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Benefits consultant jobs in Orlando, FL

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  • Senior Benefits Consultant

    Bridge Specialty Group

    Benefits consultant job in Maitland, FL

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant to join our growing team in Maitland, FL. The Senior Benefits Consultant role is primarily responsible for assuming overall responsibility for the project management of an assigned book of business including but not limited to; day-to-day operations, effectively communicating with internal support departments, and coordinating aspects of the service process provided to clients. How You Will Contribute Overall responsibility for the project management for all assigned groups. Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship. Communicate to onboarding team the new client details and provide the AOR letters. Coordinate with department heads to assign a dedicated team to the account, once a group has been sold. Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.) Formulate go to market strategy with client and communicate details to marketing team. Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc. Review all existing plans and COC's. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc. Communicate to compliance on items that need to be implemented or reviewed for client Communicate with Communications team to establish open enrollment timelines. Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client. Meet with all department heads to regularly communicate progress and timelines for each client. Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc. Assist with RFP responses. Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary. Advise clients on all matters related to their benefits and resolve escalated issues from internal team. Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings. Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established. Travel to client sites as required. Perform other duties as assigned. Licenses and Certifications: Florida License 2-15 or obtain within first 90 days Skills & Experience to be Successful Bachelor's Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience. Travel - 30% minimum Strong knowledge of employee benefit concepts and practices including but not limited to; Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA Exceptional organizational and presentation skills Ability to act and motivate others to follow and achieve desired results Excellent verbal and written communication Strong ability to multi-task and handle multiple projects in fast paced environment Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word Routine travel which may require teammate to drive their own vehicle or a rental vehicle. Acceptable results of an MVR report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of the position. Working knowledge of AMS360 and ImageRight (preferred) Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $49k-91k yearly est. Auto-Apply 22d ago
  • Senior Benefits Consultant

    Brown & Brown, Inc. 4.6company rating

    Benefits consultant job in Maitland, FL

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant to join our growing team in Maitland, FL. The Senior Benefits Consultant role is primarily responsible for assuming overall responsibility for the project management of an assigned book of business including but not limited to; day-to-day operations, effectively communicating with internal support departments, and coordinating aspects of the service process provided to clients. How You Will Contribute * Overall responsibility for the project management for all assigned groups. * Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship. * Communicate to onboarding team the new client details and provide the AOR letters. * Coordinate with department heads to assign a dedicated team to the account, once a group has been sold. * Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, and wellness strategies etc.) * Formulate go to market strategy with client and communicate details to marketing team. * Coordinate with Marketing/Finance team to establish timelines, deliverables, communicate marketing strategy, required carriers to send RFP, contribution strategies, plan alternates, etc. * Review all existing plans and COC's. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc. * Communicate to compliance on items that need to be implemented or reviewed for client * Communicate with Communications team to establish open enrollment timelines. * Communicate with Marketing/Finance team around deadlines and go to market strategy, along with contribution strategies and data reporting requirements * Have regular meetings with wellness to formulate strategy and follow-up on deliverables and deadlines for each client. * Meet with all department heads to regularly communicate progress and timelines for each client. * Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc. * Assist with RFP responses. * Provide due diligence data requests, reviews, and executive summary. Present to diligence team your finding and the executive summary. * Advise clients on all matters related to their benefits and resolve escalated issues from internal team. * Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings. * Perform open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have * established. * Travel to client sites as required. * Perform other duties as assigned. Licenses and Certifications: * Florida License 2-15 or obtain within first 90 days Skills & Experience to be Successful * Bachelor's Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience. * Travel - 30% minimum * Strong knowledge of employee benefit concepts and practices including but not limited to; Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA * Exceptional organizational and presentation skills * Ability to act and motivate others to follow and achieve desired results * Excellent verbal and written communication * Strong ability to multi-task and handle multiple projects in fast paced environment * Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word * Routine travel which may require teammate to drive their own vehicle or a rental vehicle. Acceptable results of an MVR report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of the position. * Working knowledge of AMS360 and ImageRight (preferred) Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $54k-83k yearly est. Auto-Apply 27d ago
  • Director, Global Benefits

