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Benefits consultant skills for your resume and career

15 benefits consultant skills for your resume and career
1. HR
HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.
- Provided functional expertise to ensure HR System and interface files met requirements and specifications.
- Design and deliver presentations to Executives illustrating HR solutions for organizational gaps.
2. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Provide exceptional customer service to internal and external customers; resolve any customer requests in a timely and accurate manner.
- Monitored program quality, customer service efficacy, experience, and costs to make recommendations for quality improvements.
3. Life Insurance
- Advised individual clients on life insurance, disability, and business continuation insurances.
- Educate potential customers on life insurance products provided by Liberty National.
4. Strong Analytical
- Risk management consulting requiring strong analytical knowledge and attention to detail in order to comply with federal and state policies/procedures.
- Demonstrated strong analytical, problem-solving skills with the ability to draw inferences and highlight opportunities.
5. Health Insurance
- Delivered presentations and conducted interactive workshops for labor/management groups on health insurance issues and new health benefit programs.
- Facilitated training on Federal Cobra regulations and variations in health insurance procedures.
6. Client Relationships
- Create and maintain follow-up and activity schedules to efficiently maintain established and prospective client relationships.
- Developed strong Client relationships to further Broker cross sell opportunities and product penetration.
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The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.
- Initiated the account management and implementation process for assigned new clients and renewal of existing business.
- Developed standards for account management using annual service plan model, increasing customer retention rates.
8. Plan Design
Plan design refers to preparing a benefits, insurance, or transportation plan for a specific person. Depending on what a company is able to offer to an employee, a different benefits or insurance plan may need to be created. This may require additional data research in order to determine what an employee may require from company benefits.
- Improved effectiveness of marketing collateral by reformatting spreadsheet proposals to clients/prospects for more effective display of plan designs and rates.
- Serve in an advisory capacity for clients regarding carrier administrative processes, plan design, legislative changes and underwriting requirements.
9. Health Benefits
- Consulted with Medium and Large businesses to develop and/or transform health benefits program ensuring consistency with industry standards.
- Consulted with human resource managers and business owners about supplemental health benefits
10. Payroll
Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.
- Analyze complex requirements for payroll, benefits, human resource policies/procedures, and related financial accounting information.
- Coordinated with accounting department benefit plan enrollments, changes and terminations to ensure payroll deductions were processed.
11. RFP
- Implemented new wellness program including the RFP process, vendor selection, creating communications, supervising implementation and administration.
- Prepared and delivered formal presentations (RFP's) for full line of products and services, resulting in increased sales.
12. Plan Changes
- Provided proactive updated to customers concerning plan changes, benefit legislation and industry trends, resulting in knowledgeable clients.
- Initiated calls to policyholders to analyze, process plan changes, and deliver upgraded or streamlined plans to consumers.
13. Financial Analysis
- Perform data analysis and basic financial analysis to provide strategic insight.
- Led the preparation of financial analysis, and cost estimates for reports, presentations, and client review.
14. Insurance Products
- Licensed insurance agent responsible for working with small business owners to improve their benefits packages through the implementation of supplemental insurance products
- Specialized in drafting of Group Insurance products for National Accounts customers and provided subject matter expertise concerning contractual language.
15. Data Entry
Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.
- Supported company operations and administration, often assisting with data entry and database maintenance.
- Use pivot tables, look ups and advanced Excel formulas to validate data entry.
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List of benefits consultant skills to add to your resume

The most important skills for a benefits consultant resume and required skills for a benefits consultant to have include:
- HR
- Customer Service
- Life Insurance
- Strong Analytical
- Health Insurance
- Client Relationships
- Account Management
- Plan Design
- Health Benefits
- Payroll
- RFP
- Plan Changes
- Financial Analysis
- Insurance Products
- Data Entry
- HIPAA
- Insurance Carriers
- Customer Satisfaction
- ERISA
- Cobra
- HRIS
- Benefits Administration
- Benefit Programs
- Cross-Selling
- ACA
- Summary Plan Descriptions
- Enrollment Process
- Medicare Advantage
- Community Resources
- Medicaid
- Client Retention
- Health Fairs
- FSA
- Group Health
- FMLA
- CMS
- Legislative Changes
- HSA
- Event Planning
- SPD
- Insurance Policies
- Cold Calls
- STD
- Sales Presentations
- IRS
- Plan Provisions
- Voluntary Benefits
- Supplemental Insurance
Updated January 8, 2025