Top Benefits Consultant Skills

Below we've compiled a list of the most important skills for a Benefits Consultant. We ranked the top skills based on the percentage of Benefits Consultant resumes they appeared on. For example, 9.1% of Benefits Consultant resumes contained Benefits Administration as a skill. Let's find out what skills a Benefits Consultant actually needs in order to be successful in the workplace.

The six most common skills found on Benefits Consultant resumes in 2020. Read below to see the full list.

1. Benefits Administration

high Demand
Here's how Benefits Administration is used in Benefits Consultant jobs:
  • Trained and supervised staff in benefits administration, successfully transitioning administration for US and Canadian benefit programs in six months.
  • Participated in major re-engineering of benefit processes/procedure resulting in a corporate-wide consolidated benefits administration unit for 12,000 employees.
  • Delivered defined benefit assistance to MetLife customers and provided benefits administration services to employees of Delphi Corporation.
  • Returned to former employer to facilitate and expedite benefits administration in strategic consulting position.
  • Developed and conducted benefits administration training for newly hired Division HR personnel.
  • Assisted in benefits administration, including enrollments and terminations
  • Implemented defined benefit and retiree benefits administration system.
  • Project Manager for 401(k) Plan benefits administration vendor implementation to Mercer platform.
  • Assisted HR executives with various high profile, employee benefits administration and communication projects.
  • Assigned to work on and research various projects within the Benefits Department * Assist with day to day employee benefits administration
  • Worked with Fortune 500 clients re: benefits administration Trained call center associates on retiree basics, Medicare, etc.
  • Provided support for implementation of Xerox, benefits administration services, Prudential Long Term Care and Life Insurance benefits.
  • Implemented legal aspects of benefits administration, including ERISA, COBRA, 125, etc.)
  • Assist in the transition to a new Business Process Outsourcer for employee benefits administration.
  • Managed the day-to-day benefits administration, new hire orientation and system set up.

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2. Customer Service

high Demand
Here's how Customer Service is used in Benefits Consultant jobs:
  • 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.
  • Deliver high level of customer service by executing thorough research and providing timely answers to prevent escalation.
  • Exhibit top-notch customer service to hundreds of plan participants with tax consultation and retirement contribution issues.
  • Provide excellent customer service to health insurance beneficiaries by explaining which plan best suited individual preference.
  • Provide exceptional customer service on a variety of incoming/outgoing inquiries via telephone and email correspondence.
  • Maintain relationships, service existing customers and secure new customers by delivering substantial customer service.
  • Determined fundamental customer service and business requirements and match to company capabilities/limitations.
  • Partnered with insurance carrier vendors and provided outstanding level of customer service.
  • Achieved high enrollment percentages with a consultative, value-focused customer service approach.
  • Call center work primarily with strong educational and customer service component.
  • Communicated and interacted with clients during follow-ups and customer service issues.
  • Face to face enrollment primarily with educational and customer service components.
  • Provided quality customer service to existing and potential clients.
  • Managed multiple large accounts while providing exceptional customer service.
  • Provided outstanding customer service for existing policy holders.
  • Handled customer service complaints to maintain member satisfaction.
  • Completed an intensive customer service-training program.
  • Resolved inquiries from client contacts and employees regarding benefit coverage questions, eligibility dates, customer service issues and benefit counseling.
  • Provided training to multiple audience levels - company wide, customer service, plan administration, and annual enrollment contractors.

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3. Health Care

high Demand
Here's how Health Care is used in Benefits Consultant jobs:
  • Provided detailed statistical reports on corporate health care utilization rates demonstrating trends and areas of high cost utilization.
  • Provided educational seminars, reviewed budgets and retirement plans to offer the most beneficial health care options
  • Educated health care providers and current/prospective members on benefits and income eligibility guidelines.
  • Assisted and educated individuals regarding new health care reform regulations.
  • Maintained up-to-date knowledge of health care modifications.
  • Coordinated Health Care Reform administration details
  • Educate Small to medium size businesses on the changes to the Health Care Reforms, availability and advantages of supplemental benefits.
  • Audited medical, dental, flexible spending account and long-term disability claims; analyzed claim data to reduce health care costs.
  • Provided corporate leadership while working with HR departments to develop employee wellness programs responding to costly health care utilization trends.
  • Researched, developed, and implemented a wellness program at NCCI in an effort to control increasing health care cost.
  • Worked closely with health care vendors to process timely updates of all health and welfare benefits to prevent any escalations.
  • Conducted seminars to inform prospective clients on their options to make the proper decision in their health care needs.
  • Communicated with a large client base to understand business risk and health care needs, while providing compatible solutions.
  • Conduct individual presentations, explain the importance of health care, and complete applications for perspective members.
  • Consulted clients in the areas of benefits design and strategy, health care reform and legal compliance.
  • Responded to Saint Barnabas Health Care System (SBHCS) participant inquiries regarding Health & Welfare and
  • Answered questions to enable prospective clients to make the proper decision in their health care needs.
  • Provide consultations based on Health Care needs while optimizing plan designs to satisfy company budgets.
  • Led enrollment meetings and presented health care insurance options to employees and their dependents.
  • Sell and market voluntary accident and health care benefits to small & mid-size companies.

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4. Financial Statements

high Demand
Here's how Financial Statements is used in Benefits Consultant jobs:
  • Reconciled financial statements with claims processing data.
  • Perform the review of audit work papers and financial statements for approximately 30 qualified benefit plans.
  • Maintain general ledger and prepare monthly/annual financial statements for client retirement and health plans.
  • Ordered financial statements for new and proposed cases.
  • Analyze and review financial statements for compliance.
  • Assumed total responsibility for all financial and managerial functions, including preparation of financial statements, financial analysis and cash management.

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5. Medicare

high Demand
Here's how Medicare is used in Benefits Consultant jobs:
  • Crafted materials for, organized and delivered educational seminars covering complex Medicare and enrollment topics; resolved enrollment issues.
  • Conducted Medicare presentations in formal (organizational) and informal (individual) settings using approved presentation materials.
  • Developed and improved relationships with public and private partnerships that may be influential to Medicare population.
  • Provided accurate information about Access Medicare advantage plans in a courteous and professional manner.
  • Presented Medicare Advantage plans using approved presentation materials at both in-home and seminar settings.
  • Provide medical benefits, Medicare Planning and employer-sponsored retirement plans to small business owners.
  • Provide detailed presentations on employee voluntary benefit programs and Medicare supplement selections.
  • Educate and enroll Medicare beneficiaries in Medicare Supplement/Gap and Medicare Advantage plans.
  • Managed agency Medicare commissions, tracking on monthly basis to insure accuracy.
  • Prospected and enrolled Medicare beneficiaries in a portfolio of company products.
  • Provided education of Medicare Advantage and government assistance available to clients.
  • Conducted Medicare surveys and responded to pension and retirement inquiries.
  • Provide superior telephonic sales service for prospective Medicare beneficiaries.
  • Prospected and enrolled Medicare beneficiaries into Medicare Advantage plans.
  • Motivate and mentor new and existing Medicare Benefit Consultants.
  • Hosted educational seminars to educate the public about Medicare.
  • Selected to cross-train other departments on Medicare services and benefits
  • Marketed and enrolled Senior Citizens Medicare Advantage Products.
  • Market locations for seniors and medicare eligible beneficiaries.
  • Provided clarifications regarding Medicare rules and regulations.

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6. HR

high Demand
Here's how HR is used in Benefits Consultant jobs:
  • Created employment services strategies related to the educational, personal and social development of Medicaid participants through data analysis.
  • Led financial-industry seminars throughout the U.S. to ensure proper administrative management of corporate employee-benefits programs and employee communications.
  • Managed and retained existing clients through reviewing current benefits and finding cost effective solutions to increasing benefit premiums.
  • Meet with companies/clients to determine their insurance needs (Health-Dental-Vision- Life-Disability-Supplemental) through individual or group insurance coverage.
  • Managed self-generated business, managed book of business by generation referrals and enrollments through self-generated activities.
  • Explore business development opportunities uncovered through networking, targeted prospecting and conducting calls to potential customers.
  • Implemented several marketing campaigns and successfully increased market awareness through website design, development and implementation.
  • Contracted to enroll employees from several PA area organizations into supplemental benefits through payroll deductions.
  • Provided administrative/implementation support, actively participated in the harmonization of the three legacy Merck Plans.
  • Created and implemented project plans to transition from benefits planning through benefits implementation and administration.
  • Demonstrated success pinpointing client needs and uncovering potential problem areas through assessment and analysis.
  • Established/maintained strong customer relations from initial consultation to follow through on subsequent service needs.
  • Handle all aspects of renewal through plan submission/implementation, open enrollment and ongoing administration.
  • Developed new customer relations by guiding potential clients through various cost-cutting insurance options.
  • Established and maintain relationships with Financial Advisory teams and respective offices throughout Connecticut.
  • Design and deliver presentations to Executives illustrating HR solutions for organizational gaps.
  • Generated new business opportunities through networking, obtaining referrals and marketing calls.
  • Developed and presented benefit presentations to management, in-business HR and employees.
  • Developed benefit communications and HR training materials for United International Flight Attendants.
  • Displayed ability to expand client base through networking and referral-based marketing.