    Working at Signature Aviation

    Benefits consultant job in Orlando, FL

    The Director, Global Benefits will oversee the strategic planning and administration of employee benefits programs across the organization. This includes developing and implementing benefit programs such as health, wellness, retirement plans, disability insurance, leave of absence and other employee benefits. The Director also works to ensure compliance with global regulations and managing benefit contracts with vendors. Bachelor's degree from four-year college or university in a related field or equivalent combination of education and experience is required. Advanced educational degree or equivalent work experience, education concentration in Human Resources, Business Administration or related field is preferred. Ten+ years' related experience in benefits management including leadership experience. Experience managing global benefits programs. Strong understanding of healthcare insurance markets and retirement planning. Professional certification (e.g. CEBS, Certified Benefits Professional, SPHR) is preferred. In-depth knowledge of global benefits programs, regulatory requirements and best practices. Experience with HRIS systems such as Oracle, Workday, or PeopleSoft and benefits management software. Experience working with cross functional global projects and/or teams. Experience working in a team-oriented, collaborative environment. Additional knowledge and skills: Strong interpersonal, oral, written communication, and consultative skills. Ability to build and maintain relationships with internal and external stakeholders. Ability to prioritize and execute tasks in a high-pressure environment. Ability to travel as needed. Other duties as assigned. Strategic Planning: Develop and implement a global benefits strategy that aligns with the organization's overall business objectives and talent management strategy. Evaluate and enhance existing benefits programs to ensure they are competitive, compliant, and aligned with the company's values and culture. Provide strategic input on benefits related to mergers, acquisitions, and business expansions. Program Management: Oversee the design, implementation, and administration of comprehensive benefits programs, including health, wellness, retirement, disability, leave of absence, and other employee benefits. Ensure compliance with all regulatory requirements in each country. Ensure all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA). Monitor and manage benefits costs, ensuring programs are cost-effective and sustainable. Vendor and Broker Management: Partner with Global benefits brokers. Evaluate external benefits providers, ensuring high-quality service and cost-effective solutions. Conduct regular assessments of vendor performance and make recommendations for improvements. Employee Communication and Education: Develop communication strategies to educate employees about benefit options and promote engagement. Oversee the annual benefits enrollment process. Data Analysis and Reporting: Analyze benefits and survey data to assess program effectiveness and identify opportunities for improvement. Prepare and present reports for HR Leadership. Market Trends and Best Practices: Stay informed about industry trends and best practices in benefits management and integrate relevant innovations into the organization's programs. Keeps up to date on current developments, legislation, arbitration decisions, and collective bargaining contracts to assess industry trends. Supervisory Responsibilities: Plan, direct, supervise, and coordinate work activities of subordinates and staff Manages a Manager, Benefits and five benefits analysts and administrators
    $68k-123k yearly est. Auto-Apply 20d ago
  • Employee Benefits Account Manager | Insurance Brokerage

    APR 4.6company rating

    Benefits consultant job in Orlando, FL

    Job DescriptionEmployee Benefits Account Manager Salary: $75,000 - $90,000 + Benefits We are seeking an experienced Employee Benefits Account Manager to join a dynamic team in Orlando, FL. This role is ideal for a professional with a proven track record in managing small (2-25 lives) to mid-sized (25-500 lives) group benefits accounts, providing exceptional client service, and collaborating closely with Producers. Key Responsibilities Manage a book of group benefits clients ranging from 2-500 lives. Attend open enrollment meetings and client meetings with Producers. Assist with marketing, RFP preparation, and implementation of benefit plans. Handle renewals, conduct presentations, and manage day-to-day service needs. Build and maintain strong relationships with carrier representatives and underwriters. Stay current on carrier rating plans, programs, and industry best practices. Provide support for client enrollments, benefit inquiries, product knowledge, and claims resolution. Prepare proposals and assist with sales presentations as needed. Maintain client information across multiple agency management and benefits administration systems. Ensure accurate and timely communication with clients, addressing service requests and resolving issues efficiently. Qualifications 3-5 years of experience in health insurance and ancillary products. Active Florida Life & Health Insurance License. Background in an insurance agency, TPA, medical practice, or carrier setting. Experience managing a book of employee benefits business or handling claims/billing issues in a medical practice. Proficiency with Microsoft Office (especially Excel) and familiarity with agency management systems. Strong knowledge of Health Savings Accounts (HSA), Health Reimbursement Accounts (HRA), Flexible Spending Accounts (FSA), COBRA, ERISA, and DOL guidelines. Excellent communication and relationship-building skills. All submissions will be kept confidential For consideration, please email your resume directly to: **********************
    $75k-90k yearly Easy Apply 29d ago
  • Employee Health & Benefits Account Manager

    Marsh & McLennan Companies, Inc. 4.8company rating

    Benefits consultant job in Maitland, FL

    Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Employee Health & Benefits Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager on the Employee Health & Benefits team, you'll be responsible for the service and retention of our middle to large market group benefit accounts. You will manage the renewal process and day to day correspondence with the clients. You will assist Producers in gathering the necessary information for new and renewing groups to submit to the marketing team, handle implementations, intake forms and review benef. You will need to keep your workflows organized and client's electronic files in in our document management system up to date. Our future colleague. We'd love to meet you if your professional track record includes these skills: * Possess skills necessary to communicate with clients, carriers and prospects concerning Employee Health & Benefits lines of coverage. * Service assigned clients and prospective clients. * Assist the Producer/Benefit Consultant in gathering the necessary information regarding new/renewal accounts and submit this information to the Marketing Department. * Work closely with the Producer/Benefit Consultant to formulate a complete submission for the client * Assist the Marketing Analyst in the renewal and new business marketing processes * Coordinate your workflow with the Producer/Benefit Consultant and the Department Manager * Direct implementation, enrollment, and communication processes * Perform periodic service calls in accordance with Service Standards * Utilize stewardship and timeline templates insuring quality service to accounts * Maintain awareness of new developments and legislation in the Group Benefits field * Develop and maintain a positive relationship and rapport with clients and carriers * Work with the Producer/Benefit Consultant on additional items such as the Stewardship Review Process, Service Timelines (creation and usage), Conduct and record Benefit Audit, Legislative and Compliance issues, HIPAA regulations and 5500's, among others. These additional qualifications are a plus, but not required to apply: * Experience with Benefit Point, ImageRight, Employee Navigator, and Zywave. * College degree desirable; or equivalent combination of education and experience. * Hold an active 2-15 license. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: * Generous time off, including personal and volunteering * Health Insurance * 401k * Professional development opportunities * Hybrid work * Six week paid parental leave for the birth or adoption of a child * Charitable contribution match programs * Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: * ************************************ * ********************************** * ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAEHB #MMABOU
    $55k-101k yearly est. 18d ago
  • Employee Benefits Account Manager

