financial and underwriting results and preparing reports and letters, and other related group benefit projects
Providing advanced technical advice / expertise to clients and to others inside the organization (plan design recommendations, costings, documentation, reviews, etc.) as necessary to advance business interests
Providing guidance, mentoring and support to group benefit staff as they serve their clients, ensuring high standards of service
Acting as a role model for technical excellence, ensuring adherence to technical, professional and ethical standards; and
Performing additional duties as assigned
Minimum of 7-10 years of direct experience in a consulting/ group benefit insurance environment
Strong technical expertise and the proven ability to remain current with respect to industry trends, provincial and federal legislative policies and changes
Demonstrated problem-solving and analytical skills in developing solutions for complex client / business issues
Ability to establish relationships at the senior management level with existing and prospective clients for purposes of understanding the short / long-term needs of clients, identifying business development opportunities and negotiating and closing consulting assignments
Demonstrated ability to lead business development activities, projects and cross-functional teams
Must have a positive attitude combined with a desire to contribute to the success of Aon; and
Thorough knowledge of Windows and Microsoft Office Suite (Word, Excel and PowerPoint) is required

Health & Benefits Consulting Downtown Toronto Resume Examples & Samples

Provide consulting services and strategic advice to a wide range of large clients
Lead business development efforts with client prospects
Manage projects as identified by Senior Leadership (e.g. Chief Innovation Officer, Chief Broking Officer)
Manage colleagues at the Consultant and Senior Consultant level
Act as a role model for the behaviours defined by the Aon Leadership Model
Recommend new approaches to work processes, and develop innovative approaches for broader teams for continuous process improvement
Actively participate in internal and external initiatives that will raise Aon's and your personal profile in the business community
Requires health and benefits consulting expertise, leadership skills, business and industry acumen, strategic thinking, client focus and team orientation
The successful candidate will hold a University degree; CEBS/FLMI/LOMA/FCIA designations would be an asset
Completion of Ontario Life License is required
Demonstrated ability to lead business development activities, large projects and cross-functional teams
Demonstrated problem-solving and analytical skills in developing solutions for complex client/business issues
Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services

Health & Benefits Local Practice Leader Resume Examples & Samples

Manage client retention
Maintain reputation as health care expert/thought leader
Seek out industry intelligence
Responsible for developing new business opportunities
Client facing experience at a consulting company, insurance company, brokerage in the Health and Benefits discipline

Health & Benefits Analyst Resume Examples & Samples

1-4 years of Health and Benefits experience
Experience consulting on benefit options, preferred
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Mid-market Health & Benefits Senior Consultant Resume Examples & Samples

Work follow up items assigned to you to resolution
Be responsible for all financial activities on client team
Review financial caveats, deviations and other notes in proposals, add appropriate notes to the client RFP results presentation
Assist in presenting results to client
Three plus of years health and benefits underwriting experience, preferably in consulting environment
Bachelor’s Degree in relevant discipline or equivalent experience

Associate VP, Health & Benefits Consulting Resume Examples & Samples

Provide consulting services and strategic advice to a wide range of mid- to large-sized clients
Establish and cultivate relationships with current and prospective clients, to position new opportunities that meet/exceed client expectations
Participate in business development efforts with client prospects
Participate in projects as identified by Senior Leadership (e.g. Chief Innovation Officer, Chief Broking Officer)
Manage colleagues at the Consultant and Analyst level
Identify gaps between client needs and existing Aon services; proposing and developing service enhancements, adding to Aon's products/service portfolio and intellectual capital
Independently identify and initiate activities to ensure client satisfaction and improve quality of client services resulting in new revenue opportunities
Establish strong working relationships internally with peers / team to collaborate and partner on issues
Ensure completion of work deliverables by positioning Aon's solutions to provide differentiated value/impact to current and new clients
Ensure results achieve defined quality standards and financial measures
Actively participate in internal and external initiatives that will raise Aon's and your personal profile in the business community; and
Write/deliver presentations/communications to clients, prospects or industry seminars that are well-prepared, powerful and persuasive
Minimum 12 years of progressive experience in a group benefits consulting / insurance environment
Requires health and benefits consulting expertise, business and industry acumen, strategic thinking, client focus and team orientation
Demonstrated ability to lead a large block of clients and large client teams
Ability to establish relationships at the executive level with existing and prospective clients for purposes of understanding the short/long term needs of clients, identifying business development opportunities and negotiating and closing consulting assignments
Proven ability to use knowledge, experience and network to contribute to the growth of other colleagues
Proven organization skills and the ability to effectively coordinate the delivery of projects and advisory services; and
Detail and results-oriented; able to balance multiple priorities and work under tight deadlines
Would be considered an asset for someone to have actuarial experience where post-retirement benefits and valuations work has been performed, combined with holding and or pursuing the fellowship with the Canadian Institute of Actuaries and the Society of Actuaries designation (i.e. FCIA and FSA)

Health & Benefits VP Resume Examples & Samples

Responsible for providing consulting services and guidance to large market clients
Reports to the Local Practice Leader
10+ years Health and Benefits background

Health & Benefits Intern Resume Examples & Samples

Employee benefit renewal and marketing process, including but not limited to
Receive benefit plan renewal and prepare information for client delivery
Review insurance proposals, compare vendors and evaluate cost
Gather client information for benchmarking purposes, organize data into a Power Point presentation and executive summary format
Gather information from clients for Affordable Care Act fee calculations, create impact analysis report and finalize deliverable
Review benefit plan financials, prepare executive summary and review with team lead
Update Willis Tower Watson data management systems with client and vendor information
Special projects as needed
Bachelor’s degree in progress
Course work in business, human resources or account/finance preferred but not required
Proficient with Microsoft Office Suite, particularly Excel and PowerPoint
Analytical abilities and detail oriented
Strong verbal and written communication skills – ability to convey complex concepts in layman’s terms
Self-directed and independent worker; ability to manage multiple tasks and priorities with good time management skills

Associate VP Health & Benefits Consulting Resume Examples & Samples

Participate as a member of our Health & Benefits (H&B) Innovation Steering Committee
Project manage innovation initiatives from start to finish
Work with subject matter experts to identify gaps between client needs and existing Aon services
Research industry trends and competitors to identify marketplace opportunities for Aon
Understand global Aon Health solutions and assess applicability to the Canadian market
Assist in recommending and prioritizing new product development, solutions of significant enhancements to existing solutions
Lead formal assessment process and business case development for innovation investments
Project manage development of new solutions working with a variety of internal stakeholders
Work with marketing, PR, sales, training & development and knowledge management teams to roll out new innovative solutions internally and externally
Retrospective evaluation of new offers including satisfaction, revenue generation and profitability
Collaborate with a variety of internal stakeholders on innovation initiatives, including
Bachelor’s degree in actuarial science, statistics, economics, or related field
Actuarial fellowship designation (FSA, FCIA or FIA) is a must
Strong health and benefits consulting expertise with highly developed industry acumen
At least 8-10 years of progressive experience in a group benefits consulting/insurance environment
Ability to supervise staff in various areas of responsibility
Exceptional technical expertise and the proven ability to remain current with industry trends, provincial and federal legislative policies and changes
Demonstrated ability to lead new product initiatives that drive business results
Ability to work with diverse groups of internal stakeholders to build solutions and drive results

Health & Benefits Resume Examples & Samples

Manages strategic client and vendor relationships
· Can be the Account Executive on larger complex accounts
· Is responsible to retain and grow business
· Responsible for overall day-to-day relationships and services delivered to assigned clients
· Is the point of contact for assigned clients and leads strategic discussions with clients
· Thinks strategically with practical application
· Uses results of analyses to drive client strategic and tactical direction
· Acts as trusted advisor to internal and external clients and colleagues
· Recognized as health and benefits content expert
· Considered a deep subject matter expert in health and benefits
· Demonstrates advanced health and benefits technical and onsultative skills/expertise
· Leads in the pursuit of new business; takes on lead role in finalist presentations; leverages relationships to grow business
· Identifies development opportunities for individuals which make the team better and improve the client experiences
· Has significant degree of autonomy in decision-making

Manager, Health Benefits Resume Examples & Samples

Plan Administration – Accountable for day to day administration of medical, dental, group life, supplemental life, LTD, vision, STD, and flexible spending account plans. Manage internal and external (vendors, carriers, consultants) relationships to assure timely quality and cost effective delivery of
Enrollment processes
Claims administration
Cost containment (pharmacy, network utilization and savings, medical management)
Vendor billing and invoices
Stop loss coordination
TPA audits
Benefits Delivery – Responsible for plan information/communication development and distribution (Intranet, support center, enrollment materials), and implementation of new vendors, services and programs. Manage enrollment and entire open enrollment process
Plan Analysis and Plan Design Changes - assist in plan analysis and recommend plan design changes. Assist with renewals, RFPs and vendor selection process
Plan Compliance – Responsible for legal compliance with applicable legislation, plan reporting (5500s, SARs), plan documents and SPDs
Training - Communicate and train benefits staff on new vendors/carriers, services, plan changes, and legislation

Health & Benefits Mid-market Leader Resume Examples & Samples

The primary focus for the H&B Mid-Market Leader will be on H&B Market P&L – i.e. revenue growth, direct H&B cost management, and profitability. In addition, working with H&B Large Market Leader to drive overall Market growth and profitability
Drives H&B’s growth and profitability in the mid-market client segment
Works collaboratively with H&B Large-Market Leader
Oversees assignment of all H&B mid-market resources across the LOB. Establishes and monitors best in class client service deliverables, processes and procedures to meet and exceed client expectations
Develops business plan and sales strategy for mid-market segment that ensures attainment of short- and long-term sales growth goals and profitability (aligned with region and geography goals)
Analyzes and predicts the competitive and market forces that will shape the future of the H&B business
Inspires commitment to and leads development and implementation of key practice initiatives that have long-term impact for H&B
Coordinates with H&B Large Market Leader, H&B Region Leader, H&B Producers, local H&B consultants, other LOBs and CRDs to develop prospect relationships and opportunities
Maintain a current knowledge of H&B intellectual capital
Demonstrates in depth knowledge of the employee benefits industry and current issues and is able to conduct an initial dialogue with targeted organizations to establish contacts, build a buyers map, and identify entry points to a more significant technical or strategic discussion
Demonstrates knowledge of the local marketplace, informed by data sources including Judy Diamond and FreeErisa, and is responsible for overseeing an accurate database of contacts and sales pipeline
Oversees mid-market talent pool pipeline within Market: Collaborates with Large Market Leader and Mid and Large Market Operations Leaders to develop and execute on strategic staffing plans, including all people processes (recruiting, deployment, performance management, development and engagement)
Oversees assignment of mid-market resources to projects/client teams across the LOB; including large market, specialty practices (full-time and rotational positions), and initiative staffing. Works with Operations Leader to ensure workload is redistributed to allow sufficient capacity and focus for new responsibilities and performance goals are updated accordingly
Provides regular coaching and mentoring to Producers to build motivation and selling skills
Minimum 10+ years’ experience

Health & Benefits IT Project Manager Resume Examples & Samples

Leverage shared services
Demonstrate and Educate as a Deep Subject Matter Expert (SME) in Project Management process and tools
Coach client team(s) on effective consulting for projects
Ability to work under tight deadlines managing multiple key business priorities
Project budgeting/costing expertise

Health & Benefits Absence Management Analyst Resume Examples & Samples

Participate in and assist our client teams with design and recommendations for time off, disability, leave, workers’ compensation and return to work policies, plans and administration
This individual would also be involved in leave and disability administration audits
Partners with the other subject matter exerts (Disability underwriters and Wellness experts, etc.) to deliver customized solutions for employers seeking assistance with time off, leaves of absence, disability and return to work programs and overall health and productivity
Ability to write reports, business correspondence, and procedure manuals tailoring them to the target audience
Excellent, written and oral communication skills, interpersonal skills, planning and organizational skills, negotiation skills, investigation and research skills
Ability to interpret information and think analytically to make decisions based on facts presented
Manage large numbers of documents
Manage large data sets, perform analysis to retrieve the critical information (really, really strong excel skills)
Extract information from documents to provide the basis for meaningful insights
Ability to work independently and collaboratively; to work with multiple virtual teams aligned by clients/projects
Ability to multi-task; supporting multiple clients/projects at various stages of completion
5+ years of absence management experience, preferably in leave/disability claims or employer administration arena
Benefits knowledge (2+ years’ experience)
Knowledge of FMLA (federal and state), Paid Sick Leave and ADAAA regulations and disability plan designs
Advanced skills using Microsoft Office applications
Organization skills and ability to meet individual and team goals in a timely manner

Health & Benefits Actuarial Analyst Resume Examples & Samples

Perform market reviews and benchmarks to meet the evolving business needs of our clients
Assist consultants with negotiating renewal ratings
Promoting good public relations by developing strong working relationships with clients and insurance company representatives
Maintaining an up-to-date knowledge of group systems, products and technology, while having a thorough understanding of how these relate to group insurance consulting
Participating in functional team activities which support the operations of the Health Strategies practice; and
Assist in analytic projects such as pooling risk simulations and drugs utilization reviews
Strong technical skills across Microsoft Office Suite, including Word, PowerPoint and Excel. Must have Advanced Excel proficiency; and