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7. New Clients

high Demand
Here's how New Clients is used in Benefits Consultant jobs:
  • Use of office technologies, Scheduling and conducting product presentation suitability meetings with business owners, Enrollment of new clients.
  • Acquired new clients and maintain existing relationships with clients in a salary plus commission environment.
  • Analyzed new products and areas of coverage to recommend viability and advantages to new clients.
  • Provide new clients and their employees with an orientation to Oasis' policies and procedures.
  • Educated new clients and existing clients on Life & Health Insurance benefits.
  • Prospected for new clients through cold calling and face to face introductions.
  • Acquired new clients and new business from existing clients.
  • Acquired new clients by networking through Healthcare events, Seminars, and other Community forums.
  • Worked directly with senior advisors and participated in acquiring new clients for the firm.

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8. Life Insurance

high Demand
Here's how Life Insurance is used in Benefits Consultant jobs:
  • Advised individual clients on life insurance, disability, and business continuation insurances.
  • Managed administration of Corporate-Owned Life Insurance Program.
  • Reviewed application for life insurance coverage
  • Coordinated selection process and contract negotiations for purchase of a new Policy Administration system for AFBA Life Insurance Company.
  • Managed over 350 business accounts who had BCBSNC as their Health, Dental, and Life Insurance carrier.
  • Advised Clients on Obtaining Term Life Insurance and/or Annuities for themselves as well as other Family members.
  • Enrolled employees into insurance benefit plans (401k, life insurance) adjusted existing plans as needed.
  • Provide consultation and education to Union Members and their families for high quality/low cost life insurance.
  • Develop customized life insurance solutions for each client to suit the needs of their family.
  • Managed participant benefit elections including medical, dental, vision, and life insurance.
  • Group medical, dental, and life insurance sales for employers with 2-50 employees.
  • Managed daily financial reports on new and paid claims for life insurance.
  • Assessed client's health and life insurance needs through effective listening.
  • Licensed as a Health/Life Insurance Agent in the State of Arkansas.
  • Process life insurance death claims for pensioner and active population.
  • Prepared life insurance quotes for union members and their families.
  • Licensed in Illinois as a Health and Life Insurance producer.
  • Licensed in Missouri to sell Health and Life Insurance.
  • Licensed in Accident, Health and Life insurance.
  • Certified and licensed in Accident/Health and Life insurance.

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9. Aflac

high Demand
Here's how Aflac is used in Benefits Consultant jobs:
  • Even when there are no benefits offered, employers and employees can benefit, since AFLAC is NOT health insurance.
  • Present and promote AFLAC products and services to businesses and those making final decisions for required/requested benefit services.
  • Call prospective clients and qualify them for AFLAC coverage * Present AFLAC information to employees of various companies
  • Launched entrepreneurial venture, driving sales of AFLAC and other voluntary group products in the workplace.
  • Developed and implemented an effective strategy that quantifies the value delivered by AFLAC.
  • Market AFLAC insurance products to business leaders in the South Coast district.
  • Operate independently as a sales representative of AFLAC products and services.
  • Network with local businesses to introduce Aflac's voluntary program in order to provide a more comprehensive benefit package for employees.
  • Offered comprehensive employee benefit solutions, including health insurance, group life and disability, Aflac and Pre-Paid Legal Services.
  • Protect and enhance the Aflac brand name by acting in a professional, ethical and compliant manner at all times.
  • Customize voluntary/supplemental benefits with Aflac, based on findings, follow up with enrollment and training meetings for employees.
  • Participated in Aflac s thirteen-week training course designed to prepare agents for prospecting business s in an unassigned territory.
  • Educate potential clients about Aflac products to pair the client with the best coverage for their budget and lifestyle.
  • Prepared applications for the sale of AFLAC, Colonial, ING, and Unum voluntary insurance policies.
  • Acted on leads to promote Aflac's abundant insurance options to potential individual clients and businesses.
  • Direct prospecting to owners of businesses explaining to them the benefits of Aflac's supplemental policies.
  • Specialize in the sale of Aflac supplemental group policies to businesses of small and medium size.
  • Employed strong communication skills to effectively educate clientele on products and services provided by Aflac.
  • Enrolled employees on Aflac's products, and handled all policyholders' inquiries and claims.
  • Managed and trained a team of 17 Administrative Specialist on Aflac's insurance products.

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10. Open Enrollment

high Demand
Here's how Open Enrollment is used in Benefits Consultant jobs:
  • Provide membership benefits consulting and technical benefits processing assistance to participating SOK agencies and members during the annual Open Enrollment period.
  • Identified products to complement medical coverage * Conducted open enrollments/ handled billing discrepancies * Serviced & maintained accounts within assigned territory
  • Partnered with vendors to ensure accurate communication, administration of benefits, and effective management of open enrollment process.
  • Used experience communicating benefits, leading open enrollment and developing processes to simplify progression of collected information.
  • Developed and implemented benefits/retirement plan designs, conducted annual open enrollments, and ran employee benefits meetings.
  • Crafted employee communications regarding benefits, including Open Enrollment material and monthly newsletter.
  • Implemented employee self-service system capabilities to execute annual Benefits Open Enrollment process online.
  • Perform on-site open enrollment meetings with client organizations and benefit training seminars.
  • Created educational materials and power point for open enrollment employee education meetings.
  • Present employee open enrollment meetings, including development of communication materials.
  • Performed new group implementations; facilitate open enrollment and on-site presentations.
  • Assist with open enrollment announcements and materials for open enrollment communications.
  • Created and presented communication material for new offerings and open enrollment.
  • Submitted written correspondence after identifying open enrollment issues with IT department.
  • Conducted regional and local benefit seminars and open enrollment seminars.
  • Developed and delivered client culture and open enrollment readiness training.
  • Educated employees on compensation programs and completed open enrollment meetings.
  • Hosted open enrollments and presented customer service seminars.
  • Prepare Presentations and conduct open enrollment meetings.
  • Conducted on-site annual open enrollment meetings.

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11. Medicaid

high Demand
Here's how Medicaid is used in Benefits Consultant jobs:
  • Presented Medicaid Program using approved presentation materials at community based events and various approved marketing sites.
  • Created presentations following curriculum updating to Missouri Medicaid, Social Security and SNAP guidelines.
  • Marketed various Medicaid products, delivering presentations and training classes to eligible candidates.
  • Provided managed care service specifically for government-sponsored programs, including Medicaid and Medicare.
  • Assist Medicaid/Medicare and other insurance members with understanding their prescription benefit plans.
  • Gained practical knowledge and extensive classroom training on the various Medicare/Medicaid programs.
  • Prospected and marketed the Medicaid products to interested eligible candidates.
  • Managed provider relations and Medicaid Third Party Liability call centers.
  • Supervised group and individual training session to Medicaid recipients.
  • Market Medicaid products to all interested eligible candidates.
  • Provided ongoing assistance to Medicaid members.
  • Enroll and educate Medicaid recipients into Harmony Health Plans, explain in detail the health benefits and compare them to others.
  • Developed and trained employees to ensure satisfactory output in the areas of Medicaid, Medicare accounts, and other account functions.
  • Benefit consultant and facilitate the enrollment process of state sponsored health insurance products (CHP, FHP, and Medicaid).
  • Handled thoroughly explanations of HIPAA Regulations, Medicare deductibles and premiums as well as a significant amount of Medicaid regulations.
  • Worked closely with the Department of Children and Families to educate Medicare and Medicaid recipients of their health care options.
  • Submitted information to the Department of Children and Families (DCF) regarding discharge date or Medicaid application approval.
  • Provided ongoing assistance to Medicaid members, as necessary - answering questions and/or directing inquiries to Customer Service.
  • Identify if they might qualify to obtain additional benefits from Medicaid and explain what the benefits are.
  • Educated prospective Medicaid members about the benefits of Managed care and enrolled them into the plan.