    Hub International 4.8company rating

    Benefits consultant job in Winter Park, FL

    HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. + Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. + Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. + Manages, organizes, and conducts client meetings when necessary. + Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. + Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. + Oversees open enrollment assistance and communications. + Manage new client or new line of coverage implementation. + Stays abreast of changes in the insurance industry and other external conditions that may impact clients. + Manage open items log - ensure outstanding items closed in timely manner. + May travel for client meetings up to 25% of the time. **REQUIREMENTS:** Work Experience: + 2 - 5 years of applicable Employee Benefits experience. + Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. + Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting + Strong written and oral communication skills + Proficiency with Microsoft Office Suite (Word, Excel, Outlook) + Ability to utilize and be proficient in broker management systems + Strong organizational, problem solving and time management skills Education: + Four-year college degree preferred + Licensing or certification Requirements + Relevant Employee Benefits licenses per state/regional statutes + Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: + Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. + To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $45k-69k yearly est. 6d ago
  • Benefits Analyst

    Atrium Staffing

    Benefits consultant job in Orlando, FL

    Atrium is partnering with a real estate development and investment firm dedicated to operational excellence, innovation, and financial stewardship. They are committed to building data-driven programs and processes that align organizational growth with employee well-being. They are currently expanding and looking to add a Benefits Analyst to their team. Salary/Hourly Rate: $90k - $110k + Bonus Position Overview: The Benefits Analyst will play a key role in building and managing their clients' reporting and analytics infrastructure for benefits and financial operations. This position is highly data-focused, emphasizing the development of reporting tools, dashboards, and insights that connect benefits program performance to organizational financial goals. The ideal candidate thrives on turning complex data into clear, actionable strategies that drive operational efficiency, compliance, and cost management. Responsibilities of the Benefits Analyst: * Translate complex datasets into dashboards and insights that inform leadership decision-making. * Lead the creation, implementation, and reporting infrastructure of the company's 401(K) plan, ensuring compliance with ERISA and IRS regulations. * Partner with the Third Party Administrator and Broker of Record to monitor claims activity, reserve positions, and stop-loss reimbursements, ensuring financial transparency. * Ensure accurate mapping of benefit deductions across HRIS (UKG), payroll, and general ledger systems. * Oversee reconciliation workflows and cost allocation across business units for accurate financial modeling. * Deliver proactive reporting to Accounting and HR leadership on health plan performance, compliance risks, and budget forecasts. * Maintain adherence to regulatory standards (ACA, HIPAA, SPD, 1095-C) and ensure compliance reporting is accurate and timely. * Support the rollout of new financial and HR initiatives by building performance-tracking metrics and adoption reports. Required Experience/Skills for the Benefits Analyst: * 2 - 3 years of experience in HR, benefits administration, or financial operations with a focus on data and reporting. * Strong quantitative and analytical skills with the ability to synthesize large datasets into meaningful insights. * Proficiency in creating dashboards and reports that connect HR and benefits data to financial performance. * Familiarity with regulatory compliance reporting and payroll/benefits data integration. * Prior exposure to self-funded health plan reporting and claims analysis. Preferred Experience/Skills for the Benefits Analyst: * Experience with UKG payroll/HRIS systems. * Experience supporting the setup or administration of a 401(K) plan. * Advanced Excel or BI tool skills (e.g., Power BI, Tableau, or similar). Education Requirements: * Bachelor's degree in Business, Finance, HR, Data Analytics, or a related field is preferred. Benefits: * Client-provided benefits available, upon eligibility.
    $34k-50k yearly est. 17d ago
  • Benefits Analyst

    Hillpointe

    Benefits consultant job in Winter Park, FL

    Job Description WHY HILLPOINTE? Hillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMHC's list of Builders and Developers, our team ensures best-in-class execution. Built on its long and proven track record of real estate development, the firm's investment approach is centered around its in-house general contracting expertise, enabling direct control of cost and delivery timeframe. For each project, Hillpointe directly controls land acquisition, land development, construction, procurement of building materials, asset management, and capital markets. This is more than just a job - it's a career-defining opportunity! At Hillpointe, you'll be part of a dynamic, innovative team that has tangible impacts on day-to-day operations and contributes directly to overall success. Benefits Analyst Hillpointe is hiring a Benefits Analyst to lead the performance and oversight of our self-funded health plan and related benefit programs. This role emphasizes financial stewardship, compliance, and data transparency-aligning benefit strategies with organizational financial goals and operational efficiency. Essential Responsibilities: Benefit Plan Analytics & Financial Oversight Collaborate with UMR and Broker of Record to monitor claims activity, reserve positions, and stop-loss reimbursements. Ensure accurate benefit deduction mapping between UKG and payroll systems. Manage the reconciliation workflow from benefits through payroll and into the general ledger. Analyze cost allocation across business units and EINs to support internal financial modeling. Performance Dashboards & Reporting Infrastructure Develop foundational reporting tools for: Claims vs. budget performance Wellness program impact measurement Program-level return on investment (ROI) Provide leadership with actionable insights that inform benefit plan adjustments and budget forecasts. Regulatory Compliance & Accounting Alignment Maintain adherence to regulatory standards including ACA, HIPAA, SPD disclosures, and 1095-C reporting. Partner with Accounting on health account bank reconciliations and ensure timely submission of benefit filings. Strategic Program Deployment & Governance Support the implementation and rollout of financially driven initiatives such as: 401(k) plan launch UKG Wallet deployment Travel and entertainment policy ramp-up Expense reimbursement guardrails (in coordination with Payroll) Requirements: Bachelor's degree in Business, Finance, HR, or related field preferred. 2-3 years of experience in benefits administration or financial operations. Strong quantitative skills with demonstrated ability to manage and synthesize large datasets. Familiarity with health plan reporting, regulatory compliance, and payroll systems (UKG experience a plus). NOTE: This document outlines the general nature and level of work expected from individuals in this role. It's important to understand that this is not an exhaustive list of responsibilities, duties, and skills. Additional tasks or job functions that can be safely performed may be required as necessary by supervisory personnel. This flexibility in additional duties showcases the company's adaptability and encourages employees to be versatile. The employee is expected to adhere to all work rules, procedures, and policies established by the company, including, but not limited to, those contained in the employee handbook.
    $34k-50k yearly est. 7d ago
  • Employee Engagement and Culture Coordinator