Health & Benefits Analyst Resume Examples & Samples

Assist with carrier negotiations (i.e., lead negotiations for smaller plans and assist in large plan negotiations)
Perform final accuracy review of plan information (rates/benefits) before being sent to client
Perform vendor management, including carrier follow-up, problem resolution, negotiations, etc
Conduct service area analysis and reporting, including: (GeoAcess analysis, Provider disruption analysis and Migration/election analysis)
Oversee the preparation of client documents, including preparation of initial results report based on RFP responses for the client
Coordinate implementation activities with client and vendor
Act as primary vendor contact
Manage data collection process, including data for pricing projects
Perform data analysis and basic financial analysis
Bachelors degree (or equivalent experience)
Life and Health License a plus
Communication skills (written and verbal)
Software skills (especially Excel, Microsoft Access desirable)
Benefits knowledge (2+ years experience)
Analytic skills (quantitative and qualitative)
Expanding project management activities
Experience using online tools and resources

Health & Benefits Analyst Resume Examples & Samples

Primary responsibilities of this position to include providing assistance to internal client teams in such areas as marketing support, legal compliance, client service issues, and interaction with carriers. Specific tasks could include
1 plus years group health and benefits experience, ideally with emphasis on financial matters (either in brokerage/consulting firm or comparable carrier experience)
Client Service Orientation - Ideal candidate would have worked at a health insurance company in an account management role

Health & Benefits Analyst / Consultant Resume Examples & Samples

Serve as a subject matter expert in the area of pharmacy benefits, developing knowledge on best practices and market trends, and contributing to the developments and enhancement of new and existing products and services
Serve as pharmacy finance expert, analyzing cost proposals during pharmacy RFP projects
Assist senior consultants with marketing and sales efforts and work directly with senior consultants on client projects (RFP, audit, benchmarking, etc.)
Develop client deliverables
Educate Health and Benefits colleagues on pharmacy products and services
Assist with consulting in the areas of: benefit and health care strategy, plan design, pricing strategy bid/selection projects, health plan management including vendor management, negotiations, problem resolution, and regional/local interface, audits, data analytics and innovation team initiatives
Perform project management
Act as project consultant on targeted client/prospects
Experience in pharmacy or health benefit consulting
Consulting and project management experience and business knowledge a plus for Analyst position and a requirement for Consultant position
Exceptional quantitative and analytical skills
Self-starter with the ability to work independently and as part of a team
Excellent Microsoft Office skills – Excel (advanced proficiency), Power Point, Access and Word

Health & Benefits Senior Consultant Resume Examples & Samples

Conducts studies, makes intermediate or final recommendations
1-2 years of experience in Consulting or US benefit consulting experience strongly preferred
5+ years of experience in a HR consulting firm or professional services firm

Health & Benefits Financial Consultant Resume Examples & Samples

Conduct ad-hoc projects as needed using appropriate resources (HCR modeling, plan changes, etc.)
Negotiate with carriers as directed on rates, designs and plan provisions
Develop executive summary on all key financial components of marketing and provide recommendations
Provide financial modeling as needed on opportunity
Participate in meeting presentations as requested
Provide cost estimates for TRP and PCORI to all self-funded clients at the applicable time
Three plus of years health and benefits underwriting experience, preferably in a consulting environment

Health & Benefits Large Market Account Executive Resume Examples & Samples

Manage and grow client relationships through excellent service and expanding the types of services delivered to the client
Work at a strategic level to understand the client’s business and to recognize the potential for integrated opportunities
Provide client leadership focused on broader business objectives
Exhibit thought leadership--understand and be able to articulate ideas to clients
Build relationships with clients across multiple levels of their organization
Exhibit leadership in business judgment in anticipating clients’ needs and developing alternative solutions
Think broadly about client issues and bring colleagues together from different areas of the business to develop holistic solutions
Lead/facilitate complex client meetings to measurable results
Encourage the use of new technology, ideas and methods when developing solutions
Form effective teams, share client background and goals, measure results, share ideas, identify process improvements, provide timely and regular coaching and feedback to team members
Identify and secure resources as appropriate; develop business plan and integrated work plan across practices
Drive team culture and embody Aon Leadership values
Ensure own work and work of junior colleagues is complete and thorough
Take responsibility for overall quality of services for entire client team
Manage the internal consulting team and take ownership of outcomes
Delegate responsibilities effectively; coach and mentor team members
Act as a strategic resource for consultants
Build relationships with Account Executives and team leads from other practices, particularly in administration, to drive to shared client objectives
Oversee vendor negotiations and provide technical coaching to other team members
Perform advanced strategy and design consulting to include the following
College degree (or equivalent experience)
Complex project management experience ideally in a consulting capacity
Demonstrated leadership skills and proven ability to build winning teams
Broad business knowledge and perspective
Ability and desire to operate in the C Suite
Large Market Health care experience (12+ years)
Consulting experience (6+ years)

Health & Benefits VP, Sales Lead Resume Examples & Samples

Responsible for local geography, Health & Benefits (H&B) New Business goal, as well as H&B new business budgeting process
Reports to Local H&B Practice Leader; dotted line to our Sales Organization
Responsible for managing the pipeline for Aon’s multiple H&B new business channels
Point person for attending initial prospect meetings and driving deals to close
Focused on closing new business deals to drive new logos for Aon
Manages new business process from qualifying leads – proposal process – pursuit strategy -
Assist /coach on presentations and finalist meetings through to client satisfaction on won business
Proactively manage the H&B sales channels to generate enthusiasm and interest in
Extensive health and welfare consulting experience: 6+ years H&B consulting experience
6+ years related work experience,
Sales or sales management experience or equivalent skills
Broad business knowledge/perspective – specific industry vertical experience a plus
Business development experience, including competitor and market knowledge
Strong presentation skills, both oral and written
Solution-based selling skills
Unmatched teams- broad leadership skills, ability to collaborate and work with others
Results- Sales results, understand what it takes to drive new business results
Client focus- a known presence in the marketplace, great presence / role model on client development skills
Values- plays well with others, humble, not focused on own agenda
Innovation– Bring the best of Aon to our clients, creative solutions to client issues

Health & Benefits Senior Consultant Resume Examples & Samples

· Mid-level ASA or new FSA, with more advanced technical and consulting skills, leads projects and client teams
· Often leads actuarial work and financial discussions
· Works independently, often directing the efforts of others through project management
· Begins to lead problem-solving and effective integration of solutions to problems
· Upon collection and manipulation of data, identifies and resolves inconsistencies
· Owns entire actuarial/financial meeting materials
· Has significant role in client meetings
· Explains actuarial methodology and results to clients, as well as potential alternatives
· Participates in strategic discussions with clients
· Anticipates and addresses client needs and team needs
· Provides input on client strategic direction
· Influences client decision making
· Develops strong client relationships
· Develops more advanced technical and consultative skills/expertise
· Analyzes and understands results of analysis
· Applies actuarial judgment and learnings from one project to another
· Individual contributor, manages projects and/or people
· Individual contributor who also leads, with some oversight from senior actuaries and consultants when necessary
· Identifies and secures resources as appropriate
· Leverages work and delegates as appropriate
· Ensures own work and work of junior colleagues is complete and thorough
· Contributes to expansion of current clients
· Contributes to new sales
· Involves others appropriately to address business needs and opportunities
· Manages or mentors, provide support, guidance and training to actuarial students
· Fosters a culture of teamwork and diversity
· Looks for ways to improve efficiency while maintaining quality
· Seeks ways to innovate
· Works on issues of diverse scope where analysis of situations or data requires evaluation of a variety of factors
· Able to develop conclusions from analyses and apply results to the organization’s business operations
· Demonstrates good judgment in selecting methods and techniques for obtaining solutions
· Decisions normally have impact on the functional area and on clients and/or other parts of the company
· Decisions are typically guided by functional practices, management precedents and professional standards
· Networks with senior internal and external personnel in own area of expertise
· Uses knowledge to provide consultative advice and recommendations within specific functional areas
· Makes exam progress and/or meets continuing education requirements
FSA/ASA (Fellow of the Society of Actuaries or Associate of the Society of Actuaries) designation required
Health and welfare consulting experience: 6+ years of industry experience (carrier or health care consulting)

Health & Benefits VP Resume Examples & Samples

Ten plus years Health and Benefits experience
Project management and strong analytical ability
Advanced level proficiency with Microsoft Office
Working knowledge of benefits and services offered and value to clients

Health & Benefits VP-large Market Resume Examples & Samples

Grow the client relationship through excellent service and expanding the types of services delivered to the client
Manage ongoing client relationship and internal consulting team
Twelve plus years Health and Benefits background
Six plus years of consulting experience
Client facing experience at a consulting company, insurance company, brokerage or in the Health and Benefits discipline
Complex project management experience
Proficiency with Microsoft Office tools

Health & Benefits VP, Actuarial Consultant Resume Examples & Samples

As appropriate, take leadership or supporting role in national Health & Benefit development initiatives (e.g., practice team focused on efficiency, quality, new product development, people strategies, etc.) and broader firm-wide initiatives (e.g., management effective assessment, cross LOB integration activities, etc.)
College degree required /Masters degree preferred
FSA or ASA (Fellow of the Society of Actuaries or Associate of the Society of Actuaries) designation required
Business development experience, including competitor and market knowledge a plus
Additional formal or informal responsibilities may include: people management or mentoring, business development

Health & Benefits, VP, Mid Market Resume Examples & Samples

Directly contributes to business development and market growth within assigned practice/market
Ideal candidate will have 7+ years of experience in the group health & benefits industry. Consulting or U.S. benefit consulting experience strongly preferred. Experience in mid market space (1,000-5,000)
Strong organizational skills. Ability to handle multiple projects at one time

Middle Market Health & Benefits Exchange VP-virtual Resume Examples & Samples

Maintain a thorough understanding of H&B businesses and the potential for integrated opportunities
Influence colleagues to work together effectively within/across business lines regionally & nationally
Increase efficiency, save cost and promote financial performance standards while maintaining delicate balance with client relationships
Mentor others; model continuous improvement; identify business trends to guides strategy development
Develop and communicate solutions to complex problems
A minimum of 10 years of health and benefits domain experience
Ten plus years of consulting experience in the health and benefits space
Ability and expertise to develop strategic sales strategies
Strong coaching skills
Demonstrated ability to follow through on initiatives
Collaborative approach
Develop and maintain valuable resource relationships
Health and benefits administration experience
Project management experience

Middle Market Health & Benefits Senior Consultant Resume Examples & Samples

Responsible for effectively managing client team deliverables
Specific job responsibilities include
Ideal candidate will have 5-7 years of experience in the group health and benefits industry
Advanced level proficiency in Microsoft Office with an emphasis on Excel and PowerPoint

Middle Market Health & Benefits VP Resume Examples & Samples

Experienced Consultant, with in-depth health and benefits knowledge, practical application and consulting skills, leads projects and overall client relationships, and demonstrates leadership skills
Serve as a Health & Benefits Account Executive for multiple clients and relationships
Lead client planning and client innovation discussions with client teams, and bring new ideas to retain clients and increase revenue
Manage projects to ensure quality and profitable delivery and have final responsibility for overall review of client deliverables
Assess the client's current benefit program, including review of financials and cost/utilization drivers, to develop tailored solutions and measurement criteria
Demonstrate strong partnerships with vendor community to support mutual efforts on behalf of our clients
Mentors, provide support, guidance and training to junior colleagues
Excellent communication (written and verbal) and presentation skills with the ability to give non-technical explanations of technical matters
Demonstrates advanced health and benefits technical and consultative skills/expertise
Values the roles and functions of teamwork in order to complete client projects. Works well with colleagues at all levels and is viewed as a team player

Senior Health & Benefits Analyst Resume Examples & Samples

Provide claims analyses, costings, projections, and periodic experience updates as required to assist in the financial management of clients’ insurance plans
Conduct underwriting analysis based on clients’ plan history and change in risk to negotiate the best insurance rates possible on their behalf
Perform market reviews and benchmarks to meet the evolving business needs of mid to large sized organizations
Valuations of post-retirement and post-employment benefits programs
Prepare accounting disclosures
Assisting consultants with negotiating renewal ratings
Maintaining a variety of Excel-based group benefit tools
Reviewing contracts, employee booklets and financial statements
Analyzing quotations and preparing specifications for seeking quotations
Assist in analytic projects such as pooling risk simulations and drugs utilization reviews; and
Participating in functional team activities which support the operations of the Health Strategies practice
Minimum of 3 - 5 years of relevant experience in a consulting/insurance environment working in group underwriting and group benefits departments preferred
Superior communication skills, both written and oral. Must be a highly motivated, customer service and team oriented individual
Ability to work under deadlines, and ability to work on several projects simultaneously is critical
Thorough knowledge of Windows, Microsoft Office Suite (Word, Excel and PowerPoint) is required; and
Would be considered an asset for someone to have actuarial experience or an actuarial education background where has exposure to post-retirement benefits and valuations work. Combined with completion of a SOA exam, and pursuing Associate designation with the Canadian Institute of Actuaries and the Society of Actuaries designation (i.e. ASA)

