Senior Health Benefits Consultant & Client Lead

relationinsurance; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Relation Insurance seeks a seasoned Client Consultant to manage health insurance accounts, ensuring client satisfaction and revenue growth. You will lead client teams, coordinate enrollment, develop communications, and maintain carrier relationships.

The ideal candidate has at least seven years in account management in the insurance industry, a Life/Accident & Health license, and advanced designations (CEBS, CBP). Strong knowledge of HIPAA, COBRA, and health plan design is essential.

Qualifications

• Seven+ years of account management experience in the insurance industry, focusing on health lines.
• Experience managing client satisfaction and revenue for benefit programs.
• Strong knowledge of health plan design, benefits administration, and vendor negotiations.

Responsibilities

• Leads client teams' projects, deadlines and meetings utilizing project management tools.
• Establishes carrier/vendor relationships to support enrollment, billing and plan changes.
• Reviews HIPAA/COBRA regulations and ensures compliant service delivery.
• Develops client communications, benefit summaries, and open enrollment materials.
• Creates executive summaries and client-ready reports from vendor data.

Skills

Account management

Insurance knowledge

HIPAA/COBRA knowledge

Client relationship management

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Relation Insurance seeks a seasoned Client Consultant to manage health insurance accounts, ensuring client satisfaction and revenue growth. You will lead client teams, coordinate enrollment, develop communications, and maintain carrier relationships.

The ideal candidate has at least seven years in account management in the insurance industry, a Life/Accident & Health license, and advanced designations (CEBS, CBP). Strong knowledge of HIPAA, COBRA, and health plan design is essential.