    Fidelity National Financial 4.4company rating

    Benefits consultant job in Maitland, FL

    We are seeking a creative, detail-oriented, and highly organized Employee Engagement & Culture Coordinator to join our team in Maitland, FL (in-office role). This person will work closely with our VP of Finance and Marketing Assistant to drive employee engagement activities throughout the year, promote a positive company culture, and build strong connections across our network of offices. The role involves collaborating with in-field contacts across 4-5 offices, coordinating internal communications (newsletters, emails), organizing events, and managing related budgets. The ideal candidate will have prior experience in a similar role, exceptional communication and writing skills, a creative and proactive approach, and strong proficiency in Microsoft Office tools (Outlook, Excel, Word, PowerPoint). They must also feel comfortable interacting with employees across various levels and coordinating in-person activities. Duties • Plan, coordinate, and execute employee engagement activities and culture-building events (such as games, breakfast/lunch socials, holiday parties) throughout the year. • Work directly with the VP of Finance and President to align engagement activities with company goals and culture. • Serve as the primary in-field contact for the Maitland office for all engagement-related events, including setup and onsite coordination. • Collaborate with in-field contacts across 4-5 offices to ensure cohesive programming and engagement across locations. • Write and distribute engaging newsletters, email communications, and event announcements. • Collaborate with in-house Marketing team to ensure style of communication aligns with Property Insight marketing strategy. • Maintain budget tracking for engagement activities and assist in planning the annual engagement budget. • Monitor expenses to ensure activities stay within approved budgets. • Provide creative ideas and think outside the box while ensuring activities are inclusive and appealing to a broad employee base. • Maintain a high level of attention to detail in planning and execution. • Develop positive relationships across departments and offices to foster a collaborative culture. • Conduct employee surveys, analyze feedback, and present actionable insights to leadership. • Coordinate with HR and Department leads to ensure. • Coordinate with HR and Department leads to ensure amazing onboarding experience for new hires. • Keep abreast of Corporate tools and resources to improve employee engagement. • Work with department leaders to track Udemy and training goals and progress. • Align with HR representative and department leads to ensure employees are engaged in learning and mentoring development activities. • Perform other related duties as assigned. Education College Graduate. Experience REQUIREMENTS: • Prior experience in human resources, employee engagement, event planning, internal communications, office coordination, or related field is highly preferred. • Strong written and verbal communication skills. • Excellent organizational and project management skills. • Ability to manage multiple projects simultaneously and meet deadlines. • Proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Vizio. • Comfortable communicating and coordinating with employees at all levels. • Self-starter with creativity and initiative. • Strong attention to detail. • Ability to work effectively both independently and as part of a team. • Part-Time. Additional Information Part-time position (less than 20 hours) Required travel (5%)
    $57k-80k yearly est. Auto-Apply 60d+ ago
  • Plan Termination Consultant, FuturePlan

    Ascensus 4.3company rating

    Benefits consultant job in Orlando, FL

    The Deconversion Consultant becomes the primary contact once a client has notified their Service Consultant of disengagement or plan termination. You will own the end-to-end deconversion experience, ensuring all plan administration work is completed accurately and efficiently. This includes partnering with internal departments under heightened urgency to properly transfer or close out the plan, delivering a seamless and compliant transition that reflects FuturePlan's commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. * Serve as the primary point of contact for clients and advisors throughout the deconversion process, managing expectations and driving timelines. * Own all aspects of plan administration for assigned deconversion cases, including compliance testing, annual valuation, Form 5500 filing, and final asset distributions. * Prepare necessary government forms and ensure compliance with DOL and IRS requirements. * Partner with internal departments (Compliance, Trust Accounting, Operations, etc.) to coordinate and expedite deconversion activities. * Perform census review, eligibility calculations, trust accounting, and asset reconciliation. * Identify and resolve plan discrepancies, ensuring all corrective actions are completed prior to plan closure. * Track progress of all deconversion cases to ensure deadlines are met and dependencies are managed effectively. * Maintain proactive communication with clients, plan sponsors, and internal teams, providing status updates and resolving issues promptly. * Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Supervision * N/A. Section 3: Experience, Skills, Knowledge Requirements * Education & Experience * Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience. * 5+ years of experience in retirement plan administration, deconversion, or financial services; experience with multiple plan types (DC, DB, Combo) strongly preferred. * Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools. * Technical Skills * Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively. * Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed). * Experience with plan reconciliations, trust accounting, and conversion processes. * Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management. * Core Competencies * Exceptional client service orientation with strong presentation, facilitation, and negotiation skills. * Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams. * Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy. * Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance. * Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships. * Skilled in conflict resolution and escalation management. * Behavioral Attributes * Collaborative team player who thrives in a culture of accountability and innovation. * Adaptable to change and committed to continuous improvement. * Willingness to work additional hours as needed to meet client and business needs. * Embodies FuturePlan's core values and approaches every task with a "Day 1" mindset. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $65k-75k yearly 13d ago
  • HVAC Comfort Consultant - Orlando