Senior Health & Benefits Consulting Actuary Resume Examples & Samples

Provide actuarial client leadership on targeted clients/prospects focusing on broader business objectives such as: (Take ownership of outcomes, Delegate responsibilities effectively; coach and mentor team members, Build relationships with clients, Understand clients' business, Analyze scoping needs)
Exhibit thought leadership for H&B--understand and be able to articulate H&B's Point of View to clients
Additional formal or informal responsibilities may include: (People management or mentoring, Business development results, Workflow Management--staffing planning, Technical expertise, Understanding of Aon Hewitt business and direction)
Actively engage in peer review: have documents reviewed before going to client and review others’ documents
Candidate must have a FSA/ASA (Fellow of the Society of Actuaries or Associate of the Society of Actuaries) designation
8+ years of health care industry experience (carrier or consulting)

Senior VP-health & Benefits Actuary Resume Examples & Samples

Leveraged role focused on delivering high quality consulting and actuarial work to clients, leading to maintenance and growth of the client portfolio
Serve as lead or supporting financial expert in client meetings
College degree/masters degree preferred

Mid-market Exchange Health & Benefits Sales Lead Resume Examples & Samples

Works on complex and unique issues requiring deep proficiency of Private Health Exchange and Benefits Administration technology
Develops and implements annual sales operation plans consistent with objectives set by the H&B National practice level
Leads sales activities for Mid-Market Exchange/Bundled Benefits Administration for the U.S
Attainment of Mid-Market Exchange/Bundled Benefits Administration sales goal for the U.S
Channel management strategy, execution & coaching, to encompass Mid-Market Exchange/Bundled Benefits Administration for new and expanded sales
Channel conflict resolution
Coordination & execution of marketing events and sales follow-up action plans in close collaboration with Marketing personnel
Administration of H&B Sales Operations, including
Sales goal setting & allocation
Pipeline analysis and reporting
Sales credit allocations
Point person for resourcing initial prospect meetings/closing details
Leverage distribution channels for new logos
Point person for unsolicited proposals
Manage opportunities through the proposal process
Assist/coach on presentations and finalist meetings
Conduct post mortem on wins/losses—competitor information
Pipeline management across all distribution channels
Minimum of 10 years of related sales experience within the employee benefits space
Maintains a thorough understanding of H&B businesses and the potential for integrated opportunities Encourages the use of new technology, ideas and methods when developing solutions
Influences colleagues to work together effectively within and across business lines nationally, regionally, and globally
Targets new and existing clients with values-based solutions
Maintains a thorough understanding of H&B businesses and the potential for integrated opportunities
Ability to travel in the U.S frequently

Health & Benefits Integrated Practice Leader Resume Examples & Samples

The primary focus for the H&B Integrated Practice Leader is revenue growth, direct H&B cost management, and profitability for Columbus and Cincinnati, OH
Drives H&B’s growth and profitability
Creates sales strategy for the Market
Oversees assignment of all H&B market resources across the LOB. Establishes and monitors best in class client service deliverables, processes and procedures to meet and exceed client expectations
Develops business plan and sales strategy for H&B that ensures attainment of short- and long-term sales growth goals and profitability (aligned with region and geography goals)
Proactively plans and participates in cross-selling and multi-LOB business development opportunities
Leads strategic efforts that define new opportunities for achieving competitive advantage
Coordinates with H&B Region Leader, H&B Producers, local H&B consultants, other LOBs and CRDs to develop prospect relationships and opportunities
Personally develops own opportunities, determines pursuit strategy, participates in the sale and closing of the deal
Demonstrates knowledge of the local marketplace, informed by data sources, and is responsible for overseeing an accurate database of contacts and sales pipeline
Oversees talent pool pipeline within Market: Collaborates with Operations Leaders to develop and execute on strategic staffing plans, including all people processes (recruiting, deployment, performance management, development and engagement)
Oversees assignment of resources to projects/client teams across the LOB; including specialty practices (full-time and rotational positions), and initiative staffing. Works with Operations Leader to ensure workload is redistributed to allow sufficient capacity and focus for new responsibilities and performance goals are updated accordingly
Participates in recruiting, hiring and onboarding of H&B Producers
BS/BA Degree
Advance Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) claim resolution, specifically including

Manager, Financial Health Benefits Resume Examples & Samples

Act as a Subject Matter Expert for 401(k), Employee Stock Purchase Plans, and Tuition Reimbursement program
Manage weekly reconciliation and funding processes for multiple 401(k) plans
Manage weekly reconciliation and quarterly stock purchases for Employee Stock Purchase Plan
Recommends efficiencies related to plan design and process
Develops, maintains, and manages detailed project plans, action item registers, and major milestone timelines for all assigned projects. Creates and maintains process workflow documents to support business needs
Manages all assigned projects to completion ensuring on-time delivery, meeting of budgetary demands, and maintenance of overall project ownership
Facilitates, leads, or contributes to project meetings
Acts as a single point of contact for plans under purview and projects. Maintains communication with stakeholders
Addresses problems through risk management and contingency planning and presents solutions and/or options to executive management. Ensures effective implementation of solutions/changes
Consistently exercises independent judgment and discretion in matters of significance
Regular, consistent and punctual attendance. Must be able to worknights and weekends, variable schedule(s) as necessary
Ability to manage multiple projects to successful completion simultaneously
Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines
Working knowledge of financial and retirement benefits
Strong communication and presentation skills both written and oral including the ability to lead conference calls with C-suite professionals and draft comprehensible and grammatically correct written reports
Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company
Working knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management
Proficiency with Word, Excel, and PowerPoint
Flexibility to travel, as needed
Bachelor's Degree or Equivalent
Generally requires 6-9 years related experience

Health & Benefits Resume Examples & Samples

Highly leveraged by retaining existing clients, extending and expanding current clients and adding new clients
Leverage Health & Benefits expertise to other Aon practices to expand client relationships for ongoing work and new business opportunities
Coordinate work with others to develop and execute strategic business plan
Promote national Health & Benefits efforts in order to leverage Health & Benefits solutions internally and maximize efficiency, quality and profitability
Focus on financial results by setting and achieving recovery rates, qualifying and addressing scope changes with associates and client, managing invoice and A/R and managing client retention
Begin to be known as a thought leader in health care market. National resource for other Health & Benefits consultants. Establish self as broad health care expert in market through speaking opportunities, media interviews, articles, etc
Exhibit leadership and business judgment in anticipating external market trends, internal Health & Benefits needs, and/or client needs and develop solutions
Maintain knowledge of industry, market, and competition; have a solid understanding of competitors. Anticipate external market trends, internal Health & Benefits needs and/or client needs. Use this knowledge to develop compelling offers and alternative solutions
As appropriate, take leadership role in national Health & Benefits development initiatives (e.g., practice team focused on efficiency, quality, new product development, people strategies, etc.) and broader firm wide initiatives (e.g., management effective assessment, cross Lines Of Business integration activities, etc.)Ensure implementation and execution of key Health & Benefits initiatives
Act as Manager Of Managers, directly managing managers and indirectly a team of associates, managing staffing, performance, pay, etc. and/or lead a group of associates on a client team(s), providing coaching, mentoring quality assurance, workflow, team communications, etc
Be keenly aware of cultural differences both internally and with clients. Builds the appropriate relationships, teams and systems to integrate and maximize these differences
Extensive health and welfare consulting experience
12+ years related work experience, 8+ years Health & Welfare consulting experience
Project/client management experience
Financial management experience

Health & Benefits Analyst / Consultant Resume Examples & Samples

RFP review & preparation
Summary Plan Descriptions and contract compliance
Contract review and benefit comparisons
Customer service & client communications
Custom & ad hoc reporting
Proposal & report preparation and presentation
Manages Carrier/client relations on day to day activity level
Works individually or with other consultants to finalize projects, and monitors own time spent compared to project budget
Resolves client issues at appropriate levels and informs other team members of pertinent issues
Coordinate meetings and takes notes, monitors and executes deliverables and accountabilities based on project scope and statement of work
Takes ownership of work and is accountable for its completion and accuracy; can problem solve and make effective decisions
Assists with client proposals, presentations, management reporting, and overall peer review of all work
Manages client open items list and responds to client requests and ad-hoc reporting requests as needed
Asks questions of team members to improve understanding of clients' needs
3+ years group health and benefits experience, US benefit consulting experience preferred
Strong proficiency in MS Excel and PowerPoint

Senior Health & Benefits Consulting Analyst Resume Examples & Samples

Gather benchmarking, utilization or rate data from the vendors via a Request for Proposal (RFP) and interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client
Gather and analyze data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups. Results are used as part of client renewal and budget meetings
Gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis
Gather data from the client and current vendors needed for analyzing the impact of a client's consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team
Understand vendor/carrier markets, more advanced underwriting and financial skills, Health & Benefit products, services and technical tools by participating in training courses, online learning, or through learning from more experienced colleagues
Required to obtain and maintain appropriate licenses as required by state regulations and Mercer policies

Health & Benefits Analyst Resume Examples & Samples

Cost projections and vendor renewal workups – gather data from the client and vendors to populate Excel spreadsheets used for developing cost projections and evaluation of vendor renewal workups; results are used as part of client renewal and budget meetings
Tracking claims experience – gather data from client and vendors and check for reasonableness using independent judgment; analyze actual versus expected healthcare costs using an Excel template; results are typically sent to clients on a monthly or quarterly basis
Plan design consolidation – gather data from the client and current vendors needed for analyzing the impact of a client’s consolidation of its healthcare plans; typically involves organizing and summarizing plan design details and costs in Excel for further analysis by the team; responsibilities also include checking data for reasonableness and follow-up with vendors regarding missing or inaccurate data
Managing the quality and timeliness of client deliverables
Helping to develop budgets and billing reports
Delegating to and reviewing project work of more junior colleagues
Assisting with the preparation and delivery of clear and concise client-friendly communications

Health & Benefits Centralized Operations Analyst Resume Examples & Samples

Complete ongoing file processing and transmission of complex/custom outbound files while maintaining strict adherence to file processing procedures and escalations protocols
Responsibilities include but are not limited to: running the jobs, conducting peer review where necessary, researching exceptions, making corrections in administration system, tracking metrics as needed, file archiving as needed
Conduct file transmission troubleshooting and error resolution. Conduct root cause analysis to research, resolve and follow-up on complex file issues identified. Ability to train, transfer knowledge and explain root cause to internal and external business partners. Identify trends and patterns in file discrepancies
Serve as the key resource for day-to-day file issues and escalations.Maintain/Update Ongoing Tools/Databases utilized for outbound file processing tracking
Serve as a subject matter expert on the client’s carrier plans and procedures; with the ability to interpret, understand and execute the client’s carrier plans and procedures. Support Open Enrollment activities, including but not limited to: project plan tasks, testing, production validation, dual year processing, etc
Serve as project manager for file programming change, including but not limited to: requirements gathering, testing, post-production validation
Support Open Enrollment activities, including but not limited to: project plan tasks, testing, production validation, dual year processing, etc
Act as Liaison to internal Client Service Teams to support ongoing delivery and contractual agreements
BA/BS preferred
1-3 years experience preferred or equivalent industry experience
Experience in specific domains of HR administration (Benefits, Pension Plans and Healthcare & Group Benefits) is preferred
Proficient with Microsoft Access and Word
Ability to work within a team environment
Knowledge of SQL is a plus, as this position will require regular use of SQL to research issues and big develop solutions
Strong teamwork skills combined with the ability to work independently with minimal supervision
Additional CEBS coursework preferred

Employee Health & Benefits Summer Intern Resume Examples & Samples

Develop an awareness of the insurance vendor marketplace, plan designs, and industry trends and influencing factors (i.e. health care costs, the renewal process, etc)
Collect and assist in the analysis of health care claims and utilization data
Assist senior consultants in the review and analysis of client’s benefit program strategies
Help write and structure client communications, including proposals, reports, spreadsheets and presentations
Develop project management and consulting skills
Fully matriculated student with Junior class standing, progressing towards a bachelor’s degree in business, math, statistics, economics, health policy or related liberal arts major
Minimum GPA of 3.0/4.0
Strong analytical, mathematical skills and excellent work ethic
Proficiency using Microsoft office – Word, Excel, PowerPoint
Strong business acumen paired with intellectual curiosity

Employee Health & Benefits Summer Intern Resume Examples & Samples

Collection and analysis of health care claims and utilization data including cost projections and evaluations
Assist in the Request For Proposal (RFP) process on behalf of a clients
Assist senior consultants to review client needs, suitable approaches and implementation strategies
Model employee benefits contributions to meet employer objectives
Help prepare and write client communications, including reports, spreadsheets and presentations