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12. Community Resources

high Demand
Here's how Community Resources is used in Benefits Consultant jobs:
  • Market Medicaid products to all interested eligible candidates, coordinate and conduct approved marketing events, generate referrals utilizing community resources.
  • Generated referrals utilizing community resources, supplied company tools, event planning and community networking.
  • Generate leads from events, seminars and community resources that result in scheduled Medicare Advantage appointments and convert into enrollments.
  • Maintained and develop good communicative relationships with all clients, management, staff and community resources.
  • Provided referrals to other community resources or state agencies.

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13. Cobra

high Demand
Here's how Cobra is used in Benefits Consultant jobs:
  • Facilitated training on Federal Cobra regulations and variations in health insurance procedures.
  • Steered design and deployment of COBRA-participant-tracking system.
  • Documented all COBRA Administrative procedures.
  • Conducted employee exit sessions to verse separating employee on continuation of their medical, dental and vision coverage via COBRA.
  • Required knowledge of employer's health and welfare benefits, eligibility rules, COBRA, billing and annual enrollment.
  • Coordinated with corporate liaison for Retiree Medical, Cobra, Discount Stock, Pensions and 401k.
  • Ensured the company's compliance for the extended ARRA legislation and NY State COBRA extension.
  • Facilitated seamless transfer of COBRA records, deferred-vested files, retiree files and pension plans.
  • Performed internal audits to ensure COBRA compliance, reconcile enrollment and resolve vendor error reports.
  • Key resource during the outsourcing of the administration of COBRA to external vendor.
  • Managed the project to replace NCCI's COBRA and Flexible Spending Account vendor.
  • Developed plan budgets, COBRA rates, contribution levels and plan reserves.
  • Administered COBRA by handling notifications, enrollments, payments, and questions.
  • Advised clients on their legal and regulatory compliance requirements including COBRA.
  • Prepared all benefit plans and COBRA administration for employees.
  • Coordinated transition of terminated employees to COBRA benefits.
  • Submit and track COBRA enrollments.
  • Administered COBRA benefits and payments.
  • Determine eligibility status for COBRA Responsible for mailing all notices, as required.
  • Maintain up to date knowledge of Healthcare reform, COBRA and ARRA laws, and changing legislations.

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14. Client Relationships

high Demand
Here's how Client Relationships is used in Benefits Consultant jobs:
  • 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.
  • Cultivated and developed client relationships through community involvement and centers of influence.
  • Collaborated with Account Managers and senior management to cultivate close client relationships.
  • Build and retain client relationships through quality service provided to policyholders.
  • Retained current client relationships and provided service for policyholders.
  • Led team in the development of documenting client relationships in our Microsoft Customer Relationship Management system (CRM).
  • Develop and maintain client relationships with both civil and federal service employees to service their employee benefits program.
  • Maintain client relationships with Director-level personnel with the Medical Society of Delaware and the Delaware Bar Association.
  • Maintain excellent client relationships, consulting them on all employee benefits issues as third-party liaison.
  • Managed client relationships and projects to include all aspects of health and welfare benefits.
  • Cultivate and protect client relationships.
  • Travel extensively to maintain professional client relationships, addressing concerns promptly and effectively.
  • Managed client relationships that resulted in exceeding expectations, creating effective reports, and solving issues in a timely manner.
  • Retain and maintain current client relationships .

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15. Supplemental Insurance

average Demand
Here's how Supplemental Insurance is used in Benefits Consultant jobs:
  • Licensed insurance agent responsible for working with small business owners to improve their benefits packages through the implementation of supplemental insurance products
  • Managed a small group of businesses in voluntary supplemental insurance benefits.
  • Experienced with Medicare Supplemental Insurance products.
  • Consult with businesses on current benefit plans and provide solutions for supplemental insurance as a means of cost reduction.
  • Establish dialogue while recommending, explaining, answering questions and enrollment of medical, dental and supplemental insurance products.
  • Served as a benefit consultant to companies by offering supplemental insurance products in conjunction to the core benefits.
  • Worked as my own employer to sell supplemental insurance to prospective companies and potential individuals.
  • Introduce and present various supplemental insurance product to decision maker and then employees.
  • Educate employees on major medical benefits and assist with elections for supplemental insurance.
  • Assist Small Business in adding supplemental insurance to their employee benefit plan.
  • Sold/processed life, health, long-term care, disability income & supplemental insurance
  • Sell supplemental insurance direct or group to new and current clients.
  • Educated Potential Clients on the Benefits of Obtaining Supplemental Insurance.
  • Handle the administration and enrollment for the supplemental insurance products.
  • Pre-screened and interviewed qualified candidates for supplemental insurance and enrolled qualified candidates on site with policies.
  • Provide information about the various supplemental insurance packages by marketing products to small to large businesses.
  • Key Accomplishments: Provided supplemental insurances to business and employees.
  • Prospected and solicited to small businesses in-person and telephonically supplemental insurance products; Explained benefits in-person and telephonically.

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16. Plan Design

average Demand
Here's how Plan Design is used in Benefits Consultant jobs:
  • 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.
  • Managed transition to new medical insurance provider including decisions on plan design, future administrative procedures and employee communications.
  • Reviewed plan design options for strategic benefits planning and provided recommendations to senior management.
  • Provided plan comparisons and analysis to management for proposed plan design changes.
  • Conducted financial analysis in order for management to make plan design decisions.
  • Provided detailed plan design analysis on all lines of insurance coverage, for both fully insured and self-funded clients and prospects.
  • Planned and facilitated annual meetings with clients to ensure that plan designs to be compatible with customer needs and company budgets.
  • Lead national sub-committee reporting to corporate executives on wellness strategies, plan designs, costing, and ROI measurement techniques.
  • Provide employee benefit consultation to large fully insured and self-funded clients including cost containment, compliance and plan design recommendations.
  • Reduced non-represented benefit costs by 20% as a result of development and implementation of a medical/dental plan designs.
  • Utilize business and consultant reporting as touchstone for innovation in plan design and benefit strategies appropriate to marketplace changes.
  • Participated in strategic planning with leadership team and consultants in the development of new benefit programs and plan design.
  • Reported and analyzed claims and diagnostic trends from a third-party aggregate database and made recommendations on plan design.
  • Partnered on domestic and global benefit plan design and administration for over 5,000 active and retired employees.
  • Provide consultation and analysis on benefit strategy, plan design, policies and procedures.
  • Defined retirement plan design and completed discretionary match to 401(k) plan.
  • Evaluate benefit providers based on premium levels, plan design, and network match.
  • Analyze plan design options, funding options, and claims and fixed costs.
  • Support the Director of Benefits in plan design and strategy of benefit programs.

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17. Insurance Companies

average Demand
Here's how Insurance Companies is used in Benefits Consultant jobs:
  • Analyzed major insurance companies' benefits plans using personalized custom made computer generated programs to highlight cost/benefits analysis for clients.
  • Update files when information was complete, and contact insurance companies for verification of coverage as to when employee was reinstated.
  • Managed a 7 state territory calling on brokers, consultants, TPA's, and insurance companies.
  • Researched various insurance companies and policies to suggest the most suitable fit for each client.
  • Partnered with major insurance companies in launching new product lines into the NJ market.
  • Collaborate with health insurance companies on benefits and incentives.
  • Act as a Liaison between insurance companies and employees.
  • Negotiated rates and provisions with major insurance companies.
  • Partnered with employees and health insurance companies on evidence of insurability forms.