    Wrench Group 4.6company rating

    Benefits consultant job in Altamonte Springs, FL

    CoolToday is Now Hiring Comfort Advisors! Exceptional Work Life Balance! Looking to work for a company that puts people first? Does a robust benefits package sound too good to be true? What about working in a fun and collaborative environment? Perhaps 401K match means the most to you? CoolToday is currently seeking for Comfort Advisors to join our team comprised of creative and energetic employees, who are dedicated to delivering the best customer service experience every day. Our Comfort Consultants listen to the needs of our customers, working with them to determine the best new equipment to meet their needs and do whatever is necessary to achieve department sales and capacity goals. Are you looking to increase your earning potential? Who isn't?! This is an uncapped income opportunity, take control of what you earn by utilizing your closing skills! If you love sales and have excellent communication skills- we want your help earning new customers and keeping our current customers happy. We are looking for high-energy, motivated, and service-oriented individuals. This position earns between $65,000-$150,000+ per year depending on your level of commitment and flexibility. We also offer exceptional benefits. What you are waiting for !!!!! APPLY !!!!! What's In It For Me? Market Value Compensation Annualized Bonus PlanRobust PTO Plan Health, Vision and Dental plans for you and your family to choose from 401K Retirement Plan with company match up to 30% Life Insurance, Short-Term and Long-Term Disability Special Program Options: FSA, EAP, Legal Services, and Identity Theft Continuous Training for your Professional Development Working in a dynamic, collaborative, and fun environment Coached and supported career growth Responsibilities What Will I Do? Timely follow-up on company provided leads Establish customer rapport; as open questions to determine the customer's needs Present the right products and service solutions Develop key client relationships, negotiating and closing deals Create sales proposals that are accurate, complete, and easily understood by the installation team Create confident buyers by providing complete and accurate information about our products and pricing Become an expert of your market area Help set aggressive sales plans, propose expansions Ask for referrals to expand your customer base Qualifications Do I have What it Takes? Minimum 2 year Selling to face to face with customers Bilingual is a plus Driven and passionate about the Hunt Ability to cultivate existing relationship while farming for new ones Dedication to the trade Ability to close Proficient in Microsoft office suite. Word, Excel, etc. Experience with HVAC systems (preferred) not required Ability to canvas areas to gain leads Weekly and monthly reports Wrench Group and its affiliates are proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, genetic information, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Wrench Group and its affiliates comply with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact the company Human Resources office.
    $65k-150k yearly Auto-Apply 60d+ ago
  • Liability Claims Consultant (Construction Defect)

    CNA Financial Corp 4.6company rating

    Benefits consultant job in Lake Mary, FL

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA Insurance is searching for a seasoned Liability Claims Consultant to work with a large degree of autonomy managing third party liability construction defect commercial claims nationwide with high complexity and exposure. Responsibilities include the coordination of all claim investigation and resolution activities under both occurrences based general liability policies and claims made errors & omissions policies according to company protocols, quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). Ideal candidates are sharp and experienced in handling third party liability construction defect claims and litigation. This position enjoys a flexible, hybrid work schedule and is available in any location near a CNA office. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages highly complex investigations of claims, including coverage issues, liability, compensability and damages. Determines if a major claim should be settled or litigated and implements an appropriate resolution strategy accordingly. Effectively manages loss costs and claim expenses. * Manages all types of investigative activity or litigation on major claims, including the posting of appropriate reserves in a timely manner. Coordinates discovery and litigation strategy with staff counsel or panel attorneys. * Negotiates highly complex settlement packages, and authorizes payment within scope of authority, settling claims in most cost-effective manner and ensuring timely issuance of disbursements. * Coordinates third party recovery with subrogation/salvage unit. * Makes recommendations on claims processes and resolution strategies to management. * Analyzes claims activities; prepares and presents reports to management and other internal business partners and clients. * Works with attorneys, account representatives, agents, doctors and insureds regarding the handling and/or disposition of highly complex claims. * Keeps current on state/territory regulations and issues, industry activity and trends. May participate in industry trade groups. * Provides guidance and assistance to less experienced claims staff and other functional areas. * Responsible for input of data that accurately reflects claim circumstances and other information important to our business outcomes. May perform additional duties as assigned. Reporting Relationship Manager or above Skills, Knowledge & Abilities * Advanced technical and product specific expertise, claims resolution skill and knowledge of insurance and claims principles, practices and procedures. * Strong communication, negotiation and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. * Advanced analytical and problem solving skills, with the ability to manage and prioritize multiple projects. * Ability to deal with ambiguous situations and issues. * Creativity in resolving unique and challenging business problems. * Knowledge of Microsoft Office Suite and other business-related software. * Ability to adapt to change and value diverse opinions and ideas. * Ability to manage and prioritize multiple projects. * Ability to evaluate claims based on a cost benefit analysis. * Ability to fully comprehend complex claim facts and issues; and to further articulate analyses of claims in presentations to business partners and management as well as in internal reports. * Ability to implement strategies with a proactive long-term view of business goals and objectives. Education & Experience * Bachelor's Degree or equivalent experience. * Typically a minimum of eight years of relevant experience, preferably in a legal or claim handling environment. * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. * Professional designations are a plus (e.g. CPCU) #LI-KP1 #LI-Hybrid In Chicago/New York/California, the average base pay range for the Claims Consultant role is $102,000 to $145,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $102k-145k yearly Auto-Apply 17d ago
  • Enclosure Consultant - Diagnostics