Employee Health & Benefits Consulting Analyst Resume Examples & Samples

Assist senior consultants with reviewing client needs, recommending suitable approaches, and helping implement benefit program strategies
Collect, analyze, and interpret health care data for reporting to the client
Develop an awareness of the insurance vendor marketplace, plan designs, health care cost factors, and the renewal process for health and group benefit programs
Coordinate the Request for Proposal (RFP) process on behalf of a client
Help write and structure client communications, including proposals, reports, spreadsheets, and presentations
Strong analytical, mathematical and project management skills
Ability to work at a fast pace, independently or in a team environment
Capacity to multitask, manage competing priorities with strong time management skills
Proficiency using Microsoft Office — Word, Excel, and PowerPoint
A bachelor’s degree: in business, math, statistics, economics, public health or a related major

Employee Health & Benefits Actuarial Analyst Resume Examples & Samples

Develop employee contribution strategies to meet employer cost objectives
Price medical and prescription drug plan designs using proprietary Mercer tools
Analyze vendor renewals and plan experience and estimate future plan costs
Develop basic underwriting and actuarial skills as you build an awareness of health care plan design, cost factors, and the renewal process as well as industry products, services, and tools, including Mercer EH&B products, the vendor/insurance carrier market, and budget setting, rate setting, and evaluation
Superior analytical, mathematical and project management skills
Excellent organizational, interpersonal, verbal, and written communication skills
High degree of self-direction and ability to work on teams or independently
A commitment to achieving a Society of Actuaries (SOA) designation as demonstrated by having successfully passed at least one SOA exam or other related professional certification
Strong command of Microsoft Excel
A bachelor’s degree in actuarial science, math, statistics, economics, business, finance, or other related field

Employee Health & Benefits Actuarial Consultant Resume Examples & Samples

Oversee the financial analysis work of more junior analysts providing technical peer review as well as input with respect to actuarial assumptions
Begin to manage an actuarial projects from start to finish
Develop budgets and billing reports
Gather necessary data from the vendor or client; review to ensure it is complete, accurate and reasonable; and prepare data in a particular template or format for use in basic or advanced financial analyses or valuations. May review more junior analysts' work

Health & Benefits Actuarial Consultant Resume Examples & Samples

Price and evaluation of consumerism plans (high deductible health plans with provisions to create greater consumer awareness) using Mercer's internal pricing model to compare designs; results are typically presented to client as part of a strategy or plan design discussion
Project retiree medical costs by entering the client's retiree cost and enrollment data for both pre-Medicare and post-Medicare; results are used by Retirement to develop retiree medical liabilities used by the client and their auditors for accounting purposes
Develop employee contributions scenarios by entering current employee medical contribution data into an Excel spreadsheet and project contributions to the next plan year, taking into account the cost-sharing goals of the client

Senior Health & Benefits Actuarial Consultant Resume Examples & Samples

Develop sophisticated benefits design and renewal strategies and drive the development of tools and solutions to address complex client issues
Communicate Mercer's position on latest industry trends to clients
Use appropriate Mercer tools in the development and execution of client strategy
Manage projects from start to finish including: managing the quality and timeliness of client deliverables, developing budgets and billing reports, acting as the senior client contact for financial work, preparing and delivering clear and concise client-friendly communications, and participating in the development and expansion of client relationships
Contribute to Mercer's development of intellectual capital and leading edge analysis
Participate in national AFG and product development efforts and lead market based initiatives
Act as a technical leader and resource within the office and market and provide triage for technical client issues within their office and market
Identifying strategic opportunities to reduce short-term and long-term costs and cost volatility for clients and prospects
BA/BS degree
10-25 years experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges. Management experience is a must
Proven management skills in leading large, complex projects and managing actuarial colleagues

Sales Professional, Health & Benefits Resume Examples & Samples

Responsible for selling Health and Benefits to large and mid market clients, as well as Retirement, Investment and Talent solutions
Identify, qualify and sell new client engagements with target organizations to achieve or exceed annual produced revenue goal (revenue from a sold engagement), focusing on
5+ years of sales experience with expertise in the sale of Defined Benefit (DB), Defined Contribution (DC), and/or Health & BenefitsH&B) services to large and mid-market clients
Proven track record of successfully working in a Benefits sales environment with experience prospecting, negotiating, and closing sales pursuits
Excellent selling and sales strategy skills, including the ability to close opportunities
Ability to determine prospective business opportunities
Ability to sell value
Experience in development, negotiation and administration of long-term contracts
Ability to manage, large, complex sales and long sales cycles
Successful business to business sales experience (professional services preferred)
Demonstrated by the ability to interact at the most senior levels of a client organization
Ability to work both independently (initiate/qualify prospects) and as a member of a team (developing proposed solutions)
Extensive communications skills (written, verbal and presentation skills)
Very Strong organization and time management capabilities
Ability to learn, understand and champion Mercer sales processes (Miller Heiman), sales campaigns, and tools (including M-Power)
Demonstrate appropriate & professional conduct and appearance
Ability to learn, understand and apply the Mercer value proposition
Ability to learn and understand Mercer’s business and other lines of business within the company
Ability to quickly learn and develop understanding of multiple industries
Ability to engage in client-focused critical thinking
Required to obtain and maintain appropriate licenses, as required by Mercer policies and Provincial regulations

Health & Benefits Sales Professional Resume Examples & Samples

Unearthing hidden client needs
Building relationships with senior business leaders
Implementing ambitious sales strategies
Developing new revenue streams
Form strong personal relationships with decision-makers in our target markets across the South East of England, mainly larger mid-market and FTSE 350 and equivalent organisations
Generate new revenue for our Employee Health & Benefits consulting business by identifying, managing and converting sales opportunities
Contribute to all aspects of marketing and business development initiatives
Lead experienced client pitch teams to convert opportunities into revenue
Achieve agreed sales targets and personal deliverables
Challenge and test the sales approach
Increase the professional reputation of the sales team
Related business experience
Sales skills
Ability to question and probe very effectively around technical areas
Independent and self motivated
Exceptional communication and influencing skills at c-suite level

Health & Benefits LAD Consultant Resume Examples & Samples

Analyze client data to support RFPs, renewal analysis and financial reporting. Work will involve use of Mercer’s underwriting models and tools to underwrite insured life and disability plans and to provide experience reports on insured and self funded plans
Manage ad-hoc client and consultant requests including problem-solving on financial, administrative and operations issues
Participate as a member of the consulting team in developing life, absence and disability client strategies
Collect and interpret benchmark data and present to client
Delegate to and review project work of more junior colleagues
Understand life, absence and disability 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
At least five years of industry related experience

Health & Benefits Analyst Resume Examples & Samples

Support Mercer Marketplace pharmacy projects including product review, financial assessments, implementations, plan design analyses and financial projections, pharmacy renewals, benchmarking, pharmacy benefit marketing and diagnostic reports, vendor and performance management. Projects would be led by Mercer Marketplace senior pharmacy consultant. Work with MMx consultants and pharmacy team to evaluate carve out PBM opportunities for clients through financial and disruption analyses, confirm standard plan design riders and clinical bundles, and implement programs prior to effective date. Support similar analyses in client renewals
Prepare client ready deliverables for senior peer review and present to clients. Prepare, seek peer review for, and deliver client ready PBM and product deliverables to MMx clients along with MMx Consultants
Interact with members of the Mercer Marketplace and Managed Pharmacy Practice (MPP) client teams. Work closely with and leverage subject matter expertise of members of Mercer’s Managed Pharmacy team. Attend MPP trainings, both internal and carrier provided. In addition, utilize MPP team for thorough peer review, oversight, and escalations, as necessary
BA/BS degree in math, statistics, economics, business, finance or liberal arts
2-3 Yrs. experience working either at a Pharmacy Benefit Manager or in Pharmacy Benefit Management consulting a plus
Superior analytical and mathematical skills; strong command of Excel

Health & Benefits Senior Actuarial Analyst Resume Examples & Samples

Provide financial analysis for more complex and/or larger clients, including more in-depth analysis for complex situations that require additional research or discussion with Mercer subject matter experts. For less complex and involved work, this oversees the analysis of more junior staff
Price and evaluate consumerism plans (high deductible health plans with provisions to create greater consumer awareness) using Mercer's internal pricing model to compare designs; results are typically presented to client as part of a strategy or plan design discussion
Mentor and train more junior staff on the above

Health & Benefits Consulting Analyst Resume Examples & Samples

Provide financial, contract and/or administrative analysis, and manage portions of projects, including reviewing the work of lower level analysts
Interpret benchmark data and present to client
Manage the quality and timeliness of client deliverables
Participate in client calls and meetings as appropriate
Understand more advanced underwriting and financial skills, Health & Benefit products, services and technical tools, and intranet resources such as H&B MercerLink by participating in training courses, online learning, or through learning from more experienced colleagues
Delegate data entry to more junior colleagues and review for accuracy and reasonableness; provide data template (Excel) where necessary; conduct data entry in cases where no lower level analysts are available

Health & Benefits Actuarial Consultant Resume Examples & Samples

Manage different projects (renewal, request for proposals, redesign, program implementation, financial projections, etc.) from start to finish
Ensure the quality of deliverables and respect of timelines
Develop budgets and prepare invoices
Act as the client’s primary contact for the work and preparation/delivery of results
Act as an intermediary between clients and insurers
Provide expert advice and strategic support for project management
Work with Mercer subject matter experts to help clients with complex situations that require additional research or discussion
Delegate and oversee the work of more junior team members
BA degree in actuarial science or equivalent
Fellow or Associate of the Society of Actuaries
More than ten years of relevant experience in group insurance
Understanding of employee benefit plans and current healthcare issues
Ability to work in and lead project teams
Bilingual (English/French) - required
Strong organizational and prioritization skills, initiative and proactive attitude

Health & Benefits Consulting Analyst Resume Examples & Samples

Support financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, and employee contribution modeling
Maintain annual renewal reports, monthly reports and quarterly reports, which includes providing monthly reporting of client and carrier information
Calculate and develop Incurred But Not Reported (“IBNR”) reserves, underwriting projections, rate development, actuarial plan impact, Pharmacy Benefit Management analysis, and claims repricing analysis
Support Renewal/Marketing Process including but not limited to
Pre-renewal analysis and gathering of pertinent underwriting information for account specific projects
Prepares exhibits and illustrations used to develop various financial strategies for employer groups
Prepare proposal data into Willis Towers Watson's format for presentation to clients making recommendations
Maintains client specific models to assist in the economic analysis of market alternatives
Prepares the financial exhibits and commentary for client presentations, supports the new business and renewal quoting process for the team
Maintain relationships with Manager- and Director-level personnel (Director-HR, etc.)
Support client retention ratio at or above the targeted goal
Understand and articulate to clients the Willis Towers Watson Human Capital Benefits (HCB) Value Proposition and Human Capital Benefits (HCB) Products and Services in order to support new business
Understand clients’ needs and identify products and services to support needs
Comply with internal compliance standards and documentation protocol
All other duties and project work as assigned
Life & Health license
Five or more years of analytical work related to insurance and/or employee benefits programs
Underwriting experience
Proficiency with Microsoft Word, PowerPoint
Strong Microsoft Excel skills
Intermediate knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following
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, including intermediate knowledge of PPACA
Life (term, permanent, etc.), LTD, STD, and state-required disability plans

Health & Benefits Resume Examples & Samples

Grow revenue and increases market share within the Region
Develop Region-wide strategies to improve client acquisition, satisfaction and retention
Work with Region leadership (direct reports and support staff), establish Region-wide implementation plan for H&B Consulting Practice strategies and initiatives
Monitor colleague engagement and establish action plans to proactively address talent opportunities
Network with external senior talent across the industry to deepen succession plans and strengthen the practice
Focus on leadership development by serving as a teacher and coach to direct reports and other high potential talent
Keep a pulse on emerging business opportunities and partners with Innovation Leader to evaluate the potential to implement new service offerings
Work with other H&B Leaders to better understand our customers’ current and future challenges and uses that information to explore potential solutions
Proactively build strategic external partnerships and leverage relationships to fulfill client needs
Partner with In-Practice and U.S. Sales & Accounts as well as ARS and other sales channels to implement strategies to acquire new clients and grow with existing clients
15 years of relevant work experience
Knowledgeable of Health and Benefits products, services and solutions
Proficient knowledge of Microsoft Office Suite
Ability to travel (from 50-75%)

Health & Benefits Medical Director Resume Examples & Samples

Thought Leadership: In collaboration with other clinically trained colleagues on the Innovation team, develop and articulate consulting points of view on existing and emerging health care topics; work with Innovation team resources to develop revenue-generating consulting solutions that align with our organizational point of view
Client Consulting: Lead clinical health strategy and execution consulting assignments for clients, working with other subject matter experts and the generalist H&B client team to meet the needs of the client in an efficient and effective manner; this role not only coaches and directs work done by others but also is actively involved in the analysis and presentation to the client
Data Analytics: working in collaboration with our Innovation/Health Transformation Team and our Innovation/Data Forensics team, provide insights and actionable observations about a client’s health data; this may take the form of ad hoc projects for clients as well as completion of the analysis as part of one of our standard diagnostic analytics models
Business Development: Participate in business development meetings with existing clients and prospects; be knowledgeable about our broad capabilities in H&B and Innovation specifically, and be able to translate one’s own subject matter expertise into a value proposition that compels an employer to engage Aon as their consultant
Knowledge Sharing: help raise the collective intellect of the H&B consulting practice through a regular cadence of sharing of articles, observations on market trends, leadership on practice webcasts, etc
Talent Development: whether directly managing other colleagues or not, this role is a senior leadership position and is expected to lead by example and follow the Aon Leadership Model. In particular, this colleague needs to serve as a role model for giving and receiving feedback from colleagues in real time after client and internal meetings
Building Aon’s Global Health Business: while this role is based in the US H&B consulting practice, over time we expect this colleague to be actively involved in solution development and point of view clarification across Aon’s health business. In the US, this includes consulting, benefits administration, exchanges, point solutions, and delivery system transformation. Outside the US, this includes global wellbeing, health/absence/workers compensation, and health broking
12+ years of health care industry experience (combination of private practice, carrier, employer or consulting)
People management experience or equivalent skills desired but not required

