FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports, participant statements and annual testing
Review the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
Assist auditors if a plan is subject to an audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
* Bachelors degree preferred
* 3-5 or more years in Defined Benefit work
* Experience in analysis of financial data required
* Experience in Relius software desirable, but not required
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytic mentality associated with problem solving skills
* Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
* Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$90k-125k yearly est. 19d ago
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Defined Benefit Retirement Plan Consultant
Ascensus 4.3
Benefits consultant job at Ascensus
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports, participant statements and annual testing
Review the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
Assist auditors if a plan is subject to an audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
* Bachelors degree preferred
* 3-5 or more years in Defined Benefit work
* Experience in analysis of financial data required
* Experience in Relius software desirable, but not required
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytic mentality associated with problem solving skills
* Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
* Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$69k-95k yearly est. 19d ago
Wealth Consultant
First Citizens 4.8
San Francisco, CA jobs
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served.
Responsibilities
Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development.
Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events.
Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve.
Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients.
Qualifications
Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice
Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning
Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License
Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred
The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
#J-18808-Ljbffr
$72k-109k yearly est. 5d ago
Benefits Consultant - Health & Welfare - (Southern CA)
Rael & Letson 3.3
California jobs
Job Description About Us:
Rael & Letson is an independent employee benefitsconsulting and actuarial services firm. We serve as a trusted advisor to multiemployer and other retirement and health plans, helping bring high quality benefits to working people. We partner with our clients to design, implement, evaluate and communicate innovative and cost-effective benefit programs customized to their unique needs. Our clients rely on our deep industry expertise and experience to achieve their plans' goals.
Responsibilities:
The Health & Welfare BenefitsConsultant develops and manages client relationships, leads consulting activities, coordinates with internal client teams to complete required work, and participates in the development of the firm. The role of the BenefitsConsultant is to:
Manage client relationships, including:
Establishing rapport and building effective working relationships with clients and their organizations
Understanding client issues, anticipating client needs, and identifying potential solutions
Attending regularly scheduled client meetings
Collaborating with other professional service providers (administrators, attorneys, auditors, etc.)
Presenting complex information in terms that clients can act upon
Direct consulting activities, including:
Project management
Coordinating and directing Rael &Letson client teams in ongoing consulting work and special projects
Providing creative, innovative and strategic expertise to clients and colleagues around issues and emerging developments in the employee benefits industry
Managing relationships with carriers, vendors and benefit providers, including negotiation of contracts and renewals
Manage and grow business, including:
Managing client revenue and profitability
Collaborating with others in Rael & Letson to address clients' needs through our full array of services.
Building and maintaining effective and influential client relationships and networks
Leading and/or participating in new business development initiatives for existing and prospective clients
Professional and firm development, including:
Participating in training and professional development to further knowledge and expertise
Attending and contributing to Health & Welfare Practice and Firm meetings
Playing a proactive role in mentoring and training staff
Contributing to special projects or assignments within the Practice
Necessary Skills and Attributes:
Strong analytical and problem-solving abilities
Excellent verbal and written communication skills
Effective presentation skills, in-person and virtual
Ability to work in a fast-paced environment and manage multiple priorities
Willingness to travel as needed to meet with clients and prospects
Demonstrated success as a relationship builder/collaborator
Ability to work independently as well as in a team
Computer / Software skills: Strong proficiency with general Office software such as Word, Excel, PowerPoint, Outlook, SharePoint, Teams
Strong understanding of financial reports, renewal calculations, annual projections, etc., and ability to conduct a high-level review and assess reasonableness of results
Preferred Education and Experience:
Work Experience: Minimum of 8 years of experience within an employee benefitsconsulting firm and/or related professional services environment involving exposure to health plan strategies, concepts/approaches, design and implementation
Experience with multiemployer and/or public sector health and welfare benefit plans
Education: Undergraduate degree, or equivalent work experience
Certificates and Licenses: Appropriate insurance licensing; CEBS and/or Actuarial credential(s) a plus
Location and Travel:
This Consultant position is based in Southern California. Our physical office is located in San Diego but Consultants have the ability to work remotely from anywhere in the region. The ability to attend client and team meetings in person is required. Travel for business may be required up to 15% of the time, including some overnight trips.
Company Culture:
We are a friendly, professional team and are open to flexible work arrangements (including some working from home and schedule flexibility), as long as business needs are covered.
At Rael & Letson, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention, and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their unique backgrounds including - but not limited to - gender and gender identity, race, ethnicity, sexual orientation, disability status, veteran status, age, and religion. Fostering a diverse and inclusive environment is critical to our success, allows us to attract and retain the best talent and enables us to support one another's professional success.
Total Comp and Benefits:
In addition to competitive base pay, this position is eligible for our annual bonus program, as well as our new business incentive bonus program for Consultants.
We are proud to offer excellent benefits including a 401k with a 5% company contribution, available medical, dental, vision, life and disability coverage, ESOP, generous paid time off, and more.
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Pharmacy Benefit Manager (PBM) Market Regulation Compliance Consultant
Position is work from home (USA)
Risk & Regulatory Consulting, LLC
Specific Duties and Responsibilities:
Assess PBM compliance with state and federal laws. Understanding of the PBM operations in relation to the pharmaceutical supply chain is essential.