    Walter P Moore 4.1company rating

    Benefits consultant job in Orlando, FL

    Responsibilities In this position the qualified individual will investigate and determine the service life of building enclosure assemblies. The qualified individual will assess enclosure systems, and design repairs for existing enclosure systems. They will perform enclosure review to assess air infiltration, rain water control, heat transfer, and vapor transmission. They will perform building performance analysis including evaluate daylighting, solar heat gain, thermal energy transfer, and holistic integration of the enclosure with building mechanical, lighting, and plumbing systems. A sound technical background and excellent oral and written communication skills are required. A technical background in CADD and building performance modeling software is preferred. You'll develop a strong background in building facade and roofing assemblies, understanding of building science and thermal analysis concepts as well as a knowledge of modeling building performance and sustainability. Job Responsibilities will include: Assist Project Manager with project tasks Review and organize project-related documents Research building codes and industry standards Write assessment reports Perform field investigations, including non-destructive testing, travel required Performance modeling of enclosure assemblies using different software Analyze proposed repair/design options. Design and draft repair drawings and details Prepare construction documents such as repair drawings and specifications Observe construction and installation of repairs/designs in the field, including quality assurance testing Prepare site visit reports and meeting minutes Interact with project clients, sub-consultants, and repair contractors Qualifications B.S. in Architectural Engineering or Architecture in Building Science/Building Enclosures/ Historic Preservation; Masters degree preferred. Registered Architect or P.E. license required Experience in building enclosure design, repair, retrofit and the integrated design and delivery of high performance buildings. Skills should include: Microsoft Office (WORD, EXCEL, POWERPOINT) Computer Aided Drafting/Design (AUTOCAD, REVIT, Rhino, Grasshopper) Experience with building performance modeling, software preferred (ECOTECT, VASARI, ENERGYPLUS, EQUEST, DESIGNBUILDER, DIVA, IES-VE, THERM, WUFI) Familiarity with exterior wall systems Familiarity with roofing assemblies Familiarity with building structural systems Experience with working on suspended scaffolding and vertical heights Walter P Moore is an equal employment opportunity employer, and provides equal employment opportunities (including offering competitive compensation and benefit packages) to all employees and applicants for employment. We prohibit discrimination and harassment of any type without regard to any characteristic protected by federal, state or local laws and encourage all to apply including veterans and individuals with disabilities. Overview Walter P Moore is an international company of engineers, architects, innovators, and creative people who solve some of the world's most complex structural and infrastructure challenges. Providing structural, diagnostics, civil, traffic, parking, transportation, enclosure, WPM technology and construction engineering services, we design solutions that are cost- and resource-efficient, forward-thinking, and help support and shape communities worldwide. Founded in 1931 and headquartered in Houston, Texas, our 1000+ professionals work across 26 U.S. offices and 8 international locations.
    $59k-78k yearly est. Auto-Apply 60d+ ago
  • Retirement Plan Consultant II - Brevard County, FL

    Corebridge Financial Inc.

    Benefits consultant job in Melbourne, FL

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role * Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. * Actively participate in benefit fairs and new employee orientations. * Participate in the annual plan review and financial education planning process. * Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates * Meet with participants and eligible employees to educate employees regarding plan participation. * Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: * This is a salary paid position with bonus potential * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for * High school diploma or GED required; Bachelor's Degree preferred * Series 7, Series 66 preferred and appropriate state insurance licenses required * CFP, ChFC or similar designations desirable * Must have excellent presentation skills * Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge Financial to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *************************************. Reasonable accommodations will be determined on a case-by-case basis. #LI-LR1 #LI-CBF #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 50% Relocation Provided: No The Variable Annuity Life Insurance Company
    $56k-79k yearly est. Auto-Apply 27d ago
  • Retirement Plan Consultant II - Brevard County, FL

    Corebridgefinancial

    Benefits consultant job in Melbourne, FL

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. We're passionate about excellence. Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. About the role Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. Actively participate in benefit fairs and new employee orientations. Participate in the annual plan review and financial education planning process. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates Meet with participants and eligible employees to educate employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support What we are looking for High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer It has been and will continue to be the policy of Corebridge Financial to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to *************************************. Reasonable accommodations will be determined on a case-by-case basis. #LI-LR1 #LI-CBF #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
    $56k-79k yearly est. Auto-Apply 28d ago
  • Employee Benefits Account Manager