Health & Benefits Resume Examples & Samples

Develop, drive, and execute firm wide clinical, health improvement, and measurement consulting strategy
Work with the overall lead of Clinical, Health Improvement, and Measurement to establish and articulate Aon Hewitt's vision and strategy
Collaborate with internal and external resources to identify critical product/tool/offer development needs in the clinical, health improvement, and measurement areas
Ensure that all products/tools/offers align with and support Aon Hewitt's clinical, health improvement, and measurement point of view
Translate theories and ideas into clear and actionable offers, tools, and approaches that can be deployed by our clients
Leverage appropriate resources across markets, regions, and business groups
Utilize broad health care experience to anticipate market trends, internal needs, and client needs
Work closely with Health Transformation leaders to support the strategic direction of the business
Provide thought leadership around the development of specific clinical, health improvement, and measurement approaches, products, tools, and offers
Create scalable solutions that address health improvement and benefit strategies with the power of data analytics to provide evidence-based health solutions for clients that improve health and productivity while positively impacting the bottom line
Utilize Aon Hewitt's established clinical, health improvement, and measurement point of view and strategy as the basis for assessing the commercial potential of new approaches, products, tools, and offers
Identify and establish internal and external partnerships that can promote Health Transformation's strategic direction and product development
Collaborate with Health Transformation business and clinical leaders to establish appropriate marketing approaches
Coordinate with Delivery team to establish approaches for disseminating point-of-view, process, tools, and services to markets
Communicate Aon Hewitt's clinical, health improvement, and measurement strategy, vision, and point-of-view internally and externally (clients, vendors, media)
Engage in strategic discussions with clients
Communicate strategy, vision, and point-of-view through the marketing of new products, tools, and offers through articles, interviews, white papers, and speaking engagements
Minimum of seven years of health industry and/or consulting experience
Demonstrated client, people, and business leadership
Demonstrated experience in the development and delivery of new products and offers
Deep health care knowledge, including strong knowledge of the health market and industry, plans, vendors, special interest groups, professional organizations
Knowledge and application of clinical, non-clinical and business measurement
Proven track record of successfully developing a consulting approach, creating the expert team, and disseminating out to market consultants
Strong people management skills
Broad-base thinker with solid understanding of the overall approach to population health for employers

Health & Benefits, VP-actuary Resume Examples & Samples

Leveraged role focused on delivery high quality consulting and actuarial work to clients, leading to maintenance and growth of the client portfolio
Lead and/or support actuarial team and provide technical coaching to other team members and actuarial students
Leverage expertise locally to other actuaries, actuarial students, and other H&B consultants
Project/client/financial management experience
Broad business knowledge/perspective
Additional formal or informal responsibilities may include: People management or mentoring, Business development

Health & Benefits Operations Analyst Resume Examples & Samples

Deliver on key objectives, including data analysis communication support and reporting
Identifying and executing process improvements that lead to year-over-year efficiencies in his or her particular work areas
Support strategic functional areas to help ensure that the business effectively meets and exceeds its goals surrounding financials, clients, and colleagues
1-3 Years of work experience
Strong technical skills, including Microsoft Outlook, Word, PowerPoint, and Excel

Health & Benefits Consulting Actuary Resume Examples & Samples

Assist in strategy development and costing of scenarios related to strategy discussions
Set, and where appropriate review, health care budget rate for self-insured plans; present results to client teams and clients
Value retiree plans for purposes of complying with Medicare Part D regulations
Perform FAS 106 assumption development
Drafting reports and correspondence
Promoting good public relations by developing strong working relationships with clients, and insurance company representatives; and
Commitment to professional development and working towards the successful completion of the Fellowship of Society of Actuaries (FSA) designation
Solicit actuarial review where appropriate
Candidate should have at least 4+ exams completed. Near ASA, ASA/FSA designations a plus
3-7 years healthcare industry experience in a Human Resources Consulting firm, Outsourcing firm, Broker or Health Insurance Carrier
A superior ability in mathematics and financial analysis, and demonstrated experience using financial spreadsheet programs

Health & Benefits Resume Examples & Samples

Serve as a subject matter expert in the area of health transformation, developing knowledge on best practices and market trends, and contributing to the developments and enhancement of new and existing products and services
Assist consultants with benchmarking and industry research
Assist consultants with marketing and sales efforts
Educate colleagues on Health Transformation projects, products and services
Act as project consultant on targeted client/prospects including data analysis, strategy design and development, vendor selection and implementation, measurement and engagement/communication approach
Take initiative on building internal and external relationships
Provide thought leadership around the development of specific clinical, health improvement, and measurement approaches, products, and tools
Communicate strategy, vision, and point-of-view through the marketing of new products, tools, and offers through articles, interviews, white papers, and speaking engagements internally and externally (clients, vendors)
Coordinate with delivery team to establish approaches for disseminating point-of-view, process, tools, and services to markets
Assist in the delivery of client work
6+ years of related experience
Proficiency with Microsoft Office software

Health & Benefits, VP / Account Executive Resume Examples & Samples

Responsible for providing consulting services and guidance to mid & large market clients
Responsible for managing the day to day work to serve the client needs, coordinate the client team, respond to client inquiries
Specific areas of expertise needed for this position include benefit plan design and rate analysis and strategy, RFP development and response review, carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract reviews
Must have excellent communication and presentation skills and work well with internal and external Aon Hewitt client team members, and be capable of working as a team member or independently based on the project
Prior experience with Public Sector is advantageous

New Graduate Opportunity For-health & Benefits Actuarial Analyst Resume Examples & Samples

Perform actuarial valuations of post-retirement and post-employment benefits programs
Conduct accounting disclosures, claims analyses, costings, projections, and periodic experience updates as required to assist in the financial management of clients’ insurance plans
Providing analytical support in servicing mid to large corporate accounts
Maintaining a variety of Excel-based group benefit actuarial tools
Preparing quarterly experience reviews and renewal underwriting analyses
Writing reports and correspondence
Relevant experience in a consulting/insurance environment working in group underwriting and group benefits departments preferred
Applicants who do not have the industry experience, but have the required education and skills will also be considered

Senior Health & Benefits Actuarial Analyst Resume Examples & Samples

Minimum of 2-5 years of relevant experience; relevant experience in a consulting/insurance environment working in group underwriting and group benefits departments preferred
A superior ability in mathematics and financial analysis, and demonstrated computer skills using financial spreadsheet programs
Superior communication skills, both written and oral
Must be a highly motivated, client service and team oriented individual
Ability to multi-task on several projects simultaneously in an environment with concurrent deadlines subject to change, as well as regular interruptions
Strong technical skills across Microsoft Office Suite, including Word, PowerPoint and Excel. Must have Advanced Excel proficiency
Applicants who do not have the industry experience, but have the required education and skills will also be considered; and

Health & Benefits National Large Market Segment Leader Resume Examples & Samples

Lead strategy for the Large Market to deliver revenue growth, market share, and colleague engagement via a best-in-class value proposition
Lead LM client efforts around
Experience leading a multi-market, dispersed workforce
Prior accountability for Profit & Loss statement and action planning

Health & Benefits Analyst Resume Examples & Samples

Analysis of utilization reports, carrier reports, and claims data & trends
COBRA, HIPAA, 5500’s issues
Claims issues & administrative problems
Carrier/client relations
Additional responsibilities include (but not limited to)
Prepares sections of deliverables with some oversight
Assist consulting team with client proposals, presentations, management reporting, and overall peer review of all work
Works well with carriers, managing their responses for timeliness and accuracy, and building relationships
Possess a basic understanding of the health and group benefits, and participates as needed on task forces and special project teams

Health & Benefits Senior Analyst Resume Examples & Samples

Assist the consulting team in gathering, organizing entering and analyzing data into Excel spreadsheets to be used for various client projects
Analyze the results and manage portions of projects, including reviewing the work of lower level analysts
Develop and present benchmarking reports by gathering and analyzing health benefits data from a national survey administered and published by Mercer, input it into a standardized template and compare a client's medical and dental plan information (such as the benefits they offer, rates, contributions) to other companies by industry or geography and present the final report to the client. The analyst will meet with a consultant up front to determine what revisions of the report to make

Health Benefits Project Manager Resume Examples & Samples

Responsible for the complete implementation process of all products & services for UnitedHealthcare National Accounts new business and existing accounts
Serves as the key point person for customers during implementation providing expertise, value added services, and ensures case readiness and customer satisfaction
Leads and manages the Account management team to ensure all targets are met
Represents client internally and coordinates with other functions to implement client systems, complete projects, and addresses service needs throughout the implementation
Serves as the risk mitigator throughout the implementation ensuring accuracy and timeliness on the entire implementation
Responsible for the overall success of the implementation
Bachelor's Degree or Higher
3+ years of Healthcare experience
3+ years of Account Management experience
Experienced with Microsoft Office
Experience with health benefits implementation
Experience managing or supervising project teams

Health & Benefits Financial Consultant Resume Examples & Samples

Work with clients, carriers, vendors and service team to manage the time-line for marketing projects and annual renewals
Review marketing results to ensure consistency with requested proposals and modify if needed
Negotiate renewals with carriers and vendors
Contribute to client deliverables; including spreadsheets and presentations reflecting results and options
Prepare competitive benchmarking analysis of benefit plan designs
Increase efficiency within client teams by identifying ways to improve processes
Build relationships internally and collaborate effectively on cross-functional teams
Comply with Willis Towers Watson Excellence Management (WEM) program
10-15 years of analytical work related to group insurance and/or employee benefits programs preferred
Bachelor’s degree required, preferably in mathematics, economics, statistics, finance, insurance, public health, health management or any major with significant quantitative course work
State Life and Health license required within 90 days of employment
Work experience that demonstrates strong technical and/or client service skills (analyst type of internship preferred)
Extensive underwriting experience required
Advanced Microsoft Office skills, particularly in Excel
Availability to travel on an as needed basis

Health & Benefits Analyst Intern Resume Examples & Samples

Price medical and prescription drug plan designs by entering plan design information into Mercer's internal pricing model to develop the relative cost differences between plan designs, in order to compare the client's current plan to alternative designs
Gain an understanding of the following, through online training, group sessions, or one-on-one training with others in a more senior role: Health and Benefits products, services and technical tools offered by Mercer, vendor/carrier markets, basic underwriting skills, budget-setting, rate-setting and evaluation
Analyze cost drivers by reviewing client's cost/utilization data and looking for year-over-year trends or comparisons to external benchmarks using data provided from client's vendor reports or raw data from external databases
Gather necessary data from the vendor or client; review to ensure it is complete, accurate and reasonable; and prepare data in a particular template or format for use in basic or advanced financial analyses
Bachelor’s degree in Math, Statistics, Economics or related field

Health & Benefits Actuarial Analyst Intern Resume Examples & Samples

Employ actuarial techniques to perform valuation modelling of retiree group benefit plan costs and post-employment obligations
Participate in the preparation of annual financial reporting of post-employment obligations in accordance with governing accounting standards (i.e. International Financial Reporting Standards, Chartered Professional Accountants’ Handbook, Financial Accounting Standards Board)
Perform pricing and evaluation of consumerism plans using Mercer's internal pricing model to compare designs where consumers have a greater ownership in costs
Perform analyses for larger, more complex clients, including more in-depth analysis for complex situations that may require additional research or discussion with Mercer subject matter experts
Bachelor’s degree in Math, Statistics, Actuarial Science or related field

Senior Health & Benefits Actuarial Analyst Resume Examples & Samples

Gain an understanding of basic project management and consulting skills such to include: managing the quality and timeliness of client deliverables, helping to develop budgets and billing reports, participating in client calls and meetings as appropriate and assisting with the preparation of clear and concise client-friendly communications
Gain an understanding of the following, through online training, group sessions, or one-on-one training with others in a more senior role: Health and Benefits products, services and technical tools offered by Mercer, vendor/carrier markets, basic underwriting and actuarial skills, budget-setting, rate-setting and evaluation
Strong analytical and mathematical skills; strong command of Excel

Health & Benefits Analyst Resume Examples & Samples

Data analysis - assist the consulting team in gathering, organizing and entering information and data into Excel spreadsheets and PowerPoint presentations to be used for various client projects. Examples of the types of projects and responsibilities include
BA/BS Required
No prior health & benefits experience required
State Life Accident & Health License must be obtained within three months of hire date