Evaluate PBM contracts with health plans and pharmacies to determine if they contain discriminatory or non-compliant provisions
Perform comparative reviews of MAC pricing lists/contracts
Conduct reimbursement methodology reviews, pharmacy audit reviews and network adequacy reviews
Validate and analyze the quarterly and annual data reports
Monitor PBM marketplace activities and trends
Document in writing findings and reports of examinations, as needed
Prepare and present training on such topics
Participate in practice development activities with state and federal state agencies
Requirements:
Must have 5+ years of PBM operational and/or compliance/internal audit experience and prior consulting experience in healthcare, managed care, or PBM industries and working knowledge of Pharmacy Benefit Managed Care business or PBM experience
Bachelor's Degree in Business, Risk Management, Accounting, Finance or applicable fields
Ability to interact effectively across department lines and with all levels of management
Must understand the fundamentals of the pharmaceutical supply chain, Maximum Allowable Cost (MAC) pricing, national average drug acquisition cost (NADAC) reimbursements, spread pricing, and pharmacy claims and balancing clinical, regulatory, pharmaceutical industry issues.
Proficient at using Microsoft Office (Word, Excel, Access, PowerPoint, and Outlook)
Effective written and oral communication skills
Regulatory experience is a plus
Strong analytical abilities and attention to detail
Self-directed and the ability to problem solve in a positive, productive manner
Strong communication skills, collaborative, adaptable to changing priorities and ability to execute on tight deadlines Strong team orientation and the ability to work with a variety of people
Must be comfortable doing presentations and conducting phone calls with multiple clients and team members
Travel as needed, minimal
Preferred
IRES Designation such as Certified Insurance Examiner, Accredited Insurance Examiner or Market Conduct Management or a certified PBM designation.
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by eight partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $85,100 - $161,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Pharmacy Benefit Manager (PBM) Market Regulation Compliance Consultant
Position is work from home (USA)
Risk & Regulatory Consulting, LLC
Specific Duties and Responsibilities:
Assess PBM compliance with state and federal laws. Understanding of the PBM operations in relation to the pharmaceutical supply chain is essential.
Evaluate PBM contracts with health plans and pharmacies to determine if they contain discriminatory or non-compliant provisions
Perform comparative reviews of MAC pricing lists/contracts
Conduct reimbursement methodology reviews, pharmacy audit reviews and network adequacy reviews
Validate and analyze the quarterly and annual data reports
Monitor PBM marketplace activities and trends
Document in writing findings and reports of examinations, as needed
Prepare and present training on such topics
Participate in practice development activities with state and federal state agencies
Requirements:
Must have 5+ years of PBM operational and/or compliance/internal audit experience and prior consulting experience in healthcare, managed care, or PBM industries and working knowledge of Pharmacy Benefit Managed Care business or PBM experience
Bachelor's Degree in Business, Risk Management, Accounting, Finance or applicable fields
Ability to interact effectively across department lines and with all levels of management
Must understand the fundamentals of the pharmaceutical supply chain, Maximum Allowable Cost (MAC) pricing, national average drug acquisition cost (NADAC) reimbursements, spread pricing, and pharmacy claims and balancing clinical, regulatory, pharmaceutical industry issues.
Proficient at using Microsoft Office (Word, Excel, Access, PowerPoint, and Outlook)
Effective written and oral communication skills
Regulatory experience is a plus
Strong analytical abilities and attention to detail
Self-directed and the ability to problem solve in a positive, productive manner
Strong communication skills, collaborative, adaptable to changing priorities and ability to execute on tight deadlines Strong team orientation and the ability to work with a variety of people
Must be comfortable doing presentations and conducting phone calls with multiple clients and team members
Travel as needed, minimal
Preferred
IRES Designation such as Certified Insurance Examiner, Accredited Insurance Examiner or Market Conduct Management or a certified PBM designation.
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by eight partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $85,100 - $161,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$85.1k-161.7k yearly Auto-Apply 44d ago
Employee Benefits Consultant - Voluntary Benefits
Standard Insurance Company 4.8
Philadelphia, PA jobs
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
Job Summary
Our Voluntary Benefits Division is growing! The Employee BenefitsConsultant is responsible for top line premium growth, case count and producer recruiting for a territory that includes central/southern NJ and eastern PA. This position works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting, training, educating, and motivating in order to ensure profitable growth and to meet sales objectives established for an assigned market within the territory.
Establish and maintain consulting relationships with national, regional, and local Employee Benefit Broker Partners, General Agents, Technology Partners, and Enrollment Firms for voluntary group and life insurance products, including long-term care.
Serve as a subject matter expert to partners, providing guidance on enrollment technology solutions and product offerings for their clients.
Deliver training and ongoing development to producers, agencies, and general agents; support their growth in assigned regions.
Collaborate closely with internal departments-Sales Support, Underwriting, Policyholder Services, Billing, Compliance, and Compensation-to achieve production goals and ensure high-quality business.
Analyze market trends, consult with producers to enhance their business, support recruiting and marketing initiatives, and provide feedback to implement corporate strategy.
* Prior experience selling voluntary benefits is a requirement of the role. *
* An established broker network in the territory is a requirement of the role. *
* Ability to travel 2-3 days per week within the territory is a requirement of the role. *
Skills and Background You'll Need
Education: Bachelor's degree preferred. Life & health licensing required. If not currently licensed, must obtain upon hire.