    Hub International 4.8company rating

    Benefits consultant job in Winter Park, FL

    HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: * Competitive salaries and benefits offerings * Medical/dental/vision insurance and voluntary insurance options * Health Savings Account funding * 401k matching program * Company paid Life and Short-Term Disability Plans * Supplemental Life and Long-Term Disability Options * Comprehensive Wellness Program * Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off * Great work/life balance, because that's important for all of us! * Focus on creating a meaningful environment through employee engagement events * The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! * Growth potential - HUB is constantly growing and so can your career! * A rewarding career that helps local businesses in the community * Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. ESSENTIAL DUTIES AND RESPONSIBILITIES: * While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. * Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. * Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. * Manages, organizes, and conducts client meetings when necessary. * Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. * Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. * Oversees open enrollment assistance and communications. * Manage new client or new line of coverage implementation. * Stays abreast of changes in the insurance industry and other external conditions that may impact clients. * Manage open items log - ensure outstanding items closed in timely manner. * May travel for client meetings up to 25% of the time. REQUIREMENTS: Work Experience: * 2 - 5 years of applicable Employee Benefits experience. * Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. * Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting * Strong written and oral communication skills * Proficiency with Microsoft Office Suite (Word, Excel, Outlook) * Ability to utilize and be proficient in broker management systems * Strong organizational, problem solving and time management skills Education: * Four-year college degree preferred * Licensing or certification Requirements * Relevant Employee Benefits licenses per state/regional statutes * Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. * To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $45k-69k yearly est. Auto-Apply 6d ago
  • Benefits Analyst

    Hillpointe

    Benefits consultant job in Winter Park, FL

    WHY HILLPOINTE? Hillpointe is a fully integrated real estate development and investment management firm focused on developing market-rate workforce housing across the Sun Belt. Ranked at the top of NMHC's list of Builders and Developers, our team ensures best-in-class execution. Built on its long and proven track record of real estate development, the firm's investment approach is centered around its in-house general contracting expertise, enabling direct control of cost and delivery timeframe. For each project, Hillpointe directly controls land acquisition, land development, construction, procurement of building materials, asset management, and capital markets. This is more than just a job - it's a career-defining opportunity! At Hillpointe, you'll be part of a dynamic, innovative team that has tangible impacts on day-to-day operations and contributes directly to overall success. Benefits Analyst Hillpointe is hiring a Benefits Analyst to lead the performance and oversight of our self-funded health plan and related benefit programs. This role emphasizes financial stewardship, compliance, and data transparency-aligning benefit strategies with organizational financial goals and operational efficiency. Essential Responsibilities: Benefit Plan Analytics & Financial Oversight Collaborate with UMR and Broker of Record to monitor claims activity, reserve positions, and stop-loss reimbursements. Ensure accurate benefit deduction mapping between UKG and payroll systems. Manage the reconciliation workflow from benefits through payroll and into the general ledger. Analyze cost allocation across business units and EINs to support internal financial modeling. Performance Dashboards & Reporting Infrastructure Develop foundational reporting tools for: Claims vs. budget performance Wellness program impact measurement Program-level return on investment (ROI) Provide leadership with actionable insights that inform benefit plan adjustments and budget forecasts. Regulatory Compliance & Accounting Alignment Maintain adherence to regulatory standards including ACA, HIPAA, SPD disclosures, and 1095-C reporting. Partner with Accounting on health account bank reconciliations and ensure timely submission of benefit filings. Strategic Program Deployment & Governance Support the implementation and rollout of financially driven initiatives such as: 401(k) plan launch UKG Wallet deployment Travel and entertainment policy ramp-up Expense reimbursement guardrails (in coordination with Payroll) Requirements: Bachelor's degree in Business, Finance, HR, or related field preferred. 2-3 years of experience in benefits administration or financial operations. Strong quantitative skills with demonstrated ability to manage and synthesize large datasets. Familiarity with health plan reporting, regulatory compliance, and payroll systems (UKG experience a plus). NOTE: This document outlines the general nature and level of work expected from individuals in this role. It's important to understand that this is not an exhaustive list of responsibilities, duties, and skills. Additional tasks or job functions that can be safely performed may be required as necessary by supervisory personnel. This flexibility in additional duties showcases the company's adaptability and encourages employees to be versatile. The employee is expected to adhere to all work rules, procedures, and policies established by the company, including, but not limited to, those contained in the employee handbook.
    $34k-50k yearly est. Auto-Apply 6d ago
  • Onboarding Consultant (DB Plans)

    Ascensus 4.3company rating

    Benefits consultant job in Lake Mary, FL

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Responsible for managing aspects of the onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities * Manages case load effectively to meet or exceed departmental specific service levels for quality and timeliness with limited supervision. * Provides clear communication regarding the roles of each individual involved in the onboarding process. * Collaborates with Sales and Business team members to continuously improve implementation processes. * Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. * Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. * Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. * Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. * Collaborates with internal departments to ensure completion of tasks by the scheduled due date. * Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership that impact either service satisfaction and/or financial liability. * Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. * Provide hand-off to the appropriate associates to ensure a smooth transition for the client and financial advisor including identifying all open issues. * Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. * Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements * Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. * Proficiency in MS-Office software applications, including Excel and Word. * 2 years of experience working with Defined Benefit plans. * 1-3 years of industry experience in financial services or retirement services environment is preferred. * Minimum of 2 years of experience with Datair or similar system preferred. * Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents. * Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. * Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. * Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Must possess strong facilitation, negotiation, and conflict resolution skills. * Ability to escalate issues to appropriate levels within an organization. * Ability to work additional hours as necessary to meet business needs. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $56k-84k yearly est. 4d ago
  • Complex Claims Consultant- EPL, Private D&O, Fiduciary