Health & Benefits Claims Field Auditor Resume Examples & Samples

Evaluate the accuracy and effectiveness of a claims administrator's performance on behalf of the client
Review claims information selected as part of the audit sample for a pre-determined period of time to verify the following information. The claims information includes eligibility, calculations, payments and other pertinent data
Document audit notes and follow up appropriately on any errors or questions
5 or more years of group medical and/or dental claims processing experience with health insurance carriers, managed care plans or third party administrators
Working knowledge of health plan designs and provisions including current claim processing policies and procedures
Solid understanding of health and welfare benefit claims processing and claims payment administration
Experience with health claims administrators' systems
Current claim coding knowledge including: CPT4, ICD9, HCPCs, CDT
Able to travel up to 70% of the time

Cigna Global Health Benefits Resume Examples & Samples

Client and customer facing responsibility for day to day, culturally appropriate support of high profile, high touch government clients
Provide consultative pro-active information/recommendations with clients on an on-going basis
Manage a strategic block of government business accounts in the DC area
Manage renewals for block of business
Upsell/cross-sell additional product lines within Cigna Global and other matrix partners
Communicate/educate clients about Cigna Global updates/changes related to compliance or processes
Partner with internal teams to resolve escalated issues related to eligibility, premium/invoicing, and/or service related matters
Manage sales information as per Cigna Global practices in Salesforce system
Support internal implementation and sales teams on client implementations, ensuring operational alignment of client needs for the business to government segment
State required Life, Accident and Health Licensure required
Thorough understanding of health service products and services, and associated operating requirements to support the client management plan goals and sales processes
Requires strong background and experience in strategic account management, account service, sales, patient advocacy or other areas requiring significant client and customer interaction. At least 3+ years of health care experience preferred
Familiar with multiple software and system-based applications such as Microsoft Office database and spreadsheets (Excel, Access, sales tracking systems)
Requires strong English and Arabic written and verbal communication skills
Excellent presentation and consultation skills
Ability to effectively manage multiple tasks and collaborative meetings
Ability to remain composed under pressure
Possess knowledge of the practices, techniques and tools associated with providing outstanding consultative service to clients and customers
Bachelor's degree preferred or equivalent work experience
Client and customer focused with the ability to be a team player with the client management organization and matrix partners
High level of skill in areas of empathy, listening, and problem solving
Language requirements – English and Arabic

Senior Health & Benefits Analyst Resume Examples & Samples

Understand and demonstrate project management and consulting skills such to include: managing the quality and timeliness of client deliverables, helping to develop budgets and billing reports, participating in client calls and meetings as appropriate and assisting with the preparation and delivery of clear and concise client-friendly communications
Proactively manage annual calendar for each client; includes coordinating meetings with the client or carriers, reminding clients of upcoming deadlines and compliance issues, and working with other members of the consulting team to plan for meetings
Develop and present benchmarking reports by gathering and analyzing health benefits data from a national survey administered and published by Mercer, input it into a standardized template and compare a client's medical and dental plan information (such as the benefits they offer, rates, contributions) to other companies by industry or geography and present the final report to the client
Gather data from the client and current vendors needed for analyzing the client's healthcare plans. This typically involves organizing and summarizing plan design details and costs in Excel for further analysis
Present results of analysis to clients as part of regular client meetings
Work with consulting teams on Requests for Proposal (RFP) for clients. Assist in management of the project as well as interpret the meaning of the data and summarize the responses from the RFP in Excel or PowerPoint format for presentation to the client
Strong knowledge of MS Office Tools (Excel, PowerPoint)

Health & Benefits Mid-market Operations Leader Resume Examples & Samples

People management including talent management, goal-setting and review, engagement and recognition for up to 8 direct reports
Overseeing the financial management of the business including working with the Mid-Market Health & Benefits Leader to review and manage financials, utilization, budgets, billings/collections, contracting and commission strategy
Leading the client allocation and workflow process working closely with an internal project manager
Developing and implementing strategies to effectively and efficiently deliver services consistently across the Mid-Market team and Health & Benefits Practice
Actively delivers our services and acts as a Client Relationship Leader for an assigned block of business
Client relationship management and delivery: Responsible for all aspects of delivery of Willis Towers Watson products and services for the Line of Business within the market. Develops client strategies to deepen, broaden and build profitable relationships
Responsible for efficiency/effectiveness in the delivery of client services
Leads activities that will assist the team in accomplishing market growth targets
Individual will still maintain an active role in direct client service (at least 60% of time)
Creates an environment in the Toronto Mid-Market Health & Benefits team that supports the diversity initiatives of the company, develops the best talent and delivers the highest quality work for our clients
Manages overall talent pool pipeline within the Toronto market: Primary accountability for developing and executing on strategic staffing plans, including all people processes (recruiting, deployment, performance management, development and engagement). Collaborates with Health & Benefits Mid-Market Leader on executing on Region plans
Responsible for assigning resources to projects/client teams; Works to ensure workload is distributed to allow sufficient capacity; focus for new responsibilities and performance goals are updated accordingly
Accountable for client satisfaction and retention resulting from staffing deployment, succession planning and professional excellence culture
Develops and implements succession plans for each client team to drive client delivery consistency and client retention
Owns professional excellence initiatives and ensures team’s compliance
Owns the development of staff through facilitation of ongoing Learning & Development, coaching and mentoring

Health & Benefits Client Services Manager Resume Examples & Samples

Be responsible for overall outsourcing client relationships on behalf of Mercer
Manage escalated client issues working in tandem with the appropriate Relationship manager
Assist with the management of the Client Scorecard
Manage the budget and headcount for respective teams
Manage and mentor the (Partnering for Success) PfS process for staff
Assist with offshore planning to meet Mercer's needs
Participate in sales process for prospective clients
Bachelor's degree in Business; Master's in Business Administration preferred
5-10 years of experience in benefit administration and project management
Advanced knowledge of benefits administration, Microsoft Office Suite, Microsoft Project
Strong oral and written communication, planning and time management skills
Strong presentation skill required

Program Manager Health & Benefits Administration Solutions Resume Examples & Samples

Manage complex projects and teams that have both onshore and offshore components as well as application development that supports software which may span multiple lines of business (LoBs) or countries
Work with the business teams to ensure that all requirements for projects are met. Identify, explore, define and document the needs and expectations for the projects that they are responsible for
Monitor progress, resources and issues throughout the life cycle of project(s)
Track and forecast project expenditures; develop the right mix of on-shore and off-shore resources to meet program deliverables and cost objectives. Identify, escalate, and address barriers and risks to team and the project
Manage program/project accounting for the Application Development organization and consolidate program status reporting and information for senior management and program sponsors/product owners
Interview, hire, motivate and coach staff to promote a diverse, professional, and enthusiastic environment. Allocate staff appropriately to maintain proper staffing coverage and to ensure meeting department standards
Bachelor's degree in Computer Science or Information Systems Management; equivalent combination of education and work experience acceptable
Minimum of 7 years’ experience Project management with software development projects
Experience managing a diverse, distributed team including hiring responsibilities
Experience working with business partners, technology teams and customers in defining product requirements and meeting objectives on large scale projects
Demonstrate an expert knowledge of project management techniques, concepts and tools
Knowledge of application and infrastructure architectures to aid in team communication, risk mitigation and problem-solving
Strong understanding of System Development Life Cycle Methodologies
Proficient in tools used in support of office and project management (e.g. MS Office, Outlook, MS Project, Excel, PowerPoint)
Internationally recognized certification in project management is a plus
Agile fundamentals and best practice knowledge is a plus
Certified ScrumMaster or Scrum Practitioner is a plus

Consultant Actuary, Health & Benefits Resume Examples & Samples

Preparation of annual valuations of post-retirement healthcare benefit plans
Provide related healthcare consulting services for both single and multi-employer plans
Collaborate with consulting staff and peers to provide innovative actuarial expertise on client projects
Analyze actuarial and business impacts of new regulations on existing plans
Execute solid analysis, delivering creative and practical solutions with a professional and client-focused approach
Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance or another technical related field from an accredited college or university
Minimum of two to five years health and welfare actuarial experience within a consulting and or insurance company environment
Strong knowledge of Health & Welfare plan design, pricing strategies, competitive market practices, and provider network analysis
Ability to organize, set priorities and complete multiple projects within established deadlines
Ability to manage projects and/or processes, work in teams and interface effectively with clients
Working knowledge of ERISA, DOL and IRS regulations
Proficient in Excel and Word

100

Senior Consulting Actuary, Health & Benefits Resume Examples & Samples

Bachelor’s degree in Actuarial Science, Mathematics, Statistics or another technical related field
8 years of experience in Health and Welfare/ Actuarial insurance or related
5 years supervisory experience
Actuarial Exams required/ ASA Preferred
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs

101

Benefits Analyst, Employee Health & Benefits Resume Examples & Samples

Strong problem solving, analytical thinking and troubleshooting skills
Prior Experience with business intelligence, analytics work and reporting tools
Exposure in Insurance, Broking and/or operations background is highly advantageous
Strong customer service focus

102

Senior Health& Benefits Actuarial Consultant Resume Examples & Samples

Determine the full scope of services provided to the client and set roles/responsibilities within the client team
Incorporate compliance and professional standards into all work processes, including transparency, AFG, peer review and maintaining required licensure
Set strategic direction and create demand for new products/services in the marketplace
Cross-sell other Mercer and MMC products and services to clients
Provide management of the financial analysis for clients, including the most complex and/or largest clients, including more in-depth analysis for complex situations that require additional research or discussion with Mercer subject matter experts. This includes overseeing the analysis of mid-level and senior staff
Independently manage a team of mid-level and more senior resources to complete the following

103

Health & Benefits Business Analyst Resume Examples & Samples

Eliciting business and employee benefit requirements
Planning and monitoring the requirement elicitation process
Requirements organization
Translating and simplifying requirements
Requirements management and communication
Requirements analysis

104

National Health & Benefits Actuarial Liaison Resume Examples & Samples

Work with vendors, carriers and internal Mercer staff to develop and maintain tools utilized by our staff on behalf of our clients. This includes developing relationships and managing projects
Work with team members to quickly prototype new tool and analytics using existing and emerging technologies
Define and manage a process for ongoing review of existing tools and new initiatives to properly allocate resources
Ability to identify and apply new technologies to develop solutions for existing and new client challenges
Ability to identify routine processes and automate them
Ability to maximize productivity of part-time and full time resources
Manage projects from start to finish, including managing quality/timeliness of deliverables, developing budgets, acting as senior contact for work and preparing/delivering concise communications and results to stakeholders
Demonstrate an expert level of understanding of Health & Benefits products, services and technical tools offered by Mercer; vendor/carrier markets, underwriting/actuarial skills, budget-setting, rate setting and evaluation. Will also train and mentor others on these
Superior analytical and mathematical skills, strong command of Excel
Technical experience with product development and tool design (R, SAS, SQL, Python)

105

Senior Global Health & Benefits Analyst Resume Examples & Samples

Provide data analytics, draft reports and presentations, update project trackers and work with the local country consultants and brokers to obtain status updates
Manage the clients’ benefits data which includes working with the Global Benefits Center to populate the data and being responsible that data is accurate and updated on a timely basis
Support the use of Willis Towers Watson’s BenefitsManager, BenTrack, Benefits Data Source, BenVals and other tools to help clients to maximize the value from the information collected,
Support the senior consultant and local/regional country consultants to deliver advice to the headquarters of our multinational clients on employee benefit matters around the world
Coordinate and project management of multi-country projects such as global benefit benchmarking exercises, cost savings projects and governance processes
Help the senior consultant to provide proactive advice around the opportunities to optimize the way benefits are managed globally (effective use of local resources, brokers, consultants, third party providers)
Work with the senior consultant to deliver advice to multinational clients about the financing of their risk benefit programs, such as self-insurance, multinational risk benefits pooling and employee benefit captive work - for feasibility study, negotiation, selection, implementation and ongoing support
Keep abreast of changes in legislation, market practice or otherwise, to identify issues that clients should be addressing
Support intellectual capital development, as needed
Support new business opportunities, as needed

106

Health & Benefits Client Services Team Leader Resume Examples & Samples

Serve as a subject matter expert on the client's plans and administrative procedures; serve as the key resource for day-to-day issues
Manage client business process and identify areas for continued improvement; may support more then one client team based on project scope and complexity
Three to five years experience in health & group benefit administration
Strong proficiency with MS Excel and Word (proficiency in MS Access & MS Project highly preferred)
Previous experience creating business processes for project implementation
Excellent problem solving and analytical skills; proven ability to research, follow up and resolve complex issues or problems surfaced by the team
Ability to create a team setting that encourages both individual and team accomplishments; ability to establish goals and evaluate the performance of team members
Excellent oral and written communication skills; ability to present complex issues/data with a high level of clarity and impact