Experience: Minimum 2 years experience selling voluntary benefits.
An established broker network within the territory is required.
Must be able to travel 3 days per week on average throughout the territory.
Key Behaviors of a Successful Candidate
Customer Focus. Understanding needs of internal and external clients.
Driving Success. Proactive approach to developing a team that exceed expectations.
Winning Together: Work as a collaborative member on the Voluntary Benefits team strategizing and driving sales success.
#LI-REMOTE
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about
working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.
Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.
Salary Range:
$125K-$200K+, which includes a base salary and target incentive compensation
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
Job Summary
Our Voluntary Benefits Division is growing! The Sr. Employee BenefitsConsultant is responsible for top line premium growth, case count and producer recruiting within a territory that includes Minnesota, North & South Dakoka, and western Wisconsin. This role works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting, training, educating, motivating in order to ensure profitable growth and to meet sales objectives established for an assigned market within the territory.
Build consulting relationships with new and existing national, regional and local employee benefit broker partners, general agents, technology partners and enrollment firm partners with our suite Workplace Group, Individual and non-insurance products.
Consult with producers to bring value to their existing book of business and develop new opportunities designed to generate solutions for their clients.
Identify and develop new consulting relationships in order to acquire new logos in a key market. Meet or exceed assigned production plan.
Be a resource for partners by being the subject matter expert on suitable enrollment technology solutions as well as product solutions for their client companies.
Identify opportunities and provide training and on-going development of producers, agencies and general agents to achieve results.
* Experience selling voluntary benefits is a requirement of the role. *
* An established broker network within the defined territory is a requirement of the role. *
* Ability to travel 3 days per week on average is a requirement of the role. *
Skills and Background You'll Need
Education: Bachelor's degree preferred. Life & health licensing required. If not currently licensed, must obtain upon hire.
Experience: Minimum 5 years' experience selling voluntary benefits.
An established broker network within the territory is required.
Must be able to travel 3 days per week on average throughout the territory.
Key Behaviors of a Successful Candidate
Customer Focus. Understanding needs of internal and external clients.
Driving Success. Proactive approach to developing a team that exceed expectations.
Winning Together: Work as a collaborative member on the Voluntary Benefits team strategizing and driving sales success.
#LI-REMOTE
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about
working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.
Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.
Salary Range:
Compensation is made up of a base salary and variable pay. Total compensation range: $200k - $300k
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
$66k-85k yearly est. Auto-Apply 49d ago
Consultant, Retirement Benefits Accounting
Toyota Motor Company 4.8
Plano, TX jobs
Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us.
To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time.
Who we're looking for
Toyota's Corporate Accounting Department is looking for a passionate and highly motivated Consultant, Retirement
Benefits Accounting.
The primary responsibility of this role is to lead the accounting, financial reporting, audit coordination, and strategic
management of pension and retirement benefit plans, partnering with cross-functional senior leadership, external auditors,
and actuaries to ensure compliance, accuracy, and operational efficiency.
Reporting to the Senior Manager, Corporate Accounting, the person in this role will support the Corporate Accounting's
department's objective to ensure the accurate accounting, reporting, and compliance of all pension and retirement benefit
plans across the organization by providing financial oversight, maintaining strong internal controls, supporting regulatory
and audit requirements, and delivering timely, reliable information to executive leadership and stakeholders for informed
decision-making.
What you'll be doing
* Manage the annual Benefit Plan Audit across multiple divisions, coordinating with senior stakeholders in HR
Benefits, Payroll, Treasury, Tax, Legal, Finance, and external auditors (Senior to Partner level).
* Complete the financial statement disclosure checklist in support of the Benefit Plan audit process
* Serve as the primary point of contact for external auditors during benefit plan audit, coordinate audit requests,
provide documentation and resolve inquiries in a timely manner.
* Present audited financial statements to executive level management such as the TMNA CAO and CFO
Prepare audited financial statements for U.S. Savings, Pension, and Post-Retirement Benefit Plans.
* Draft annual pension footnote disclosures for inclusion in Toyota's consolidated financial statements (TMNA
AFS).
* Review financial statements, reports, and disclosures to ensure accuracy and compliance with GAAP, IFRS, and
regulatory requirements.
* Lead month-end and year-end close processes for retirement benefit accounts, including preparation and posting
of US GAAP and IFRS journal entries.
* Review and approve general ledger account reconciliations related to retirement plan assets and liabilities.
* Monitor and analyze pension plan assets, liabilities, funding status, and cash flows on a quarterly basis.
* Research, evaluate, and document technical accounting positions related to retirement benefits, including policy
changes and regulatory updates.
* Oversee accounting and participation in unionized retirement plans across North American entities.
* Support corporate initiatives and special projects involving plan mergers, acquisitions, and design changes.
* Partner with external actuarial firms (e.g., Willis Towers Watson) to coordinate deliverables, review reports, and
evaluate plan obligations.
* Assess the financial impact of legislative or plan changes on company operations and financial statements.
* Respond to inquiries from internal and external stakeholders, including auditors, regulators, and employees, on
pension and retirement benefit matters.
* Prepare executive-level reports and presentations related to pension accounting and benefit plan performance.