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18. Voluntary Benefits

average Demand
Here's how Voluntary Benefits is used in Benefits Consultant jobs:
  • Advised and enrolled individuals into existing group insurance products and voluntary benefits.
  • Coordinate enrollment and implementation efforts for core and/or voluntary benefits.
  • Planned and organized meetings with business-owners to discuss voluntary benefits.
  • Core benefits and voluntary benefits were reviewed and explained.
  • Developed and Organized Voluntary Benefits enrollments for group environments.
  • Used networking and consultative skills to help business owners and HR managers determine which voluntary benefits programs suit their employees best.
  • Work closely with business owners and Human Resource contacts to implement voluntary benefits to new or existing benefit plans.
  • Licensed NYS health agent specializing in voluntary benefits including short term disability, accident, cancer and critical illness.
  • Schedule appointments with employees to educate and enroll in voluntary benefits on a commission only basis.
  • Implemented a niche market approach to voluntary benefits and doubled first year sales goals.
  • Worked with the Voluntary Benefits department to design and customize voluntary benefits for clients.
  • Help businesses determine which voluntary benefits programs suit their employees best.
  • Advised for both core and voluntary benefits at inbound call center.
  • Work with businesses to set up voluntary benefits for employees.
  • Prospect for potential new clients Have Group and Individual presentations Enroll employees in core and voluntary benefits
  • Consult, enroll, and service voluntary benefits for Des Moines area businesses
  • Market and sell voluntary benefits Business owner/decision maker presentations Handle claims Service accounts

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19. Benefit Consultant

average Demand
Here's how Benefit Consultant is used in Benefits Consultant jobs:
  • Worked closely with senior management to develop in-house Benefit Consultant program and broker program in the community.
  • Focus was on expanding Educators Benefit Consultant's business to states outside of Minnesota
  • Mentored a junior benefit consultant on more complex experience-rated opportunities.
  • Trained and mentored other benefit consultants.
  • Handled all aspects of medical products marketing for all Benefit Consultants, as well as met annual personal sales goals.
  • Manage a team of benefit consultants in providing benefit outsourcing services to a large client of 10,000 employees.
  • Assist in the training of new Benefit Consultants and in the review of outgoing plan information.
  • Participated in best practices project teams that created guidelines for all Benefit Consultants to follow.
  • Collaborated with team members to develop and implement the benefit consultant model for CDH.
  • Participated in the interview and hiring process for new Benefit Consultants.
  • Conduct interviews and participate in the hiring of new Benefit Consultants.
  • Played key role in development of Benefit Consultant Training Program.
  • Top 10% producer in market for 2011-2012 Benefit Consultant
  • Trained, coached and mentored newly graduated benefit consultants.
  • Lead new Benefit Consultants in sales in 2005 -2006.
  • Trained and worked with new Benefit Consultants.
  • Supervised a team of three benefit consultants.
  • Assist in training new Benefit Consultants.
  • Collaborate with benefit consultants and benefit team members to develop strategies to improve benefit program designs, funding and administration.
  • Provided Defined Benefit Administration services to a major client Was primary Defined Benefit Consultant to a major client.

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20. Retirement Planning

average Demand
Here's how Retirement Planning is used in Benefits Consultant jobs:
  • Provided special retirement planning services as well prepared proposal requests and distributed it to financial carriers.
  • Implemented numerous services to clients including web-enabled benefit calculation and retirement planning systems.
  • Graduate of Mutual of Omaha Estate Planning Institute, Retirement Planning Institute, and Executive Compensation and Advanced Planning Institute.
  • Counseled employees on Retirement Planning and administered the SMHCS company wide pension plan.
  • Assist and counsel employees in retirement planning and commencing pension benefits.
  • Developed and conducted Pre-retirement Planning classes for employees 50 years of age and older.

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21. Erisa

average Demand
Here's how Erisa is used in Benefits Consultant jobs:
  • Generated ERISA required letters of approval/denial appeal issues with client/participants.
  • Reviewed administration guidelines and plan parameters to ensure that enrollment changes and plan design falls within ERISA and Section 125 codes.
  • Outlined and delivered training to employees on ERISA compliance; retirement plan document design and development of audit guidelines.
  • Served as Plan Administrator, reviewing and making ERISA- and DOL-compliant recommendations for resolution of complaints and exception requests.
  • Provided strategic direction for Clients on compliance with ERISA regulations in accordance with policies and procedures.
  • Responded to complex questions concerning COBRA, Medicare, ERISA and contract administration processes and procedures.
  • Monitored and communicated changes in IRS, DOL and ERISA as they pertained to qualified plans.
  • Ensured Fiduciary compliance with ERISA, IRS and DOL regulations with respect to Employee Benefits.
  • Coordinate renewal process, census data, Schedule A requests and ERISA Wrap documents.
  • Reviewed plan documents and updated summary plan descriptions to ensure compliance with ERISA.
  • Perform Dependent Verification Audits and with 401k audits alongside ERISA counsel members.
  • Performed necessary research and prepared correspondence in response to ERISA appeals.
  • Reviewed and coordinated department responses to ERISA claims.
  • Conducted and supervised ERISA compliance plan audits.
  • Ensured compliance with benefit regulations; including, ERISA, COBRA, HIPAA, and IRS Section 125.
  • Ensured health and welfare plans meet regulatory compliance, including ERISA and Healthcare Reform impact analysis and implementation.
  • Create a multi-company team that reviews and assures compliance with ERISA.
  • Trained on ERISA laws for defined benefit and defined contribution plans.

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22. Sales Goals

average Demand
Here's how Sales Goals is used in Benefits Consultant jobs:
  • Completed challenging sales goals by providing customers with dental, medical, Vision and Chiropractic care Health Plans and discounts.
  • Work to develop sales strategies while successfully exceeding quarterly sales goals.
  • Worked with manager to create weekly sales goals.
  • Worked under the direction of the Sales Director to drive and achieve sales goals, and advance participation Rates.
  • Increased profitability by exceeding sales goals, earning position within Top 5% of all Benefits Consultants companywide.
  • Hit all sales goals Created my own supply chain within my business Able to block manage time effectively and efficiently
  • Surpassed sales goals for 3rd quarter Amongst top associates in the state for new account attainment.

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23. Insurance Products

average Demand
Here's how Insurance Products is used in Benefits Consultant jobs:
  • Specialized in drafting of Group Insurance products for National Accounts customers and provided subject matter expertise concerning contractual language.
  • Educate potential customers on life insurance products provided by Liberty National.
  • Trained to sell voluntary insurance products direct and indirectly
  • Marketed health and ancillary insurance products nationwide Developed and tracked leads, set appointments with prospects, and sold insurance products.
  • Presented and explained insurance products and services based on Florida Laws on a needs based analysis.
  • Consulted with new and existing clients in the sale of superior Life and Health Insurance Products.
  • Specialize in Accident, Short Term Disability, Cancer Indemnity and Whole Life insurance products.
  • Meet established marketing sales goals by selling appropriate individual health insurance products to new prospects.
  • Consulted with individuals, families, and small business owners concerning various insurance products.
  • Created benefits package for the self-employed clients, including health and life insurance products.
  • Learn insurance products, attend sales school, received license by State of Alabama.
  • Used knowledge of ancillary insurance products, to cross-sell and grow existing customer business.
  • Call State Government offices to schedule expo days to discuss new insurance products.
  • Market and sell supplemental health and life insurance products to individuals and businesses.
  • Worked as sole producer for all group employee benefits and individual insurance products.
  • Offer insurance products and benefit analysis to small and mid-sized local companies.
  • Marketed new Health, Vision, Dental and Life Insurance products.
  • Consulted on a wide variety of health insurance products and issues.
  • Enrolled new members and retained current members on individual insurance products.
  • Manage and arrange sales and services for variety of insurance products.

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24. Welfare Plans

average Demand
Here's how Welfare Plans is used in Benefits Consultant jobs:
  • Counseled executives on defined benefit, defined contribution, deferred compensation and health and welfare plans.
  • Subject matter expert for health and welfare plans for TWC field HR Staff, LTD Claimants, and Retirees.
  • Assisted with the administration of the health and welfare plans and the cash and stock-based incentive plans.
  • Co-managed $8.5 million in employee benefits and welfare plans and provided technical support to sales staff.
  • Provided consulting services to clients for pension, and health and welfare plans.
  • Assist employees of various companies with enrolling into to health and welfare plans.
  • Supervised Health and Welfare plans, Investment plan, and Disability program.
  • Assessed, communicated and managed health and welfare plans for mid-sized clients.
  • Administer employee health and welfare plans in accordance with federal/state regulations.
  • Manage day to day reporting for health and welfare plans.