107

Senior Health Benefits Actuarial Consultant Resume Examples & Samples

Analyze cost drivers by reviewing client's cost/utilization data and looking for year-over-year trends or comparisons to external benchmarks using data provided from client's vendor reports or raw data from external databases; key results are summarized and presented to client to help understand cost drivers and help modify plan design
Manage actuarial projects from start to finish including: manage the quality and timeliness of client deliverables; develop budgets and billing reports; act as a key client contact for financial work; prepare clear and concise client-friendly communications; present results to clients
Gain an expert level of understanding of the following, through online training, group sessions, or one-on-one training with others in a more senior role: Health and Benefits products, services and technical tools offered by Mercer; vendor/carrier markets; underwriting and actuarial skills; budget-setting, rate-setting and evaluation
Excellent interpersonal skills; strong oral and written communication skills
Must be FSA or near-FSA

108

Associate Client Manager, Health & Benefits Resume Examples & Samples

Respond to basic inquiries regarding ADP products
Resolve routine customer concerns with pre-defined solutions
Handle customer inquiries that could require data entry changes
Answer non-technical questions regarding ADP products and questions that cannot be handled by associate specialists as appropriate
Learn and navigate ADP systems in order to respond to issues
At least 1 year of previous experience
Life & Health Insurance License or willing to obtain within 60 days of hire
Strong client relationship and interpersonal skills
Must be comfortable working in a performance-based and structured environment while demonstrating high ethical standards
Demonstrated ability to learn and apply basic concepts in new situations
Organizational skills including the ability to multi-task, set priorities, and follow up in a timely manner
Ability to collaborate and work in a team environment as well as work independently and make sound decisions

109

Introducing Health Benefits for Come be a Part of our Amazing Colleyville Massage Team-f Resume Examples & Samples

Recognize and support team goals and create and maintain positive relationships with team members
Have completed the minimum of 500 hours of massage therapy school as well as intenship hours
Be able to complete a background check with satisfactory results
Providing exceptional guest service. Confidently and knowledgably educate clients about the benefits of massage, our wellness program, and related products in order to build your clientele
Design and communicate customized massage sessions based on your clients needs
Ability to perform 60,90, 120 min. customized massage sessions
Support team goals: create and maintain positive relationships with team members
Have knowledge of and experience in performing Swedish (required) and Deep Tissue Massage (preferred), as well as knowledge of and experience in performing other modalities
Participate in continuing education to improve effectiveness (preferred)

110

Senior Health & Benefits Actuarial Consultant Resume Examples & Samples

Pricing and evaluation of individual and group insurance exchange plans (high deductible health plans with provisions to create greater consumer awareness) creating and developing a Mercer internal pricing model to compare designs and outcomes under various scenarios.; Results are typically presented to Mercer senior management and Finance as part of a strategy or risk mitigation activities
Analyzing Mercer marketplace Individual and Group insurance profit and loss drivers by reviewing data and looking for year-over-year trends or comparisons to external benchmarks or other products using data provided from insurers or Mercer Finance or raw data from external databases; key results are summarized and presented to Exchange Leader to help understand drivers and modify business plan
Projecting appropriate retiree medical exchange product options by reviewing the client’s retiree cost and enrollment data for both pre-Medicare and post-Medicare. Develop appropriate solution set for client situation from Mercer’s Individual Exchange suite of products from Transition Assist and GetInsured
Estimating the impact of Medicare part D legislation by entering retiree prescription drug data into Mercer’s Part D pricing model and performing tests to determine whether a federal government subsidy is available to the client; results are included in a report to the client documenting the assumptions and results of the testing. Compare the results above to what is available through Mercer Marketplace
Participate in RFP development and delivery for Transition Assist and GetInsured proposals and finalist meetings
Develop appropriate tools for retiree medical exchange and GetInsured work – develop Footprint analysis and cost comparison tools
Develop appropriate tools and models for Mercer Marketplace’s group insurance product portfolio. Educate colleagues as to use of the tools and perform client presentations
Client Cost projections
Review of RFP financial offers by the Marketplace team
Insurer pricing and products
Strategies to mitigate employer cost
Manage actuarial projects from start to finish and deliver reports to management and actuarial leadership
Manage the quality and timeliness of deliverables
Develop budgets and financial forecast for the Group and Individual Insurance Exchange
Act as the key contact for financial work insurers
Prepare clear and concise colleague-friendly communications on how Marketplace products work and train sales/marketing staff
Present results of studies and analyses to management
Develop, maintain and manage relationships with insurers
Develop financial tools for use in Mercer Marketplace
Minimum ten years of H&B or relevant actuarial experience required
Fellow of the Society of Actuaries or Associate, Society of Actuaries

111

Senior Analyst, Health Benefits Resume Examples & Samples

Answers inquiries and resolves employee and retiree issues concerning benefit coverage, claims disputes, plan information, etc
Works with carriers/vendors on enrollment, eligibility, and claims issues
Updates eligibility/enrollment and carrier systems as needed
Develops and delivers benefits related communications
Assists with coordination of health and wellness processes including annual enrollment, wellness screenings, system testing, and others
Oversees the creation and initiation of payment processes for new vendors
Provides data on employee and retiree health and welfare utilization as needed
Produces periodic audit of company’s enrollment and ensures accuracy
Oversees the payment of health and welfare invoices including the allocation requirements dictated by the budget
Supports budget creation and ongoing administration
Produces monthly account reconciliations for GL and benefit accounts
Processes journal entries to assist in GL account balancing with supervisor approval
Provides audit support to outside auditors as needed
Provides annual census data for various carriers and providers
Perform analysis and create reports of key metrics/trends to meet manager needs
Three years’ experience with proven increase in responsibility in human resources, finance, or relevant business function
Two years’ experience in health and welfare benefits
Two years’ work experience in human resources or finance area of an organization
Must have strong analytical skills
ADP and Oracle experience preferred
Must have strong oral and written communication skills and presentation abilities

112

Director of Health Benefits Resume Examples & Samples

Leads strategic decision making for the City’s health, dental, life and related benefits, including identifying issues, presentation of data analysis and other research to the City’s management team, and providing expertise in final decisions
With other senior managers, actively participates in, leads, and negotiates benefits with the City’s Public Employee Committee, which is the authorized and exclusive health insurance bargaining representative for the coalition of public employee bargaining units and retirees of the City of Boston
Assures benefits are administered accurately, timely, and with a constant focus on customer service and operational efficiencies
Maintains a comprehensive understanding of the City’s health related benefits, City specific enrollment, claims, and benefit issues, and external marketplace and municipal trends
Leads and supervises a staff of professional and administrative employees with a constant focus on customer service and operational efficiencies
Leads business process change when opportunities arise to more effectively and efficiently provide health related benefits
Assures staff’s ability, and when necessary personally counsels active employees and retirees about the Medicare enrollment process and the City’s Medicare Supplement Plans
Creates and presents benefit presentations to large audiences including employees, unions and retiree groups (such as annual enrollment, retirement planning, and upcoming changes to benefits)
Maintains a confident understanding of and promotes maximum use of information technology systems in health benefits administration, including on-line benefit enrollment, financial systems, human resource management systems, and plan/claims data systems including reporting
Assumes primary responsibility, through staff and working closely with City financial departments, for all health insurance related financial management. This includes timely and accurate vendor payments, member payroll deductions, revenue collection from outside participating agencies, member refunds, management of two self-insurance trust funds, and annual budget projections
Maintains a strong understanding of federal and state laws that govern the provision of health insurance to municipal employees including M.G.L. Chapter 32B and the Affordable Care Act. Monitor major changes at the State’s Group Insurance Commission and develop relationships with relevant state and local government officials
Hires and manages various contractors in accordance with M.G.L. procurement guidelines, and negotiates all health plan agreements between the City and providers during the annual renewal period
Maintains strong relationships with external vendors, such as insurer’s account representatives, and internal partners, such as finance and IT staff, in order to facilitate accurate and timely benefit administration
Champion and coordinate the City’s wellness programs by being an active member in the Wellness Committee
At least five (5) years of full-time, or equivalent part-time, progressively responsible professional experience of which three (3) must have been in a supervisory capacity. A bachelor's degree in public finance, public administration, business administration or closely related field strongly preferred and may be substituted for two (2) years of the required experience. A master's degree in the above listed fields highly preferred and may be substituted for three (3) years of the required experience. Additional experience highly preferred. There is no substitution for supervisory experience
Strong managerial skills required including ability to effectively communicate, organize multiple projects, lead strategically, manage professional and administrative staff and consultants, and work well with other partners within the City
Demonstrated leadership ability. Proven track record of effective staff management
Ability to exercise good judgment and focus on detail as required by the job
Demonstrated written and oral communication skills
Ability to develop long term goals and objectives; to provide leadership in the planning, development and establishment of new, modified and/or improved programs, services and activities; to develop effective financial policies and budgets and maintain fiscal control through knowledge of the principles and practices of accounting and auditing; to make oral presentations before large or small audiences; to research data and to compile narratives or reports from information gathered; to maintain confidentiality of reports and information; to establish and maintain effective working relationships and to exercise sound independent judgment in planning, directing, and coordinating the work of a technical and professional staff

113

Health & Benefits Client Service Manager Resume Examples & Samples

Contribute to employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices
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; etc
Facilitate new client implementations including accounting/tracking systems set-up, collection of relevant data, etc
Contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc
Proactively advise clients and provide consistent client service to clients, resolving day to day service issue (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)
Understand, articulate and implement key Willis Towers Watson value-added resources (legal resources/file 5500’s; employee benefit brochures and communications; etc.)
Maintain and cultivate strong carrier relationships to enhance Willis Towers Watson’s position in the marketplace, including understanding and articulating current product offerings, trends and coverage options.

114

Health & Benefits Actuarial Consultant Resume Examples & Samples

Assist client teams with developing the financial impact of implementing various health and benefit strategies
Provide financial analysis for complex clients, including in-depth analysis for difficult situations that require research or discussion with Mercer subject matter experts
Present financial analysis to clients and answer ad hoc questions related to financial components of benefits strategies
Price and evaluate medical plans using Mercer's internal pricing model to compare designs
Develop IBNP reserves using Mercer’s proprietary reserving model and deliver results to clients
Develop employee contributions scenarios, taking into account the cost-sharing goals of the client
Analyze cost drivers by reviewing client's cost/utilization data, evaluate year-over-year trends and compare client experience to benchmarks. Key results are summarized and presented to the client to help understand cost drivers and to support strategic recommendations
Project retiree medical costs and work with Retirement to develop retiree medical liabilities used by the client and their auditors for accounting purposes
Estimate the impact of Medicare part D legislation by using Mercer's Part D pricing model to determine whether a federal government subsidy is available to the client
Oversee the work of junior analysts, including review of
Minimum seven years of H&B or relevant actuarial experience required Strong analytical and mathematical skills
Strong command of Excel
Must have passed at least three preliminary Society of Actuaries (SOA) exams, with plans to continue taking exams

115

Health & Benefits Sales Manager, CA Sales Resume Examples & Samples

Manages the day to day activities of sales team to achieve new group membership enrollment goals
Plans a course of action for team or unit; establishes priorities to accomplish goals, allocate resources & track results
Responsible for selecting, developing, & deploying staff in the most effective manner to meet assigned objectives
Responsible for performance mgmt, compensation decisions, rewarding & recognizing employees, & providing on-going, regular performance feedback
Build on the use of competency based hiring practices & implement new sales executive training program
Effectively leverages KP's Manager Coaching Program to support team development & account mgmt excellence
Formulates moderately complex, effective plans consistent w/ the business & competitive strategy of the organization and/or functional area. Such plans will include special broker incentives, product enhancement & development, benefit design, pricing & sales strategies & process improvement. Identify & develop target prospects
Recommends changes to policies & procedures to achieve customer & Kaiser Permanente goals
Determines objectives & sets priorities; anticipates potential threats or opportunities
Actively participate in membership projections & goal-setting
Using information obtained regarding market conditions, provides input in the development & implementation of strategies to achieve sales performance targets
Provides input & monitors organizational/business performance metrics
Collaborates w/ Business Line Leaders across the Enterprise to measure & lower acquisition costs through the implementation of best practices & shared services
Work closely w/ staff & internal partners to coordinate continuous enhancement of relationships w/ brokers & other distribution channels
Maintains relationships w/ key local influencers, consultants, brokers, decision makers, & community groups that will further the local presence strategy for Kaiser Permanente
Ensures a high level of service is provided to new group customers & their consultants & brokers during the enrollment process to ensure smooth transitions to the account mgmt team
Build external relationships w/ key brokers & consultants to underst& their perspectives & influence their buying decisions
Develop & manage new marketing distribution channels & enhance existing sales channels, e.g. brokers, direct, business coalitions, etc
Collaborates on the development & execution of all strategic & tactical plans to achieve new membership goals & optimal partnership in each account
Monitors & evaluates moderately complex plans; focuses on results & measuring attainment of outcomes
Develops & implements comprehensive sales plan to meet the overall business objectives for membership, revenue & margin
Accountable for ensuring payroll/non-payroll budget for their department/team stays allocated budget/costs targets
Five (5) years of experience in field sales, marketing, business development, and/or managing business to business relationships of which two years must have been spent in a direct management capacity or two years of demonstrated leadership experience
Three (3) years of the above experience in the healthcare or insurance industry or sales related industry
Proficiency in financial/underwriting concepts and a demonstrated ability to apply these concepts

