Senior Consultant - Health & Welfare Benefits

Bolton Partners, Inc.; Center Square (PA); Hybrid; USD 170,000 - 220,000; Full time

Benefits offered by this job

Health insurance

Hybrid telework arrangements

401(k) with company match

Paid holidays & vacation

Fitness stipend

Job summary

Bolton Partners, Inc. is seeking a seasoned Senior Consultant to serve Taft-Hartley and multiemployer health & welfare plans.

You will advise Boards of Trustees and Fund Offices on plan design, financial strategy, and long-term sustainability, with a focus on regulatory compliance and stakeholder engagement. You will lead complex engagements, develop renewal and funding strategies, and collaborate with internal teams to deliver actuarial, underwriting, and analytics services.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 15+ years of health & welfare consulting experience, with Taft-Hartley or multiemployer plans.
• Strong knowledge of trustee governance and benefit structures.
• Experience presenting to Boards of Trustees and managing complex engagements.

Responsibilities

• Lead advisor to Taft-Hartley and multiemployer health & welfare plans.
• Develop sustainable benefit strategies with Boards and Fund leadership.
• Conduct claims analysis, contribution modeling, and long-term funding projections.
• Oversee renewal strategy, carrier negotiations, and vendor performance management.
• Design and implement comprehensive medical, pharmacy, dental, vision, life, disability, and specialty programs.
• Guide trustees through ACA, ERISA, HIPAA, and multiemployer regulations.

Skills

Excel

PowerPoint

Financial modeling

Executive presence

Regulatory knowledge

Education

Bachelor’s degree

CEBS designation

Job description

Description

Location: Blue Bell, PA
Salary Range: $170,000 - $220,000
Department: Health
Employment Type: Full-Time | Exempt

About the Role

Bolton is seeking a seasoned Senior Consultant with deep expertise serving Taft-Hartley and multiemployer health & welfare plans. This individual will serve as a strategic advisor to Boards of Trustees, Fund Offices, and union/employer leadership – guiding plan design, financial strategy, compliance, and long-term sustainability.

This role is ideal for a consultant who thrives in complex environments, builds trusted relationships with labor and management stakeholders, contributes to firm growth, and brings both strategic vision and technical depth to client engagements.

What You’ll Do

• Serve as the lead advisor to assigned Taft-Hartley and multiemployer health & welfare plans
• Partner directly with Boards of Trustees and Fund leadership to develop sustainable benefit strategies Conduct and present detailed claims analysis, contribution modeling, and long-term funding projections
• Lead renewal strategy, carrier negotiations, and vendor performance management
• Design and implement medical, pharmacy, dental, vision, life, disability, and specialty benefit programs
• Guide trustees through regulatory requirements, including ACA, ERISA, HIPAA, and other applicable multiemployer regulations
• Prepare and present financial reports, benchmarking analyses, and strategic recommendations at trustee meetings
• Oversee RFP processes and vendor transitions, ensuring alignment with fund objectives
• Collaborate with internal teams to deliver actuarial, underwriting, compliance, and analytics services
• Identify opportunities to expand existing client relationships and cultivate new Taft-Hartley business opportunities
• Participate in finalist presentations, industry conferences, and relationship-building within the labor and multiemployer community
• Mentor consultants and analysts supporting Taft-Hartley engagements

Requirements

What We’re Looking For

Required Qualifications

• Bachelor’s degree or equivalent professional experience
• 15+ years of experience in health & welfare consulting, with significant experience serving Taft-Hartley or multiemployer plans
• Deep understanding of collectively bargained benefit structures and trustee governance models
• Expertise in health plan funding strategies, reserve analysis, contribution modeling, and claims evaluation
• Strong executive presence and experience presenting to Boards of Trustees
• Demonstrated ability to manage complex engagements while advancing client growth opportunities
• Advanced proficiency in Excel, PowerPoint, and financial modeling
• Working knowledge of ACA, ERISA, HIPAA, and multiemployer compliance requirements

Preferred Qualifications

• CEBS designation or actuarial/underwriting training
• Maryland Health & Life license (or ability to obtain within first year)
• Experience supporting jointly managed labor-management benefit funds

Travel

• Approximately 30% regional travel (land and air)

Bolton offers a comprehensive benefits package, including:

• Family medical, dental, and vision coverage
• Employer-paid life and disability insurance
• 401(k) with company match (after 6 months)
• Paid holidays, vacation, and sick leave
• Hybrid telework arrangements
• Monthly fitness stipend
• Ongoing professional development and growth opportunities

Why Bolton?

At Bolton, you’ll join a collaborative consulting firm that values expertise, integrity, and long-term client partnerships. We offer the opportunity to work on complex, meaningful projects while growing your leadership impact in a supportive, collegial environment.

Bolton is an Equal Opportunity Employer

We recruit, hire, and promote qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.