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25. Fmla

average Demand
Here's how Fmla is used in Benefits Consultant jobs:
  • Administered FMLA regarding determination of eligibility, attendance tracking, and policy enforcement.
  • Updated process for and managed all Disability and FMLA administration/communications.
  • Produced COBRA and FMLA notifications for current and terminated employees and generated life insurance and LTD conversion letters for terminated employees.
  • Consult client HR management on exposures resulting from pitfalls in compliance areas including HIPAA, ERISA, FMLA and COBRA.
  • Administered large group benefits, FMLA, tuition assistance and served as the lead in our human resources call center.
  • Partnered with Corporate Legal, Human Resources Management and Business Managers on complicated leave maters including ADA and FMLA.
  • Administer various leave benefits such as FMLA, LOA as well as short and long term disability.
  • Outsource FMLA and STD check writing: system mapping, testing, bank wire funding with treasury.
  • Managed review of the company's absence management programs including FMLA and short term disability.
  • Managed the leaves of absence in compliance with FMLA, ADA and various employment laws.
  • Led the project to outsource FMLA and leave of absence administration at all locations.
  • Instructed clients on ERISA, FMLA, COBRA, and current statutory regulations.
  • Provided counsel to a team dedicated to centralize and standardize FMLA processes company-wide.
  • Hired as Benefits Supervisor for administration of all employee benefits and FMLA.
  • Coordinate FMLA and Supplemental leave requests for employees of the company.
  • Addressed questions concerning FMLA, Short and Long Term Disability.
  • Processed FMLA, PLOA & Military Leaves of Absences.
  • Updated FMLA program and created customized tracking system
  • Administered, track and process FMLA, STD and LTD for employees.
  • Improvised an Excel and Word based system to replace a totally manual method of administering FMLA.

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26. Hipaa

average Demand
Here's how Hipaa is used in Benefits Consultant jobs:
  • Conducted work in accordance with the confidentiality requirements mandated by HIPAA for member information.
  • Collaborated with compliance specialists to review and prepare client documents, policies and administrative practices to ensure compliance with HIPAA.
  • Audited 50 teams process efficiency and compliance related to COBRA and HIPAA administration to reduce repeat callers and company-wide liability.
  • Researched COBRA/HIPAA administration to ensure regulatory compliance for internal client teams saving thousands of dollars of potential fines.
  • Adhere to and maintain confidentiality and compliance of the Health Insurance Portability and Accountability Act (HIPAA).
  • Answered all questions on benefits, dependent eligibility, Medicare, HIPAA, COBRA, and more.
  • Managed internal HIPAA compliance controls, acting in an unofficial capacity as the HIPAA Compliance Manager.
  • Managed HIPAA compliance including ensuring Business Associate Agreements met requirements as changes in the law occurred.
  • Developed course materials and was dedicated facilitator for HIPAA, COBRA, and Section 125.
  • Handle the COBRA/HIPAA administration for a Client with 2500+ employees with multiple plans.
  • Evaluated and drafted policy for wellness program that complied with HIPAA non-discrimination rules.
  • Drafted several process guides to update documented internal HIPAA compliance controls.

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27. Insurance Plans

average Demand
Here's how Insurance Plans is used in Benefits Consultant jobs:
  • Marketed and sold individual health insurance plans to families, individuals, and the self-employed in the Colorado market.
  • Assisted corporate clients in selecting insurance plans (health, dental, life, disability, etc.)
  • Explained details of the health insurance plans to the clients and clarified any doubts, if any.
  • Contacted prospective non-profit business customers either in person or by telephone to promote and sell insurance plans.
  • Worked extensively with unions to prepare, price, and sell health and life insurance plans.
  • Administered the Leave and Disability plans, Life Insurance plans and the Employee Assistance Program.
  • Provide support to member about health insurance plans, claims, referrals and benefits.
  • Develop and customized individual personal health and life insurance plans for new clients.
  • Facilitated smooth merger of life insurance plans after one client acquired another company.
  • Controlled corporate health insurance plans in the form of HRA's.
  • Advised business owners and staff members on supplemental insurance plans.
  • Help identify Voluntary Insurance plans that best fit local businesses.
  • Well versed in employer insurance plans with multiple carriers.
  • Sell group insurance plans: health, dental, vision, STD, ltd and life to current payroll clients.
  • Presented to stakeholders, tailored supplemental insurance plans, and educated clients on healthcare reform
  • Used consultative approach to recommend best insurance plans for client.
  • Advised employees on the selection of appropriate health insurance plans and ancillary benefits.

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28. Summary Plan Descriptions

average Demand
Here's how Summary Plan Descriptions is used in Benefits Consultant jobs:
  • Reviewed and validated summary plan descriptions and benefit guides.
  • Educate clients, sales and service staff regarding needs analysis, summary plan descriptions, benefits comparisons, claims and enrollments.
  • Researched, drafted and communicated complex summary plan descriptions for use by Call Center associates and web based inquiry systems.
  • Partnered with outside counsel and vendors in the design, development and update of the company Summary Plan Descriptions.
  • Audited Summary Plan Descriptions to verify plan compliance, identify inconsistencies in plan language and clarify intent.
  • Reviewed summary plan descriptions, benefit statements, and other employee communications.
  • Led revision of health and welfare summary plan descriptions.
  • Implement thorough risk assessment of summary plan descriptions.

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29. Plan Documents

average Demand
Here's how Plan Documents is used in Benefits Consultant jobs:
  • Led benefit plan documents compliance audit, administration, regulatory notices and annual filing requirements.
  • Updated Plan documents to reflect regulatory and collective bargaining agreement changes.
  • Reviewed and compared plan documents for consistency and continuity.
  • Proofread Plan documents for accuracy and readability.
  • Determined retirement eligibility based on plan documents.
  • Subject Matter Expert for Health and Welfare plans in employee communications, plan documents and Summary Plan Description development and review.
  • Evaluated and determined impact of benefit design changes on current benefit plan documents, policies, procedures, and processes.
  • Assisted with implementing new plan initiatives and reviewing outside vendor and service provider agreements, plan documents and carrier policies.
  • Prepared and maintained benefit plan documents and provide technical research as needed in the areas specific to the department.
  • Prepare plan documents, plan amendments, summary plan descriptions, and required government forms (5500's).
  • Worked to ensure plan documents were updated and accurate in relation to the plan and all plan compliance needs.
  • Partnered with the Account Executive and Manager to ensure compliance of performance guarantees and administration according to plan documents.
  • Review plan documents, plan specifications, plan amendments, client manuals and plan design improvement.
  • Manage audits and ensure benefit plan documents are accurate and kept up to date.
  • Reviewed plan documents, amendments, benefits statements, and summary plan descriptions.
  • Create and maintain internal benefit summaries from plan documents and summary plan descriptions.
  • Developed and distributed informational brochures and plan documents to over 15,000 employees.
  • Revised Summary Plan Descriptions and Plan documents for distribution to employees.
  • Updated Plan documents to comply with statutory and regulatory issues.
  • Received plan documents and funding methods for payroll accounts.

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30. RFP

low Demand
Here's how RFP is used in Benefits Consultant jobs:
  • Implemented new wellness program including the RFP process, vendor selection, creating communications, supervising implementation and administration.
  • Reviewed and presented analyses; coordinated annual RFP/survey process; strategic consultation
  • Prepared and delivered formal presentations (RFP's) for full line of products and services, resulting in increased sales.
  • Draft and develop RFP's for client market bids and then evaluate vendors based on cost and capabilities.
  • Managed all aspects of RFP activities including analyzing and interpreting RFP responses and making sound client recommendations.
  • Develop RFP's as required each year and oversee process to ensure smooth transition with vendor change.
  • Directed vendor RFP, design and development, management proposal, implementation, and employee communications.
  • Created and developed RFP s, long term Client Service Plans and Employee Benefit Strategies.
  • Coordinated RFP team for the purchase of a CRM software product used by multiple groups.
  • Lead role in RFP process and plan rate renewals to effectively leverage cost sharing.
  • Drafted RFP's for new benefit programs and presented results to senior management.
  • Responded to governmental and private RFP/RFQ's resulting in retention of existing business.
  • Collaborated in optimization of RFP, vendor management, and project management.
  • Managed the RFP process for the company's educational assistance program administration.
  • Developed RFP documents for health & welfare and employee assistance programs.
  • Assist in benefit plan request for proposals (RFP).
  • Executed all Requests For Proposal (RFP) responses.
  • Participated in Request for Proposal (RFP) process.
  • Manage RFP processes and implementation of new vendor partners.
  • Work with vendor renewals/selecting RFP's and negotiation.