116

Health & Benefits Sales Professional North Resume Examples & Samples

To add value to the winning of new business to support Mercer MMB in achieving its new business targets
To generate new business revenue by identifying, managing and converting sales opportunities
Maintain a sales funnel on MercerForce, based on new opportunities with a target market of prospects, with the aim of winning new business from new organisations that have all the attributes of a profitable Mercer client
Identify opportunities across Mercer MMB for example Pension, Risk, Health Management and Benefits Administration and Flex
Ensure that Mercer have a head start in the event of business being put out to tender by having some relationship at key buyer influence level
Fully understand the prospect companies business and structure and ensure that the prospect client view Mercer as an automatic choice by understanding fully Mercer’s services and offerings and how these services can assist their business
Lead the bid team to convert new business opportunities into Mercer revenue
Fully qualify opportunities to assess the nature of the opportunity and our likelihood of success
Work with the Regional Sales Leader to identify and develop sales and marketing initiatives
Related business experience in the Employee Benefits and Health
Achievement orientated
Strong technical, market, product and process knowledge
Ability to question and probe effectively around technical areas
Independent and self-motivated
Adept at building and sustaining internal and external relationships
Working knowledge of Microsoft Office and Salesforce
Degree level or equivalent preferred but not essential

117

Global Health Benefits Leader Resume Examples & Samples

A minimum of a Bachelor’s Degree is required, preferably in Human Resources or Finance. A MBA is preferred
A minimum of 10 years of experience working in a Consulting or Global Benefits function or related with a strong background in design, development and delivery of benefit programs for large multinational company(ies) is required
Knowledge of emerging global market trends, cultural and competitive practices and legislation is required
Strong analytical skills and comprehension of insurance underwriting and actuarial concepts is required
Strong negotiation skills are required
Sense of urgency, attention to detail and accuracy, well organized and able to prioritize is required
Strong leadership skills are required
Operates as a global leader with understanding and appreciation for regional differences is required
Strong understanding and working knowledge of benefits laws and regulations is required
Experience working independently in a matrix reporting structure is required
Experience using Workday, SAP, Salesforce, automated benefit systems, etc. is preferred
Excellent written and oral presentation skills is required
This position requires up to 30% domestic and international travel.9480170504

118

Health & Benefits Financial Consultant Resume Examples & Samples

Support financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, competitive benchmarking analysis, and employee contribution modeling
Maintain annual renewal reports, quarterly reports, and benefit surveys
Support communication efforts to clients (stewardship meetings, etc.) relative to financial issues
Oversee Renewal/Marketing Process including but not limited to
Six or more years of analytical work related to insurance and/or employee benefits programs preferred
Underwriting experience a plus
Experience with various funding types (fully-insured, self-funded, minimum premium)
Advanced knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) financial analysis/underwriting to specifically include the following

119

Health & Benefits Financial Resume Examples & Samples

Provide management of the financial analysis for more complex and/or larger clients, including more in-depth analysis for complex situations that require additional research or discussion with Mercer subject matter experts. For less complex and involved work, will oversee the analysis of more junior staff
Price and evaluate consumerism plan (high deductible health plans with provisions to create greater consumer awareness) using Mercer's internal pricing model to compare designs; results are typically presented to client as part of a strategy or plan design discussion
Oversee the financial analysis work of a more junior team members, including: preparing basic cost projections, analyzing vendor renewals, pricing medical and prescription drug plan designs, and developing employee contributions scenarios
Twelve or more years of H&B or relevant actuarial experience required
Excellent organizational and project management skills with the ability to prioritize and handle multiple and complex tasks in a demanding work environment

120

Manager, Health Benefits Resume Examples & Samples

Recommends new and/or improved employee benefit plans, including cost & feasibility measures as well as compliance and legal implications while also weighing the quality and necessity of the plans
Ensures benefits offerings are in compliance with all legal requirements
Participates in project management of benefits consultants, brokers and vendors
Ensures the organization retains a competitve benefits package in the marketplace
Negotiates coverage, services, and costs with partners; reviews legal plan documents, plan amendments and carrier contracts
Interacts with other areas of the organization such as vendor management, legal and LOBs to review/consider new and existing programs
Provides guidance and mentoring to lesser experienced team members
Assists with benefits communications (enrollment materials, SPDs, brochures, guides, online materials, videos, presentations, etc.)
Create and present clear, concise presentations as a subject matter expert
Ensures plans, services, programs are delivered efficiently & effectively while maintaining high quality
Very clear, proficient verbal and written professional communication skills is paramount in communicating to all business levels within and outside of the organization
Bachelors degree in Business or HR, required
Masters degree, preferred
PHR, SPHR, or CEBS certification, preferred
8+ years HR Benefits experience
Present oneself and interact professionally with good business and social manners
Ability to present presentations to various size groups in a clear, engaging and credible manner
Strategize new and existing plans, services, programs with senior leaders, consultants and team
Creative problem solving as well as develop new solutions

121

Health Benefits Administration Specialist Resume Examples & Samples

Bachelor's Degree preferable, or equivalent combination of education and experience 4+ years of recent experience in health benefits field
Progress towards or completion of PHR/SPHR or CEBS certification desired but not required
Knowledge of federal and state legislation impacting employer sponsored health benefit plans

122

Benefits Manager, Mental Health Benefits Resume Examples & Samples

Lead innovation and design of mental health programs
Identify and partner with our Life@ Health team on health integration opportunities
Design and conduct ongoing employee focus groups
Manage complex escalations requiring interpretation of plan designs and contracts
Provide strategic guidance ensuring compliance efforts, audits of data, processes and policies are executed
Manage on-going market surveys and benchmarking analysis
Design/Create and measure mental health program solutions focusing on: Is it solving the customer need? Is it scalable? How does it maximize productivity and engagement? What is the impact to the business? Does it represent an innovative solution to a tough challenge? Is the marketing and distribution creating impact? Does it have success measures?
Build and launch mental health training to HR Business Partners and Managers
Assemble and build strong partnerships cross functionally
Significantly influence new and existing design improvements with strategic vendor relationships and internal teams
Develop and analyze key performance metrics and make recommendations to enhance, maintain, or eliminate programs based on this data
Develop communication and market new programs
Impact and influence others at all levels in the organization and maintain effective relationships with external partners
10+ years’ experience in benefits and/or workplace mental health programs
Analytical and problem solving skills and ability to use data to drive recommendations
Ability to work independently and lead projects involving various groups / locations / vendors
Benefits vendor management experience
BA/BS degree or equivalent benefit experience

123

Public Health Benefits Navigator Resume Examples & Samples

Able to learn and understand hospital systems and EMR
Excellent English communication skills (verbal and written)
Excellent professional demeanor. Must be able to work effectively with all levels of staff and management
Excellent interpersonal skills. Must be able to show empathy and be courteous and diplomatic with patients
Must frequently work independently, take initiative and handle multiple tasks with conflicting priorities
Team player with ability to work cross-organizationally to get issues resolved
Excellent communication, interpersonal, organizational, and time management skills
Ability to help clients with diverse psychosocial needs
Motivation and self-direction; ability to prioritize competing responsibilities in fast-paced programmatic setting
Skills related to leadership, motivation, group dynamics, and client retention
Computer competency, including the ability to enter and access data, required
Ability to work autonomously and as a member of a diverse team
Ability to work with other community-based human services organizations
Sensitivity to populations at increased risk for HIV acquisition (through intravenous drug use, exposure to an intravenous drug user, high-risk sexual activities such as prostitution, street criminal activity, and homelessness)
Flexibility with client’s priorities, evolving needs, and goals
Sensitivity to ethnicity, culture, gender, sexual orientation, values, beliefs, and behaviors
Ability to enter and track data through internal data system
Bilingual/bicultural candidates preferred

124

Health & Benefits Team Leader Resume Examples & Samples

Maintain a high level of professionalism and sense of urgency to ensure client and participant expectations are consistently met; extensive contact with clients and Mercer consultants
Serve as a subject matter expert on the client's health plans and administrative procedures; serve as the key resource for day-to-day issues
Ensure that the team delivers quality service to our clients, accuracy and time standards are consistently met; direct the team to handle plan or client specific questions; keep the team updated on client's plan and benefit regulations by testing their knowledge and through training and development
Three to five years experience in health & benefit administration
Strong supervisory and leadership skills; ability to model desired work values and practices for other team members

125

Health & Benefits Resume Examples & Samples

Preparation and original design of client deliverables, targeted for both employer and employee audiences
Preparation and original design for practice marketing materials
Prepare documents to formulate a Request for Information (RFI) and/or Request for Proposal (RFP) for new prospects or existing clients
Coordinate the implementation of new clients and assist in developing program design based on client objectives
Support the oversight process for investment committee meetings
Analyze retirement plan data to conduct investment fee and performance comparison between current and proposed fund selections and providers
Communicate and provide assistance to clients regarding retirement plan investments, plan provisions, administration, recordkeeping matters
Assist in the evaluation of clients potential acquisitions relating to compliance, plan investment line-up, plan design structure according to benchmarks
Follow up with clients and other WTW team members assigned to the client on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified
Develop relationships with Manager- and Director-level personnel (Director-HR, etc.) Support client retention
Organize and develop workflow for effective employee enrollment and education campaigns
Preparation and original design of
Ability to learn different retirement plan documents and contracts
Ability to establish priorities, work independently and coordinate with other team members
Ability to balance a High level of customer service and perform analytical tasks
Ability to handle and resolve client related issues in fast paced environment
Must be proficient with Microsoft Office products
Must be highly client focused and take a proactive approach with follow through
Prior marketing experience will be favorably looked upon
If the successful candidate has not currently have a Series 7 or 6, and 65 securities license, then the successful candidate will be expected to sit for the licensing exams within 6 months of hire
Within 9 months the successful State Life and Health license preferred
Professional designation/certification relating to the 401(k) Plan industry are encouraged
Air travel for client meetings (approximately 10-20 trips per year) required
Driver’s license required (for client travel)

126

Head of Health & Benefits Francophone Africa Resume Examples & Samples

Client relationship management and delivery: Responsible for all aspects of delivery of our products and services in these countries. You will develop client strategies to deepen, broaden and build profitable relationships including penetration of other services on existing H&B clients
Managing the H&B pipeline and sales opportunities working closely with Client Relationship Directors, Country Heads and Senior Consultants in French African countries
Responsible for supporting H&B sales opportunities across the region as well as globally
H&B marketing efforts in the French African countries: Primary accountability for leading and executing a business strategy to introduce new clients to the company and expand relationships with current clients in order to meet annual revenue goals
Add to the intellectual capital of the specialty area through new ideas, research, or innovative client work
Demonstrate knowledge of the regional and local vendor marketplaces and leverage that knowledge on clients’ behalf
Oversee overall talent pool pipeline within Country: Develop and execute on strategic staffing plans, including all people processes (recruiting, deployment, performance management, development and engagement)
Member of H&B Region Leadership Team: Works with H&B Region Leader (CEEMEA), Head of Operations and Professional Excellence, Head of Markets and Solutions, and other H&B Country Leaders to achieve H&B business plan including financial targets, effective staff management and utilization of Intellectual Capital (IC)
Member of Country Leadership Team: Works with Country Head and other LOB Country Heads to execute Country business plan, with a focus on H&B priorities and initiatives, as well as cross-LOB perspectives
Work with Senior Consultants, Country Heads, other LOB Country Heads and Client Relationship Directors to drive overall Line of Business growth and profitability

127

Health & Benefits Actuarial Consultant Resume Examples & Samples

Lead complex client engagements, including managing overall service delivery, strategy, plan design, incentive development, business placement, benchmarking and other studies
Demonstrate subject matter expertise by contributing to the innovation of Mercer’s intellectual capital
Effectively communicate Mercer's position on latest industry trends to clients
Use appropriate Mercer tools (e.g., VSP) in the development and execution of client strategy
Leverage Mercer's size and reputation to negotiate highly competitive rates and coverage options from carriers and vendors
15 years experience in identifying, designing, recommending and implementing efficient, innovative business solutions to clients' complex health care benefits challenges
Superior analytical and mathematical skills, strategic planning, communication, and listening skills
Proven management skills in leading large, complex projects

128

Health & Benefits Analyst Resume Examples & Samples

Project manage their regional benefit arrangements across APAC or globally; including supporting renewal process with local countries & coordinating collation of information. Maintaining active contact with all stakeholders
Understand & identify issues faced by client and support resolution
Establish strong client relationships, demonstrating an ability to deliver and present in a clear, logical framework
Understand solutions offered by Mercer to be able to have high level discussion with clients
University or college graduate
Minimal industry experience / internships (preferred)
Strong analytical background
Proactive, self-starter, and highly adaptable
Proficient in MS Excel and MS Powerpoint
Comfortable in doing presentations

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Health & Benefits Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

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

Tailor your resume & cover letter with wording that best fits for each job you apply

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15 Health & Benefits resume templates

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