* Ensure compliance with Sarbanes-Oxley (SOX) requirements and controls, for all retirement and benefit plan
accounting processes
What you bring
* Bachelor's degree in Accounting
* 7+ years of accounting experience (in similar field and/or industry)
* Mixture of public/private accounting experience
* CPA License
* Enthusiastic self-starter with ability to tackle multiple projects simultaneously.
* Strong US GAAP Knowledge
* Strong leadership skills in taking the initiative to lead Kaizen efforts and change management
* Broad financial analytical skills
Added bonus if you have
* Familiarity with Toyota business operations and accounting processes
* Strong pension accounting knowledge
* Experience with SAP S4/HANA
* Experience using Blackline
What We'll Bring
During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include:
* A work environment built on teamwork, flexibility and respect
* Professional growth and development programs to help advance your career, as well as tuition reimbursement
* Team Member Vehicle Purchase Discount
* Toyota Team Member Lease Vehicle Program (if applicable)
* Comprehensive health care and wellness plans for your entire family
* Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute
* Paid holidays and paid time off
* Referral services related to prenatal services, adoption, childcare, schools and more
* Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA)
* Relocation assistance (if applicable)
Belonging at Toyota
Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong.
Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law.
Have a question, need assistance with your application or do you require any special accommodations? Please send an email to *****************************.
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
Job Summary
Our Voluntary Benefits Division is growing! The Sr. Employee BenefitsConsultant is responsible for top line premium growth, case count and producer recruiting within a territory that includes Chicago, IL and the state of Wisconsin. This role works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting, training, educating, motivating in order to ensure profitable growth and to meet sales objectives established for an assigned market within the territory.
Build consulting relationships with new and existing national, regional and local employee benefit broker partners, general agents, technology partners and enrollment firm partners with our suite Workplace Group, Individual and non-insurance products.
Consult with producers to bring value to their existing book of business and develop new opportunities designed to generate solutions for their clients.
Identify and develop new consulting relationships in order to acquire new logos in a key market. Meet or exceed assigned production plan.
Be a resource for partners by being the subject matter expert on suitable enrollment technology solutions as well as product solutions for their client companies.
Identify opportunities and provide training and on-going development of producers, agencies and general agents to achieve results.
* Experience selling voluntary benefits is a requirement of the role. *
* An established broker network within the defined territory is a requirement of the role. *
* Residence in this territory is a requirement of the role. *
Skills and Background You'll Need
Education: Bachelor's degree preferred. Life & health licensing required. If not currently licensed, must obtain upon hire.
Experience: Minimum 5 years experience selling voluntary benefits.
An established broker network within the territory is required.
Must be able to travel 2-3 days per week on average throughout the territory.
Residence in the territory is required.
Key Behaviors of a Successful Candidate
Customer Focus. Understanding needs of internal and external clients.
Driving Success. Proactive approach to developing a team that exceed expectations.
Winning Together: Work as a collaborative member on the Voluntary Benefits team strategizing and driving sales success.
#LI-REMOTE
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about
working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.
Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.
Salary Range:
$200K-$300K+, which includes a base salary and target incentive compensation
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
$80k-102k yearly est. Auto-Apply 6d ago
Employee Benefits Consultant - Voluntary Benefits
Standard Insurance Company 4.8
San Francisco, CA jobs
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
JOB SUMMARY
Our Voluntary Benefits Division is growing! The Permanent Life Insurance Sales Consultant is responsible for top line premium growth, case count, and producer recruiting for a territory that includes the lucrative Bay Area of California. This position works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting, training, educating, and motivating in order to ensure profitable growth and to meet sales objectives established for an assigned market within the territory.
Build consulting relations with new and existing National, Regional and local Employee Benefit Broker Partners, General Agents, Technology Partners and Enrollment Firm partners with voluntary group and life insurance with long term care product suites.
Be a resource for partners by being the subject matter expert on suitable enrollment technology solutions as well as product solutions for their client companies.
Employee BenefitsConsultants provide training and on-going development of producers, agencies and general agents in their assigned region.
Responsible for maintaining a strong working relationship with our Home Office Sales Support, Underwriting, Policyholder Services, Billing Support, Compliance, and Compensation.
Meet or exceed assigned production plan.
Help analyze markets and formulate recruiting and marketing programs, with the goal of securing long term relationships with producers who will effectively produce quality business.
Consult with producers to bring value to their existing book of business and develop new opportunities designed to generate solutions for their clients.
Provide feedback on changes in the marketplace.
Help implement and support the corporate strategy.
Provide feedback on changes in the marketplace.
Help implement and support the corporate strategy.
* Prior experience selling hybrid benefit products is required for this role. *
* Must reside in the Bay Area. *
* Ability to travel 3 days per week, by car throughout the defined territory required for this role. *
Skills and Background You'll Need
EDUCATION: Bachelor's degree preferred.
LICENSING: Life & Health licenses required. If not currently licensed, licensing must be obtained upon hire.
EXPERIENCE: Minimum 2+ years of experience selling voluntary or employee benefits.
Ability to travel 3 days per week, by car or plane, throughout the defined territory.
Prefer to see established broker relationships within territory.
Key Behaviors of a Successful Candidate
Customer Focus. Understanding needs of internal and external clients.
Driving Success. Proactive approach to developing a team that exceed expectations.
Winning Together: Work as a collaborative member on the Employee Benefits team strategizing and driving sales success.
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about
working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.
Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.