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31. IRS

low Demand
Here's how IRS is used in Benefits Consultant jobs:
  • Installed consumer-driven medical plan alternative with employer-funded Health Reimbursement Account; provided estimated $2M total first-year cost avoidance.
  • Facilitated Wellness Fairs, retirement and benefit acquisition workshops and orientation and benefit one-on-one meetings.
  • Developed and recommended first company pay structure.
  • Performed IRS Limits test for pension plans, ensuring no employee was benefiting more than another by deferring more than allowed.
  • Partner with clients to sponsor wellness initiatives including: wellness fairs, newsletters, health risk assessments and diagnostic testing.
  • Selected to work on a retention team and saved $78,000 in revenue in the first 4 months.
  • Managed annual non-discrimination testing, audit and IRS filings for qualified retirement plan, working with external vendors.
  • Assisted Finance and Accounting business partners with plan audits, IRS Form 5500 preparation, and PBGC filings.
  • Create health and benefit fairs that put your workforce in contact with specialists in a fun environment.
  • Achieved aggressive company goal of 110k in annualized volume in first 110 days in the position.
  • Worked with bank's accounting department and outside accountants on IRS forms that were filed annually.
  • Planned all phases of the first retiree annual enrollment including luncheon meeting for over 300 retirees.
  • Selected as the first candidate in a pilot training program to be developed as Benefits Consultants.
  • Led strategy team that developed and implemented the first Flexible Benefits Plan for Turner Broadcasting.
  • Achieved successful implementation of company's first brokerage firm merger (Wheat First Securities).
  • Directed user testing on company's first electronic enrollment system and trained enrollment staff.
  • Conducted benefit enrollments, education meetings, coordinate health fairs, and benefits audits.
  • Helped grow the company to over 5,000 members in the first year of operations.
  • Recognized with Fast Start award for outstanding production in first 5 weeks of employment.
  • Specialized in plan terminations due to cutbacks in the IRS Code Section 415 limits.

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32. CMS

low Demand
Here's how CMS is used in Benefits Consultant jobs:
  • Coordinated and conducted CMS approved marketing events.
  • Conducted seminars and sales presentations to prospects such as to increase plan membership while adhering to strict CMS guidelines.
  • Maintain understanding of Centers for Medicare and Medicaid Services (CMS) regulations, guidelines and marketing procedures.
  • Present health plans to eligible individuals and groups Adhere to all marketing guidelines and CMS regulations.
  • Served as account manager for Medicare D retiree drug subsidy process with CMS.
  • Apply new regulations from CMS to be in compliance with them.
  • Qualified prospects per CMS Regulation and closed the sale compliantly.
  • Provide all required disclosures for HIPAA and CMS regulations.
  • Complied with CMS Guide Lines and maintained monthly goals.
  • Processed CMS application's and handled complex issues.

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33. New Accounts

low Demand
Here's how New Accounts is used in Benefits Consultant jobs:
  • Delivered sales presentations to prospective members, utilizing consultative selling techniques to tactfully secure new accounts.
  • Generated new accounts implementing effective benefit communication and enrollment strategies.
  • Penetrated and closed 4 new accounts and earned 'Super Fast Start Award' within first 5 weeks of hire.
  • Utilized resources and demonstrated care and attention to detail when setting up new accounts.
  • Developed successful strategies for creating new accounts and met with decision makers.
  • Expanded local market accounts by opening eight new accounts in four months.
  • Ranked #1 in State and Region for new accounts opened.
  • Qualified new accounts to provide appropriate accident and health policies.
  • Educated small business owners about supplemental benefits Opened new accounts for small businesses to benefit owners and employees
  • Experience in warm and cold calling to update/expand existing clients' policy benefits and attempting to acquire new accounts.
  • Developed new accounts and additional revenue streams for this existing, well established, agency.
  • Recruited new agents Opened new accounts by meeting employer needs.
  • received numerous awards for opening the most new accounts.
  • Manage existing accounts Market for new accounts Build new customer relationships Customer service responsibilities/ assist with claims process

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34. Group Health

low Demand
Here's how Group Health is used in Benefits Consultant jobs:
  • Plan, organize and direct the activities related to group health, group life, dental, and vision insurance programs.
  • Developed group health, life, disability, dental and vision insurance sales for 9 counties in North Central Wisconsin.
  • Consulted, marketed and sold group health insurance benefits to employees of company's in the mid-size and large markets
  • Developed overall client strategy and provided day to day consulting services for Employer group health and welfare insurance clients.
  • Served as benefits consultant and resource for clients presenting group health plans package that would suit their needs.
  • Provided day to day consulting services for a large block of employer group health and welfare insurance clients.
  • Educated and advised employees on group health plans, voluntary benefits and 401(k) retirement plans.
  • Provide expert advice on individual and group health insurance, Missouri and KansasMedicare and long term care.
  • Developed proposals to implement group health and ancillary lines of insurance coverage for multiple employers.
  • Work with clients in developing/organizing wellness initiatives as well as facilitating employer group health fairs.
  • Experienced in Managed Care, Group Health Plans, Medicaid and Special Needs Plans.
  • Managed and provided consulting services for 250 small employer group health insurance clients.
  • Assisted retirees with transitioning from group health coverage to individual coverage.
  • Involved in marketing and servicing group health benefits of existing clients.
  • Developed a book of over 80 employer group health insurance clients.
  • Marketed group health insurance products to potential clients Created and presented effective benefit plan proposals
  • Trained on all Hilton benefits to include group health coverages, plan designs, and team member communication for all locations.
  • Explained the differences in Group Health plans and Medicare .
  • Specialized in the administration and operation of group health benefit plans by acting as a "bridge" between cross-divisional teams.

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35. Health Benefits

low Demand
Here's how Health Benefits is used in Benefits Consultant jobs:
  • 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
  • Provided small business owners with the opportunity to provide no cost, supplemental health benefits to employees through payroll deductions.
  • Consult with small businesses and individuals regarding the need for, and function of, voluntary health benefits.
  • Delivered benefit consulting services to potential employer group clients, which included health benefits programs.
  • Assist the newly insured with understanding available health benefits and coverage.
  • Conducted seminars and in home visits explaining Well Care health benefits.
  • Educated Federal employees on all payroll deductions and health benefits.
  • Administered Life and Health benefits for existing customers.
  • Consult with contacts to determine best health benefits.
  • Received inbound calls from participants who needed assistance with enrolling into health benefits , 401k , and pension.

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36. Account Management

low Demand
Here's how Account Management is used in Benefits Consultant jobs:
  • 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.
  • Provided consulting and account management services to fully insured and self-funded employer groups.
  • Worked with all company department heads including call center, claims, marketing, pricing, information technology and account management.
  • Support the office s account management activities, including plan marketing; preparation of spreadsheets, renewals, and client communication.
  • Maintained strong account management skills with the ability to build relationships, trust, and understanding the customer's needs.
  • Consulted with all our account management divisions and clients to ultimately make the cost of prescription drugs more affordable.
  • Instituted an aggressive account management and follow up process that yielded 100% renewal retention results.
  • Ensured customer satisfaction by providing Account Management to all existing plans and mediating client concerns.
  • Maintained organized records and handled the account management of the book of business.
  • Managed my own book of business, in a hunter sales/account management role.
  • Directed all aspects of account management from executive level to support staff.
  • Work closely with internal client engagement managers, account management and cross-functional teams to ensure deliverables are attained as promised.
  • Provide ongoing account management and customer onboard services.
  • Manage account management system, build employee web portals, perform enrollment reconciliation, and wrap document preparation.

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37. Insurance Policies

low Demand
Here's how Insurance Policies is used in Benefits Consultant jobs:
  • Analyze various Health Insurance Policies to provide accurate comparisons to assist clients with determine the correct one for them.
  • Prospect for, educate, and sell insurance policies to build a book of business.
  • Educated clients on complex insurance policies, including upcoming changes to benefits due to HCR.
  • Scanned client applications and insurance policies and downloaded to case database.
  • Sell various types of Insurance policies to business and individuals.
  • Provided information on insurance policies and benefits to clients.
  • Evaluate employee needs to provide appropriate insurance policies.
  • Controlled sales of individual health insurance policies.
  • Consulted members on Leave of absence , Accidental death and dismemberment, Life insurance policies and also designating beneficiaries.
  • Assisted individuals with information on life insurance policies for members of the armed forces, active and retired.
  • Maintained Insurance License and knowledge of insurance policies and laws through state mandated continued education courses.
  • Help employees make informed decisions about selecting new insurance policies and completion of all documentation.
  • Contacted small business owners in an effort to sell supplementalinsurance policies to their employees.

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38. Special Events

low Demand
Here's how Special Events is used in Benefits Consultant jobs:
  • Manage sponsorship agreements with various military installations and military bases to support special events for military families.
  • Planned organized, and implemented community special events such as health fairs and workshops.
  • Trained sales teams on educational products at seminars and special events.

