Senior PHM & Wellness Strategy Consultant

USI Insurance Services; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

USI Insurance Services is seeking a seasoned Wellness/Population Health Management (PHM) professional to design and implement strategies that reduce costs and improve member health across large employer groups. The role involves assisting with new business sales, supporting national PHM initiatives, and collaborating with insurers and vendors.

The candidate will lead data analysis, develop customized wellness options, create communication materials, and present insights to senior stakeholders.

Qualifications

• 5+ years of experience working directly with wellness/health promotion programs.
• Bachelor’s degree required; Master’s degree preferred; concentration in health sciences is preferred.
• Must hold or be willing to obtain state Life, Accident and Health insurance license.
• Travel up to 50% of the time.
• Basic knowledge of medical terms, including chronic conditions such as high cholesterol, high blood pressure, and diabetes.
• Experience with strategy development, health-related policy, and environmental interventions; carrier/broker/vendor exposure preferred.
• Experience preparing and delivering presentations and facilitating decision-making.
• Ability to convey complex information to a wide variety of audiences in both small and large group settings.
• Self-motivated with a “whatever it takes” attitude to ensure client satisfaction.
• Working knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Ability to multi-task and prioritize in a fast-paced, team environment.

Responsibilities

• Participate in briefings and sales presentations for potential clients with 100+ employees.
• Act as expert in data management tool and review USI concepts and service expectations.
• Develop responses for Requests for Proposals (RFPs).
• Analyze and recommend vendor/carrier-based services, products, and pricing; establish baseline metrics for ongoing monitoring.
• Serve as liaison between USI, the insurer, and outside vendors.
• Partner with internal teams to create customized wellness strategy options for clients focusing on metrics and education.
• Create PHM program implementation communication materials including emails, flyers, and brochures.
• Review client utilization and cost data to identify PHM opportunities and meet with large clients to review wellness statistics.
• Participate in national team meetings and monthly team calls.
• Implement USI strategy with new clients and transition existing clients to the appropriate platform.
• Maintain data tracking tools for corporate reporting.
• Collaborate on sales tools and client communication materials including marketing materials and case studies.
• Identify key vendor resources to support CORE HEALTH strategy and build vendor relationships.
• Develop PHM training for internal and external audiences and create regional training calendars.
• Keep current with industry trends and educate benefits consultants and account executives.

Skills

Wellness/PHM experience

License: Life/Accident & Health

MS Office

Presentation skills

Travel up to 50%

Education

Bachelor's degree in health sciences

Master's degree preferred

Job description

USI Insurance Services is seeking a seasoned Wellness/Population Health Management (PHM) professional to design and implement strategies that reduce costs and improve member health across large employer groups. The role involves assisting with new business sales, supporting national PHM initiatives, and collaborating with insurers and vendors.

The candidate will lead data analysis, develop customized wellness options, create communication materials, and present insights to senior stakeholders.