Employee Benefits D & A Team Lead

Jobtailor; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a seniorLife & Health Benefits Consultant to lead financial consulting for an assigned book of business and supervise the D&A team. You will independently evaluate financial and utilization metrics for customers and coach teammates.

You will manage renewals, model plans, and cost-reduction opportunities while expanding the client book and delivering comprehensive reports. Occasional travel may be required.

Qualifications

• Must have and maintain a current Life & Health Insurance License for required states.
• Bachelor’s Degree (BA/BS) with three (3) years’ experience in Employee Benefits Administration, or high school graduate with a minimum of five (5) years of related experience; other combinations of work and/or education will be considered
• Solid knowledge of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations
• Knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation
• Proficiency with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn agency management websites at an accelerated pace
• Excellent customer service and interpersonal skills
• Ability to maintain a high level of confidentiality
• Supervision of no less than two full-time teammates

Responsibilities

• Lead financial consulting for an assigned book of business and department
• Independently evaluate financial and utilization metrics for customers
• Coach, train, and develop teammates
• Supervise day-to-day performance, workload, and attendance issues for the D&A team
• Provide feedback and foster teammate growth through measurable goals
• Manage customer assignments to the D&A team
• Negotiate renewals and recommend insurance solutions, alternative strategies, plan modeling, and cost-reduction opportunities
• Expand the assigned book of business
• Oversee financial reports and client deliverables from D&A teammates
• Lead training efforts for reports and deliverables
• Participate in client and prospective-client meetings
• Perform reporting and analysis in preparation for meetings
• Establish and manage relationships with carrier partners and internal resources
• Liaise with the Tech team, Account Managers, and Producers on renewals and marketing projects
• Occasional local travel to visit customers or prospects may be requested

Skills

Financial Consulting

Utilization Metrics Evaluation

Insurance Solutions Negotiation

Plan Modeling

Cost-Reduction Strategies

Group Health Coverage Knowledge

Underwriting Principles

Premium Calculation

Microsoft Office 365

Agency Management Websites

Education

Life & Health Insurance License

Bachelor’s Degree (BA/BS) with 3 years’ experience in Employee Benefits Administration

Tools

Microsoft Windows

Word

Excel

Job description

Responsibilities

• Lead financial consulting for an assigned book of business and department
• Independently evaluate financial and utilization metrics for customers
• Coach, train, and develop teammates
• Supervise day-to-day performance, workload, and attendance issues for the D&A team
• Provide feedback and foster teammate growth through measurable goals
• Manage customer assignments to the D&A team
• Negotiate renewals and recommend insurance solutions, alternative strategies, plan modeling, and cost-reduction opportunities
• Expand the assigned book of business
• Oversee financial reports and client deliverables from D&A teammates
• Lead training efforts for reports and deliverables
• Participate in client and prospective-client meetings
• Perform reporting and analysis in preparation for meetings
• Establish and manage relationships with carrier partners and internal resources
• Liaise with the Tech team, Account Managers, and Producers on renewals and marketing projects
• Occasional local travel to visit customers or prospects may be requested

Requirements

• Must have and maintain a current Life & Health Insurance License for required states
• Bachelor’s Degree (BA/BS) with three (3) years’ experience in Employee Benefits Administration, or high school graduate with a minimum of five (5) years of related experience; other combinations of work and/or education will be considered
• Solid knowledge of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations
• Knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation
• Proficiency with Microsoft Windows, Office 365, Word, and Excel
• Ability to learn agency management websites at an accelerated pace
• Excellent customer service and interpersonal skills
• Ability to maintain a high level of confidentiality
• Supervision of no less than two full-time teammates

Core Competencies

Demonstrates expertise in financial consulting, employee benefits administration, and insurance solutions while effectively leading and developing teams. Proficient in managing client relationships and delivering comprehensive financial reports and analysis.

Highest-signal resume keywords

• Life & Health Insurance License
• Employee Benefits Administration
• Financial Reporting and Analysis
• Group Health and Welfare Benefit Plans
• Team Supervision and Development

Hard Skills

• Financial Consulting
• Utilization Metrics Evaluation
• Insurance Solutions Negotiation
• Plan Modeling
• Cost-Reduction Strategies
• Group Health Coverage Knowledge
• Underwriting Principles
• Premium Calculation
• Microsoft Office 365
• Agency Management Websites

Soft Skills

• Customer Service
• Interpersonal Skills
• Coaching and Training
• Confidentiality Maintenance

Certifications & Qualifications

• Life & Health Insurance License

Industry Keywords

• Employee Benefits
• Insurance Plans
• Legislation and Regulations
• Client Deliverables
• Carrier Partnerships