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39. Hris

low Demand
Here's how Hris is used in Benefits Consultant jobs:
  • Managed Health & Welfare/Retirement and HRIS/Payroll implementation resulting from acquisitions/divestitures.
  • Conducted presentations with C-level and HR Executives to demonstrate value of integrated HRIS product and managed brokerage offerings.
  • Served as liaison between vendor partners and HRIS to ensure interface files met documented specifications and requirements.
  • Support and advise Head of Compensation, Benefits and HRIS, Airbus Group North America.
  • Collaborated with HRIS team to execute a flawless enrollment while system upgrade was in progress.
  • Developed Section 404 Sarbanes-Oxley Control Manuals for 401(k)/Defined Benefit Plans/HRIS.

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40. Business Owners

low Demand
Here's how Business Owners is used in Benefits Consultant jobs:
  • Established and maintained positive relationships with business owners, which facilitated ongoing business and brand loyalty.
  • Provided overall financial planning for individuals and business owners where possible.
  • Provide business owners with expanded benefits portfolios while controlling overall costs.
  • Managed multiple, simultaneous accounts and liaised with business owners to assess needs, expand network, and identify new opportunities.
  • Consulted with up to 40 individuals and five small business owners about company policies and their employee needs regarding insurance coverage.
  • Oversee presentations to business owners and managers, create new payroll accounts, and provide benefits and service to policyholders.
  • Helped business owners figure out the best way to insure employees and guiding individuals to choose the best benefits options.
  • Prospect and network with business owners and human resource professionals to provide employees with better benefits at reasonable cost.
  • Market services to Small Business Owners (Groups of 2-50) and individuals from a variety of industries.
  • Meet with business owners to identify needs and discuss advantages of enhancing current benefit package with ancillary products.
  • Educate business owners, C-Level management, office managers and front line employees on their chosen benefit packages.
  • Partnered with business owners and upper-level management to provide benefits and services to attract and retain quality employees.
  • Speak with business owners regarding how Liberty National can help their company and associates save tax dollars.
  • Analyzed and presented reviews and advice to business owners and other decision makers regarding employee benefit programs.
  • Prospect, present to business owners' value proposition, employee presentations, enrollments and claims support.
  • Coordinated conference calls and meetings with business owners to determine which programs suit their employees best.
  • Provided guidance to small business owners in resolving tax delinquencies and arranging acceptable payment plans;.
  • Conducted marketing, identified warm leads and cold called to set appointments with small business owners.
  • Devised an affordable supplemental plan for small business owners to offer for their workforce.
  • Give supplemental health presentations to business owners, as well as individual policy holders.

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41. FSA

low Demand
Here's how FSA is used in Benefits Consultant jobs:
  • Spearheaded the transition of 10,000 plus associates' HSA accounts to the new HSA/FSA vendor HealthEquity (HEQ).
  • Increased revenue across FSA and 401(k) Record-keeping Services through new sales and conversions of existing plans.
  • Performed COBRA, FSA, Benefits, and Worker s Comp Admin for multiple clients totaling 10,000+ lives.
  • Perform a presentation of the benefits plan with a complete and detail information of FSA & HSA.
  • Managed benefits for fully insured medical/dental plans with life, long-term disability, and FSA accounts.
  • Configured new benefit plans for Health, Insurance, Savings, FSA and Miscellaneous plans.
  • Prospected client's within designated territory to start and convert Sect125 - FSA's.
  • Provided support for FSA, Section 125 Health and Dependent Care Reimbursement plans.
  • Set up HSA, FSA and HRA in conjunction with IRS regulations.
  • Ensured compliance of FSA enrollments and pre-taxed Flex 125 plans.

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42. Benefits Package

low Demand
Here's how Benefits Package is used in Benefits Consultant jobs:
  • Develop communication and educational materials regarding the benefits package for all the insured employees.
  • Customize and develop implementation strategies for new benefits packages based on company needs.
  • Performed cost-benefit analysis and developed customized benefits packages to meet business needs.
  • Researched business employee benefits packages and identified potential improvements.
  • Consulted and Negotiated implementation of benefits packages for businesses.
  • Worked proactively with over 30 external vendors to administer benefits packages, including a $500M retirement plan for employees.
  • Provided employee benefits package recommendations to clients and prospective clients based on competitive analyses of all major health insurance carriers.
  • Work with employers to offer their employees supplemental benefits packages that protect their income resulting from an accident or injury.
  • Educated customers on what each benefits package meant/included, and sold said benefits to businesses and/or their employees.
  • Carried out negotiations with business decision makers, and constructed tailored benefits packages to offer to their employees.
  • Served as educational, advisement, and, enrollment facilitator, to employees regarding their benefits packages.
  • Provided consultation services for business owners to implement and manage a customized benefits package for their employees.
  • Worked on a business to business basis providing companies tools to boost their employee benefits package.
  • Partner with local business owners to assist in the implementation of benefits packages for their employees.
  • Developed creative benefits packages for companies to meet the needs of 5 to 500 employees.
  • Establish qualified prospects and attempt to sell them a benefits package that fits their needs.
  • Educate employers on the benefit of adding supplemental benefits to their overall benefits package.
  • Create customized benefits packages for local companies in the immediate and nearby areas.
  • Market, present and implement employee benefits package, including rate negotiations.
  • Presented employee benefits packages to clients through in-person and telephone presentations.

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43. Wellcare

low Demand
Here's how Wellcare is used in Benefits Consultant jobs:
  • Trained new employee on Harmony/WellCare marketing objectives and techniques, while ensuring all compliance regulatory processes are in place and followed.
  • Presented the WellCare Medicare benefit plans in seminars, community groups, to prospective subscribers.
  • Conducted one-on-one and group presentations showcasing WellCare Health Plan and its diverse options and benefits.
  • Retained and grew business while complying with CMS and WellCare marketing and sales regulations.
  • Establish relationships that form opportunities to educate and enroll individuals into WellCare health plans.
  • Develop and maintain membership in WellCare Medicare Advantage and Prescription drug plans.
  • Directed the promotion of WellCare programs through community marketing and outreach.
  • Market WellCare health plans in greater Metro area.
  • Adhere to all CMS and WellCare Marketing regulations.
  • Demonstrated the value of Wellcare by effectively promoting benefits for each individual.
  • Participated in corporate regional Wellcare selling model focus groups.
  • Called on Senior Centers and achieved results that consistently exceeded Wellcare's production goals and customer service expectations.
  • Meet monthly goals of Wellcare and communicate with the sales manager daily to update the goals every day.
  • Conduct individual and group presentations to perspective members as well as enroll individuals to Wellcare Advantage Plans.
  • Recruited to Wellcare by a previous employer to sell Medicare and Medicaid within the Peoria area.
  • Scouted south territories to qualify new enrollee's for Harmony WellCare managed care plans.
  • Market Wellcare's Medicare Advantage Plans to all interested eligible candidates and PCP's.
  • Licensed Health Insurance Sales Agent selling Wellcare Medicare Advantage and Prescription Drug Plans.
  • Performed prospecting and enrollment of leads into the Wellcare Medicare Advantage Plans.
  • Served as a community advocate for Wellcare at local events and activities.

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44. Sales Presentations

low Demand
Here's how Sales Presentations is used in Benefits Consultant jobs:
  • Co-managed office with responsibilities of leading sales presentations, marketing and implementation of new clients.
  • Identified new corporate opportunities and created effective sales presentations.
  • Conducted formal and informal sales presentations.
  • Created marketing material and sales presentations.
  • Conducted sales presentations in corporate settings.
  • Participated in sales presentations with brokers, clients and associates in efforts to generate and continue excellent working relationships.
  • Perform group and one on one sales presentations and needs analysis of prospects to determine product fit.
  • Generated new account leads and conducted all outside sales presentations.
  • Give sales presentations to small and large business groups.
  • Conduct sales presentations with potential clients.
  • Provided information, recommendations, and sales presentations on benefits benchmarking, insurance provisions, and cafeteria/flexible benefit schemes.
  • Lead sales presentations delivering sound healthcare benefit solutions to a range of audiences as well as employee enrollment meetings educating staff.
  • Conduct sales presentationsour, guide them through our service agreement and online shopping cart.
  • Travelled to small businesses and performed sales presentations of benefits to crowds of employees.

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45. Key Decision Makers

low Demand
Here's how Key Decision Makers is used in Benefits Consultant jobs:
  • Set appointments with business owners or key decision makers to discuss employee benefits and the products I can offer their employees.
  • Created strategic relationships with key decision makers to ensure long-term client retention.

