Position: Consultant, Health & Welfare Plans
Date posted: September 6, 2012


We are seeking an individual to join our consulting team to provide a high level of quality service, professionalism and commitment to clients by advising them on employee benefits, specifically: medical, prescription drug, health & wellness, dental, life, and disability plans.

The position is responsible for:

  • Developing and recommending plan design changes, policies and practices that are aligned with a client's priorities and overall strategy, ensuring compliance with legislative requirements and appropriate competitive positioning, and taking into consideration the potential human capital, financial, process and technological impact of making those changes.
  • Assisting clients in obtaining feedback and gaining consensus/approval from interested parties on plan design and policy recommendations.
  • Advising clients on vendor selection including the RFP process, analysis, negotiating contracts and service level agreements, and implementation.
  • Project planning, change management, resourcing and leading.
  • Advising clients on day-to-day administrative, fiduciary, compliance, and integration issues.
  •  Acting as a subject matter expert, providing technical knowledge to colleagues and clients, including relevant marketplace trends and developments.
  • Identifying and recommending wellness initiatives and opportunities.
  • Partnering with external service providers, actuaries, accountants, auditors, attorneys, and data analysis firms, as well as, the client's internal resources to successfully implement plan and policy changes.
  • Assisting clients with due diligence, transition and integration strategy as it relates to merger & acquisitions.
  • Assisting clients with strategic planning, benchmarking, budgeting, negotiation of renewals and ensuring competitive fee structures.
  • Assisting clients with developing and delivering effective management reporting that meets governance best practices.
  • Assisting sales personnel with scoping and budgeting for project deliverables.

The ideal candidate will possess:

  • Ten or more years plan sponsor experience designing, managing and maintaining health & welfare plans.
  • Twenty or more years of experience with benefits in plan sponsor, vendor, or consulting roles.
  • Strong and in-depth knowledge of health & welfare benefit plans, industry trends and issues, regulatory environment, underwriting and insurance principles, wellness initiatives and best practices.
  • Strong financial and analytical skills combined with the ability to interpret findings, anticipate issues and perceptions, and propose and effectively communicate (oral/ written) solutions across multiple levels and audiences.
  • An undergraduate degree from an accredited university with a business emphasis (preferred) or related field, and the Certified Employee Benefit Specialist (CEBS) designation. A graduate degree and/or other related certifications would be a plus. Experience with collective bargaining would be a plus.
  • Demonstrated ability in managing multiple projects with a focus on prioritizing and achieving results, and successful implementation of change.
  • Strong relationship management and interpersonal skills.
  • A team player with the ability to work effectively and collaborate with other professionals.

For the right candidate, this unique opportunity offers rapid career progression, potentially leading to a partnership interest in the firm. Reporting to the President, this position will initially be as a subcontractor.  

For consideration, please email a resume and cover letter to:

We are an equal opportunity employer.

Additional Information Available Here: Consultant (H&W) Position 9-6-12.pdf