Salary Range:
$47,500 base + uncapped commission
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
It's about supporting people.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Employee Benefits Account Manager could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Employee Benefits Account Manager with Frost Insurance Agency,
you
are our insurance experience champion. In this role, you will be responsible for acting as main point of contact for employee benefits customers. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts.
What you'll do:
Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts
Review and analyze client/policy information in order to prepare Requests for Proposals
Present findings and recommendations to clients, Producers, and prospective
Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier
Research and resolve participant related matters
Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA
Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities
Oversee internal invoicing processes
Conduct client consultations and enrollment meetings either on-site or at their place of business
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor's degree with 1+ year of related business experience
Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000
Organizational skills and the ability to multitask
Excellent written and verbal communication skills
Proficient in Microsoft applications
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$86k-116k yearly est. Auto-Apply 60d+ ago
Benefits Manager
Piper Sandler & Co 4.8
Minneapolis, MN jobs
At Piper Sandler, we connect capital with opportunity to build a better future.
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently seeking a Benefits Manager in our Minneapolis, MN office.
This position provides both strategic and hands-on leadership to the design, planning, implementation and ongoing administration of the benefits programs and processes. The Benefits Manager will collaborate closely with Finance, Legal and Human Resources teams to model and deliver high quality programs that drive corporate strategies and priorities.
Essential Functions:
Develop and manage benefits plans and policies to meet strategic objectives, ensure compliance, optimize costs, and enhance shareholder value.
Model program costs and return on investment, and assess program effectiveness to inform decision-making..
Conduct comprehensive benefits planning and benchmarking to ensure competitive offerings.
Oversee the administration of benefit programs and policies including health, dental, life, disability insurance, flexible benefits, leave of absence, retirement plan, and COBRA.
Serves as primary point of contact for complex employee leaves and accommodations.
Manage vendor relationships as it relates to benefits administration and consulting to ensure optimal service delivery.
Researches and monitor industry trends and best practices in benefits programs to maintain competitive edge.
Manages regulatory compliance and corporate governance, recommending and implementing changes or additions to policies.
Provides consulting and analytical support on benefits projects, creating training and communication materials as needed.
Lead and develop a team of professionals; fostering a collaborative and high-quality work environment.
Perform other tasks, responsibilities and projects as assigned.
Requirements
Bachelor's degree in Human Resources or related field preferred.
8+ years experience in benefit or HR roles; experience in managing teams is a plus.
Professional certification (CEBS or related) preferred.
In-depth understanding of benefits administration regulations including ERISA, HIPAA, COBRA and ACA required.
Experience with international benefits programs across multiple countries is preferred
Proficiency in MS Office applications
Strong ability to multi-task and adapt to changing business environments.
Excellent communication skills, with the ability to interact effectively with staff and management at all levels..
The anticipated starting salary range for individuals expressing interest in this position is $115,000 - $140,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
$115k-140k yearly Auto-Apply 21d ago
Benefit Consultant
Christensen Group 3.6
Eden Prairie, MN jobs
Full-time Description
This position is primarily responsible for retaining clients and their existing book of business. The consultant will oversee strategy, financial analysis, benefit design, plan renewals, bench marking, and overall service delivery. They will also effectively communicate Christensen Group's value proposition and latest industry trends to active clients.
Essential Duties and Responsibilities
Develops sophisticated benefit design and renewal strategies and drives the development of solutions to address complex client issues
Present to clients the strategies and financials for pre-renewal and renewal meetings
Works closely with account management /or client service teams on pre-renewal strategy, RFP distribution, open enrollment strategy and post renewal analysis
Handles the rate negotiations with carrier partners
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
Maintains a full understanding of the insurance markets, funding alternatives, networks and benefit plan options
Communicates and educates clients on their claim data reporting
Clearly establishes and communicates timelines with the client service team(s) and keeps them apprised of changes and renewal updates
Participates in team sales situations with other producers and support personnel.
Oversees the on-boarding of new clients by working collaboratively with client service team(s) to establish the implementation plan, team and timeline
Ensures client service team(s) exceeds client expectations, in partnership with Employee Benefits Service Leader
Cultivates and maintains strong relationships with clients and carriers
Assists, educates and develops other staff members in new client sales situations and existing client service requirements
Establishes effective carrier/vendor relationships to serve clients in benefits procurement and administration
Attends carrier events to remain up to date and knowledgeable of carrier plans and changes, as well as maintain strong relationships
Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as ACA, HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges
Management of benefit account revenue
Knowledge of total account revenue; business insurance, 401K, personal lines and any other revenue sources
Growth of account revenue-based on new lines of coverage, growth of company that automatically produces additional revenue, assistance in adding business insurance, 401K etc. to the account
Knowledge related to profitability of client and responsibility to co-manage with producer
Leads strategy development for funding alternatives such as captive arrangements and unbundled/self-funded solutions.
Evaluates and recommends vendors within unbundled/self-funded structures, including TPAs, PBMs, and stop-loss carriers.
Other Duties and Responsibilities
Works individually or with other consultants to finalize projects, and monitors time spent and project budget at first level.
Assist with special projects as determined by Employee Benefits Leaders
Develops and maintains interdivision/intercompany relationships consistent with our company culture
Fosters a culture of learning and development and engages in mentorship activities with other employees
Represents and demonstrates professionalism of Christensen Group brand
Requirements
4-year degree (preferred).