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46. STD

low Demand
Here's how STD is used in Benefits Consultant jobs:
  • Created and implemented training for new STD/FML program to disseminate to HR group, as train the trainer at each facility.
  • Managed retiree health & welfare administration as well as company ancillary benefits such as STD, LTD and Life Insurance.
  • Trained at Paychex University in Medical, Life, LTD, STD, Vision and Dental Insurance fields.
  • Lead efforts to improve STD/LTD process with vendor, including out of state site visit.
  • Verify STD coverage and qualifications.
  • Served as the Wyoming Department of Health co-chair for the Community Advisory Council for HIV/STD/Hepatitis Prevention and Treatment (CAPPA).

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47. HMO

low Demand
Here's how HMO is used in Benefits Consultant jobs:
  • Worked with Florida Medicaid recipients and liaised with leading HMO to offer coverage and services and coordinate service delivery.
  • Explained the coverage and insurance benefits to members of HMO, PPO and other plans.
  • Service existing and new customers in Washington Metro, Richmond, and Hampton Roads areas.
  • Field Agent Prospecting and enrolling eligible individuals in Medicare Advantage HMO plans.
  • Managed vendors and the renewal negotiations of insured HMO and DHMO plans.
  • Educate members about the Medicare HMO or Medicare Advantage System.
  • Research, draft and maintain contracts for HMO, QPOS, PPO, and Managed Choice book of business.
  • Coordinated with Hewitt outsourcing group (TBA) for employee annual enrollment Responsible for training initiatives for Hewitt's internet-based HMO RFP
  • Reach out Medicaid and Medicare patients and educate them about HMO plans Prepare Weekly report for managers' review.
  • Researched and developed a proposal and implemented the provision of Medicare Risk HMOs to 800 company retirees.
  • Prospected and enrolled eligible individuals in the Medicare Advantage PPO/HMO, and Med Sup plans.

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48. Group Presentations

low Demand
Here's how Group Presentations is used in Benefits Consultant jobs:
  • Communicate newly implemented employee benefit options, including preparation of employee focus group presentations or open enrollment.
  • Conducted individual and group presentations to perspective candidates to increase enrollment.
  • Schedule individual meetings or group presentations from assigned/self-generated leads.
  • Conducted individual and group presentations to prospective members.
  • Conducted individual and/or group presentations to perspective members.
  • Helped setup and perform group presentations to Medicare seniors
  • Developed marketing material for group presentations.
  • Conducted one-on-one and group presentations about health plan benefits for potential customers, and generate sales leads from various sources.
  • Experienced in one on one sales as well as group presentations, facilitating enrollment meetings, and working benefit fairs.
  • Managed a team of four to increase awareness in expansion counties Educate beneficiaries by conducting individual meetings and group presentations.
  • Used individual and group presentations to explain the policies available and promote enrollment for the benefits packages available.
  • Group presentations, individual interviews, as well as managing customer claims and questions are tasks completed daily.
  • Managed educational needs for the elderly on Medicare Advantage Health plans - Executed group presentations and coordinated benefits.
  • Coordinated and scheduled appointments for clients; set up meetings and group presentations.
  • Conducted individual and group presentations on the Medicare Advantage plan to prospective members.
  • Presented products in group presentations to employees as well as administer enrollments.
  • Have become the go-to consultant for large employer and group presentations.
  • Conducted one- on -one and group presentations for potential customers.
  • Organize and set up events to make group presentations.
  • Conducted one on one and group presentations.

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49. ACA

low Demand
Here's how ACA is used in Benefits Consultant jobs:
  • Consulted clients regarding ACA Compliance issues, Wellness Programs and other benefit administration and welfare plans.
  • Set up and implemented benefits in ADP's Workforce Now system, complying with ACA guidelines.
  • Maintained participation and enrollment for Academic Annuity Plan 401 a plan and Cash Balance Plans.
  • Created three payroll files per academic quarter for generating employee and department contribution payments.
  • Prepared businesses to meet changes in health care laws for ACA compliance.
  • Remain knowledgeable and current on industry trends and ACA regulatory changes.
  • Subject Matter Expert for benefit products and HealthCare Reform/ACA rules.
  • Performed Managerial duties while my manager was on vacation.
  • Conducted ACA education and compliance audits.
  • Identified and filled staff vacancies.
  • Completed Healthcare Reform Specialist certification program and monitored client plans to ensure compliance with health care reform regulations (PPACA).
  • Presented to upper management and made recommendations on the impact of PPACA on NCCI's health plans (e.g.
  • Identified new project work for existing clients including actuarial pricing, ACA impact modeling, and data analytics.
  • Educated the applicants regarding The Affordable Care Act (Obamacare) Laws.
  • Helped members understand the changes to their policies due to the ACA compliances'.
  • advise clients with new changes in laws,such as Obamacare...ACA,healthcare...

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20 Most Common Skill for a Benefits Consultant

Benefits Administration13.3%
Customer Service9.6%
Health Care9.2%
Financial Statements8.5%
Medicare8.4%
HR5.5%
New Clients4.9%
Life Insurance4.6%

Typical Skill-Sets Required For A Benefits Consultant

RankSkillPercentage of ResumesPercentage
1
1
Benefits Administration
Benefits Administration
9.1%
9.1%
2
2
Customer Service
Customer Service
6.5%
6.5%
3
3
Health Care
Health Care
6.3%
6.3%
4
4
Financial Statements
Financial Statements
5.8%
5.8%
5
5
Medicare
Medicare
5.7%
5.7%
6
6
HR
HR
3.7%
3.7%
7
7
New Clients
New Clients
3.3%
3.3%
8
8
Life Insurance
Life Insurance
3.1%
3.1%
9
9
Aflac
Aflac
3.1%
3.1%
10
10
Open Enrollment
Open Enrollment
2.6%
2.6%
11
11
Medicaid
Medicaid
2.3%
2.3%
12
12
Community Resources
Community Resources
2.2%
2.2%
13
13
Cobra
Cobra
2.2%
2.2%
14
14
Client Relationships
Client Relationships
2%
2%
15
15
Supplemental Insurance
Supplemental Insurance
1.9%
1.9%
16
16
Plan Design
Plan Design
1.8%
1.8%
17
17
Insurance Companies
Insurance Companies
1.7%
1.7%
18
18
Voluntary Benefits
Voluntary Benefits
1.6%
1.6%
19
19
Benefit Consultant
Benefit Consultant
1.6%
1.6%
20
20
Retirement Planning
Retirement Planning
1.6%
1.6%
21
21
Erisa
Erisa
1.6%
1.6%
22
22
Sales Goals
Sales Goals
1.6%
1.6%
23
23
Insurance Products
Insurance Products
1.5%
1.5%
24
24
Welfare Plans
Welfare Plans
1.5%
1.5%
25
25
Fmla
Fmla
1.4%
1.4%
26
26
Hipaa
Hipaa
1.4%
1.4%
27
27
Insurance Plans
Insurance Plans
1.4%
1.4%
28
28
Summary Plan Descriptions
Summary Plan Descriptions
1.4%
1.4%
29
29
Plan Documents
Plan Documents
1.2%
1.2%
30
30
RFP
RFP
1.2%
1.2%
31
31
IRS
IRS
1.2%
1.2%
32
32
CMS
CMS
1.1%
1.1%
33
33
New Accounts
New Accounts
1.1%
1.1%
34
34
Group Health
Group Health
1.1%
1.1%
35
35
Health Benefits
Health Benefits
1.1%
1.1%
36
36
Account Management
Account Management
1%
1%
37
37
Insurance Policies
Insurance Policies
1%
1%
38
38
Special Events
Special Events
1%
1%
39
39
Hris
Hris
0.9%
0.9%
40
40
Business Owners
Business Owners
0.9%
0.9%
41
41
FSA
FSA
0.9%
0.9%
42
42
Benefits Package
Benefits Package
0.9%
0.9%
43
43
Wellcare
Wellcare
0.9%
0.9%
44
44
Sales Presentations
Sales Presentations
0.8%
0.8%
45
45
Key Decision Makers
Key Decision Makers
0.8%
0.8%
46
46
STD
STD
0.8%
0.8%
47
47
HMO
HMO
0.8%
0.8%
48
48
Group Presentations
Group Presentations
0.8%
0.8%
49
49
ACA
ACA
0.8%
0.8%

5,998 Benefits Consultant Jobs

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