    CNA Financial Corp 4.6company rating

    Benefits consultant job in Lake Mary, FL

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA is one of the premier providers of professional liability insurance. CNA Financial Lines has an opening for a Complex Claims Consultant handling Private D&O, Fiduciary and Employment Practice Liability (EPL) Claims. This individual will work with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. This individual will investigate claims, coordinate discovery, and team with defense counsel on litigation strategy. This individual will be able to utilize claims policies and guidelines, review coverage, determine liability and damages, set financial reserves, secure information to negotiate and settle claims, and present claims to leadership, as needed. Critical to success in this role is the ability to be highly organized, independently motivated and responsive/communicative. CNA offers a hybrid work environment in one of the following locations: Chicago, Glastonbury, Lake Mary, Wyomissing, NYC area preferred, but candidates near any CNA location will be considered. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of highly complex Financial Lines claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. * Ensures exceptional customer service by managing all aspects of the claim, interacting professionally and effectively, achieving quality and cycle time standards, providing timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols. * Leads focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. * Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority. * Establishes and manages claim budgets by achieving timely claim resolution, selecting and actively overseeing appropriate resources, authorizing expense payments and delivering high quality service in an efficient manner. * Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation. * Achieves quality standards by appropriately managing each claim to ensure that all company protocols are followed, work is accurate and timely, all files are properly documented and claims are resolved and paid timely. * Keeps senior leadership informed of significant risks and losses by completing loss summaries, identifying claims to include on oversight/watch lists, and preparing and presenting succinct summaries to senior management. * Maintains subject matter expertise and ensures compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * Mentors, guides, develops and delivers training to less experienced Claim Professionals. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities * Thorough knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Strong communication and presentation skills both verbal and written, including the ability to communicate business and technical information clearly. * Demonstrated analytical and investigative mindset with critical thinking skills and ability to make sound business decisions, and to effectively evaluate and resolve ambiguous, complex and challenging business problems. * Strong work ethic, with demonstrated time management and organizational skills. * Ability to work in a fast-paced environment at high levels of productivity. * Demonstrated ability to negotiate complex settlements. * Experience interpreting complex specialty insurance policies and coverage. * Ability to manage multiple and shifting priorities in a fast-paced and challenging environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas. Education & Experience * Bachelor's Degree or equivalent experience; JD preferred. * Typically a minimum of five to seven years of relevant experience, preferably in claim handling #LI-CP1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $72k-141k yearly Auto-Apply 49d ago
  • Plan Termination Consultant, FuturePlan

    Ascensus 4.3company rating

    Benefits consultant job in Lake Mary, FL

    The Deconversion Consultant becomes the primary contact once a client has notified their Service Consultant of disengagement or plan termination. You will own the end-to-end deconversion experience, ensuring all plan administration work is completed accurately and efficiently. This includes partnering with internal departments under heightened urgency to properly transfer or close out the plan, delivering a seamless and compliant transition that reflects FuturePlan's commitment to excellence. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. * Serve as the primary point of contact for clients and advisors throughout the deconversion process, managing expectations and driving timelines. * Own all aspects of plan administration for assigned deconversion cases, including compliance testing, annual valuation, Form 5500 filing, and final asset distributions. * Prepare necessary government forms and ensure compliance with DOL and IRS requirements. * Partner with internal departments (Compliance, Trust Accounting, Operations, etc.) to coordinate and expedite deconversion activities. * Perform census review, eligibility calculations, trust accounting, and asset reconciliation. * Identify and resolve plan discrepancies, ensuring all corrective actions are completed prior to plan closure. * Track progress of all deconversion cases to ensure deadlines are met and dependencies are managed effectively. * Maintain proactive communication with clients, plan sponsors, and internal teams, providing status updates and resolving issues promptly. * Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction. Supervision * N/A. Section 3: Experience, Skills, Knowledge Requirements * Education & Experience * Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience. * 5+ years of experience in retirement plan administration, deconversion, or financial services; experience with multiple plan types (DC, DB, Combo) strongly preferred. * Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools. * Technical Skills * Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively. * Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed). * Experience with plan reconciliations, trust accounting, and conversion processes. * Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management. * Core Competencies * Exceptional client service orientation with strong presentation, facilitation, and negotiation skills. * Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams. * Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy. * Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance. * Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships. * Skilled in conflict resolution and escalation management. * Behavioral Attributes * Collaborative team player who thrives in a culture of accountability and innovation. * Adaptable to change and committed to continuous improvement. * Willingness to work additional hours as needed to meet client and business needs. * Embodies FuturePlan's core values and approaches every task with a "Day 1" mindset. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $65k-75k yearly 13d ago

Learn more about benefits consultant jobs

How much does a benefits consultant earn in Orlando, FL?

The average benefits consultant in Orlando, FL earns between $37,000 and $120,000 annually. This compares to the national average benefits consultant range of $51,000 to $121,000.

Average benefits consultant salary in Orlando, FL

$67,000
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