At least 10 years of Employee Benefit insurance experience (required).
Active resident Life and Health License (required)
Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, Flex and Health Savings Account plans (required).
Understand fully insured, self-insured, and captive funding products (required).
Ability to influence and effectively interact with members of the C-suite (required).
Practical knowledge of quoting process and tools (required).
Ability to organize and prioritize work responsibilities (required).
Excellent communication skills - verbal and written
Ability to maintain confidential information
Ability to learn and understand a variety of issues, including client and staff needs related to human resources and benefits business
Proficiency in Microsoft Office (strong math and Excel background)
Working knowledge of a client management system
Salary Description $96,300 - $140,000
$40k-64k yearly est. 36d ago
Benefits Manager - Human Resources
JTC PLC 4.0
Austin, TX jobs
PURPOSE OF JOB This position will be responsible for the administration and management of our employee benefits programs, ensuring that benefits are competitive, compliant, and meet the needs of our diverse workforce. The Benefits Manager will work closely with the HR team and other departments to implement and maintain employee benefit plans and initiatives, as well as provide excellent support to employees regarding benefit-related matters.
MAIN RESPONSIBILITIES AND DUTIES
BENEFITS
* Oversee the design, implementation, and administration of employee benefits programs, including health, dental, vision, life insurance, disability, retirement, wellness, and other benefits offerings.
* Collaborate with external vendors, brokers, and insurance providers to ensure the company's benefits offerings remain competitive, cost-effective, and compliant with regulatory requirements.
* Ensure accurate and timely enrollment, changes, and terminations of benefits for all employees.
* Ensure that all benefits programs comply with federal, state, and local regulations, including ERISA, HIPAA, ACA, FMLA, COBRA, and other applicable laws.
* Monitor and update benefits plans to ensure compliance with new legislation and regulatory changes.
* Serve as the point of contact for employees regarding benefits inquiries, providing guidance and assistance on benefit options, claims issues, and enrollment procedures.
* Develop and implement employee communication strategies to ensure understanding and engagement with available benefits programs.
* Maintain accurate records of employee benefits data, ensuring that all information is up-to-date and compliant with company policies and legal requirements.
* Prepare regular reports on benefits usage, costs, trends, and performance metrics for leadership review.
* Perform regular audits of benefits data to ensure accuracy and resolve discrepancies.
* Continuously assess the effectiveness and competitiveness of JTC USA's benefits offerings, proposing new initiatives or adjustments as needed to enhance employee satisfaction and retention.
* Work with senior leadership to align benefits offerings with company goals, culture, and employee needs.
* Manage relationships with third-party vendors, including benefits brokers and providers, to ensure effective service delivery and cost management.
* Assist in the management of the annual benefits budget, working to optimize spending without compromising on employee satisfaction.
GENERAL
* Actively contribute and be a key member of a HR team building effective working relationships to ensure procedures are accurately followed, allowing for continuity of service during busy periods or times of absence.
* Uphold the professional standards expected of an HR practitioner and act as a role model of excellence with all clients, internally and externally.
* Maintain the highest standard of confidentiality and security in terms of employee data and business information. Treat all HR data in line with GDPR and maintain an ongoing awareness of GDPR legislation.
* Maintain accuracy when handling either employee or company specific data and ensure that the integrity of process is maintained. Follow four eye check protocol and fully complete check lists as required, including providing assistance to other HR colleagues who need support with four eye checks.
* Contribute to the wider HR team, supporting ad hoc projects, exchanging knowledge and supporting standards of good practice.
* Develop self and maintain knowledge in relevant field at all times.
* Consistently demonstrate JTC core values and expected behaviors.
* Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
* Adhere to JTC core values and expected behaviors.
* Adhere to CPD requirements in accordance with qualification level.
* Any other duties as deemed necessary by Management.
ESSENTIAL REQUIRMENTS
* Bachelor's degree in Human Resources, Business Administration, or related field (required).
* A minimum of 5 years of experience in employee benefits management, preferably in a corporate or global environment.
* Strong experience with the creation and implementation of benefits packages.
* Extensive knowledge of employee benefits programs, regulations, and industry best practices.
* Experience with benefits administration software and systems (e.g., HRIS, benefits portals, etc.).
* Strong communication skills, with the ability to explain complex benefits information to a wide range of employees.
* Detail-oriented with strong organizational skills and the ability to manage multiple tasks and priorities.
* Analytical skills, including experience with benefits data analysis and reporting.
* Ability to work independently and as part of a collaborative team.
* Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and benefits management systems.
* High level of integrity and confidentiality in handling sensitive employee information.
* Strong problem-solving skills and a proactive approach to challenges.
* Ability to work in a fast-paced, constantly evolving environment.
It's about supporting people.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Employee Benefits Account Manager could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Employee Benefits Account Manager with Frost Insurance Agency,
you
are our insurance experience champion. In this role, you will be responsible for acting as main point of contact for employee benefits customers. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts.
What you'll do:
Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts
Review and analyze client/policy information in order to prepare Requests for Proposals
Present findings and recommendations to clients, Producers, and prospective
Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier
Research and resolve participant related matters
Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA
Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities
Oversee internal invoicing processes
Conduct client consultations and enrollment meetings either on-site or at their place of business
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor's degree with 1+ year of related business experience
Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000
Organizational skills and the ability to multitask
Excellent written and verbal communication skills
Proficient in Microsoft applications
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$87k-117k yearly est. Auto-Apply 28d ago
Benefit Counselor II
Leavitt Group 4.3
Jacksonville, FL jobs
FBMC, a Leavitt Group affiliate, is seeking to add new talent to its team at their client's location, in Jacksonville, FL.
For over 40 years, FBMC's mission has been to provide all employees with affordable, high-quality protection. The company values strong client relationships, exceptional service, and giving back to the communities it serves. FBMC's culture is founded on integrity, teamwork, and a collective dedication to ensuring a safe and prosperous future.
About the Role
The Benefit Counselor II plays a key role in helping employees feel confident and informed about their benefit choices. In this role, you will guide employees through their benefit options and enrollment process, answer questions, and ensure a smooth, positive experience all while providing outstanding customer service in a fast-paced environment.
What You'll Do
Educate and support employees on benefit offerings, including Medical, Dental, Vision, FSA/HSA, STD, LTD, Life Insurance, and voluntary benefits.
Guide employees through the benefits enrollment process and address questions related to eligibility, coverage, and systems.
Respond to inbound and outbound calls and emails with timely, accurate, and professional support.
Accurately document employee interactions, inquiries, and resolutions.
Stay up to date on benefit plans, policies, and new offerings.
Deliver a positive employee experience through active listening and first-contact resolution.
Partner with internal teams to support service quality and continuous improvement.
Manage priorities effectively and work independently with minimal supervision.
What We're Looking For
Strong customer service and communication skills, both verbal and written.
Ability to clearly explain benefit information in an easy-to-understand way.
Excellent organizational, multitasking, and problem-solving skills.
Comfort working in a fast-paced, high-volume environment.
Proficiency with Microsoft Office and CRM systems.
Ability to work across multiple computer applications at once.
Bilingual (English/Spanish) preferred.
Education & Experience
Active Life and Health Insurance License required.
High school diploma or GED required, bachelor's degree or equivalent experience preferred.
Two (2) years of customer service experience or one (1) year of call center experience.
One (1) year of benefits enrollment experience.
#LI-LM1
$37k-68k yearly est. Auto-Apply 7d ago
US Benefits Manager
Susquehanna International Group, LLP 4.7
Philadelphia, PA jobs
At Susquehanna International Group, you'll see innovation and collaboration in play every day. We are a data-driven organization that values good decision-making, teamwork and expertise. We foster a culture of collaboration, and we are constantly learning and challenging ourselves to grow.
Our Global Benefits team has an opportunity for a Benefits Manager who will lead US healthcare administration, design and strategy to ensure our employees have access to comprehensive benefit options and resources. Reporting to the Head of Global Benefits, this role is incredibly impactful within our organization. You are the face of our benefits programs to our employees, to their families, and to anyone considering job opportunities at Susquehanna. You'll partner with internal and external stakeholders to ensure our benefits remain robust, competitive, and available when employees need them. You will work across an expansive portfolio of benefits that includes medical, prescription drug, dental, vision, family formation and voluntary benefits, with the ability to assess opportunities for change. Our focus is to ensure that we deliver a great employee experience, from the first date of enrollment and each day thereafter. We're looking for someone in this role who is energized by this responsibility, by the prospect of being both hands-on and strategic, and by the opportunity to support the short- and long-term goals of the organization and its global benefits strategy.
In this job, you will:
* Manage the development, implementation, and administration of all US employee benefit plans, policies, and procedures including, but not limited to, medical, prescription drugs, dental, vision, family formation and voluntary benefits
* Partner with internal stakeholders including HR generalists, HRIS, recruiting and communications/marketing teams to ensure holistic benefit offerings are provided to employees and their families
* Effectively liaise with outside organizations, including consultants and benefit vendors, by developing strong relationships that encourage adept execution of shared goals
* Understand self-insured medical programs, HDHPs, self-insured medical plan accrual and contribution setting, and transparent Pharmacy Benefit Manager arrangements
* Review complex benefit contracts and renewals, including financials and performance guarantees, summarize key areas of impact and deliver for execution
* Ensure US benefit plans are compliant with federal and state regulations, including but not limited to ERISA, HIPAA, COBRA, MHPAEA and the ACA
* Provide excellent customer service and issue resolution when responding to benefits escalations
* Collaborate with the HRIS team in the development and/or implementation of technology to support the effective administration of all plans
* Develop, review and deliver effective communication materials, both targeted and broad, relating to the benefits programs, as needed
What we're looking for
* Bachelor's degree
* 5+ years of experience in an employee benefits role, preferably in benefitsconsulting or at another employer
* Experience with self-insured medical benefits, HDHPs and international transfers desired
* Strong financial & analytical skills with the ability to assess and act upon utilization and cost metrics
* Must be able to think strategically and design/execute tactical project plans
* Ability to work collaboratively and effectively in a dynamic and fast-paced team environment
* Ability to creatively solve and present good solutions to problems
* Strong customer-orientation, flexibility and ability to curate new ideas
* Demonstrated ability to build effective work relationships with all levels within the organization
* Strong verbal and written communication skills to effectively interact with employees and colleagues
About Susquehanna
Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
$72k-104k yearly est. Auto-Apply 60d+ ago
US Benefits Manager
Susquehanna International Group, LLP 4.7
Philadelphia, PA jobs
At Susquehanna International Group, you'll see innovation and collaboration in play every day. We are a data-driven organization that values good decision-making, teamwork and expertise. We foster a culture of collaboration, and we are constantly learning and challenging ourselves to grow.
Our Global Benefits team has an opportunity for a Benefits Manager who will lead US healthcare administration, design and strategy to ensure our employees have access to comprehensive benefit options and resources. Reporting to the Head of Global Benefits, this role is incredibly impactful within our organization. You are the face of our benefits programs to our employees, to their families, and to anyone considering job opportunities at Susquehanna. You'll partner with internal and external stakeholders to ensure our benefits remain robust, competitive, and available when employees need them. You will work across an expansive portfolio of benefits that includes medical, prescription drug, dental, vision, family formation and voluntary benefits, with the ability to assess opportunities for change. Our focus is to ensure that we deliver a great employee experience, from the first date of enrollment and each day thereafter. We're looking for someone in this role who is energized by this responsibility, by the prospect of being both hands-on and strategic, and by the opportunity to support the short- and long-term goals of the organization and its global benefits strategy.
In this job, you will:
Manage the development, implementation, and administration of all US employee benefit plans, policies, and procedures including, but not limited to, medical, prescription drugs, dental, vision, family formation and voluntary benefits
Partner with internal stakeholders including HR generalists, HRIS, recruiting and communications/marketing teams to ensure holistic benefit offerings are provided to employees and their families
Effectively liaise with outside organizations, including consultants and benefit vendors, by developing strong relationships that encourage adept execution of shared goals
Understand self-insured medical programs, HDHPs, self-insured medical plan accrual and contribution setting, and transparent Pharmacy Benefit Manager arrangements
Review complex benefit contracts and renewals, including financials and performance guarantees, summarize key areas of impact and deliver for execution
Ensure US benefit plans are compliant with federal and state regulations, including but not limited to ERISA, HIPAA, COBRA, MHPAEA and the ACA
Provide excellent customer service and issue resolution when responding to benefits escalations
Collaborate with the HRIS team in the development and/or implementation of technology to support the effective administration of all plans
Develop, review and deliver effective communication materials, both targeted and broad, relating to the benefits programs, as needed
What we're looking for
Bachelor's degree
5+ years of experience in an employee benefits role, preferably in benefitsconsulting or at another employer
Experience with self-insured medical benefits, HDHPs and international transfers desired
Strong financial & analytical skills with the ability to assess and act upon utilization and cost metrics
Must be able to think strategically and design/execute tactical project plans
Ability to work collaboratively and effectively in a dynamic and fast-paced team environment
Ability to creatively solve and present good solutions to problems
Strong customer-orientation, flexibility and ability to curate new ideas
Demonstrated ability to build effective work relationships with all levels within the organization
Strong verbal and written communication skills to effectively interact with employees and colleagues
About Susquehanna
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
$72k-104k yearly est. Auto-Apply 60d+ ago
Lead Wellbeing Benefits Consultant
Wells Fargo Bank 4.6
Minneapolis, MN jobs
Lead BenefitsConsultant
Wells Fargo is seeking a Lead Wellbeing BenefitsConsultant with experience in designing and leading health, well‑being, and mental health programs. This strategic role plays a key part in enhancing employee engagement, improving health outcomes, and aligning wellness and mental health initiatives with the organization's values and business objectives.
Key Responsibilities
Lead the strategy, design, implementation, and management of enterprise‑wide health, well‑being, and mental health programs tailored to the financial services workforce
Oversee the enhancement and evaluation of mental health and emotional well‑being programs, ensuring accessibility, effectiveness, and alignment with industry best practices
Manage relationships with embedded onsite well‑being contractors and external well‑being vendors to ensure consistent program delivery and measurable outcomes
Spearhead complex initiatives to develop, implement, and monitor health and well‑being programs that meet both organizational and individual needs
Leverage data and analytics to identify trends in lifestyle‑related health issues and mental health utilization, translating insights into actionable program enhancements
Partner with Benefits, Legal, Communications, and other stakeholders to align well‑being initiatives with broader business goals
Monitor controls, ensure proper records retention, and support compliance with internal policies and external regulations
Develop and deliver engaging presentations on health and well‑being benefits to diverse internal audiences
Support annual benefits enrollment and administration, including testing, process meetings, communication reviews, and maintenance of procedures related to well‑being and mental health benefits
Required Qualifications
5+ years of Benefits experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications
5 years of progressive experience in health, well‑being, and mental health program leadership, preferably within the financial services industry
Bachelor's degree in Public Health, Human Resources, or a related field
Strong understanding of corporate benefits administration and procedures
Proven ability to use data analytics to inform strategy and measure program impact
Expertise in wellness and mental health design and engagement strategies
Excellent communication, presentation, and stakeholder management skills
Experience managing vendor relationships, including mental health providers, wellness programs, and digital behavioral health platforms
Demonstrated experience managing employee assistance programs and mental health service offerings, including vendor management, program design, and employee engagement initiatives
Job Expectations
Relocation is not available for this position
Visa sponsorship is not available for this position
This position offers a hybrid work schedule
Posting Locations
Irving, TX
Minneapolis, MN
Charlotte, NC
Des Moines, IA
#HRJobs
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
25 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.