People Corporation
Finance / FinServ
ManagingConsultant(GroupBenefits)
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“Managing Consultant (Group Benefits) at People Corporation. Skills: strategic consulting, client advisory, group benefits management. manage and grow a portfolio of group benefits clients. serve as a strategic advisor”
What You'll Achieve.
manage and grow a portfolio of group benefits clients; delivering tailored solutions; actionable insights; exceptional service to plan sponsors and administrators
Industry & Context.
Perform ad hoc investigations of claims data in order to explain trends to client; Analyze data and multiple carrier proposals; make recommendations related to the best option for the client
Valid driver’s license and consistent access to a vehicle
What They're Looking For.
Must Have
Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration, Minimum 3 – 5 years’ experience in group benefits in a client facing role, A Life license (LLQP) is required
Nice to Have
CEBS is an asset
What You'll Do.
manage and grow a portfolio of group benefits clients
serve as a strategic advisor
delivering tailored solutions
exceptional service to plan sponsors and administrators
Set strategic consulting plan for client relationship
Identify cross sell opportunities
Review plan performance and client files
Prepare market specifications for clients using both internal and external quoting systems
Analyze data and multiple carrier proposals
prepare cost comparisons
facilitate finalist presentations
make recommendations related to the best option for the client
Perform ad hoc investigations of claims data
explain trends to client
Work in collaboration with analyst and underwriting for client renewals
reporting and reviews
creating commentary that is presented to clients
Provide technical and peer review work for the analysts and other associates
Coordinate new business implementation
Prepare documents for client presentations
meet in person to deliver client information
Support working relationships with Plan Sponsors
Plan Administrators and Representatives
Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities
update workflow systems regularly and as necessary
How You'll Work.
Team & Collaboration
Work in collaboration with analyst and underwriting for client renewals, reporting and reviews; Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities
Communication Scope
Prepare documents for client presentations; meet in person to deliver client information; creating commentary that is presented to clients
Process & Methodology
Track ongoing work, update workflow systems regularly and as necessary
Full Job Description
We are looking for a detail-oriented and client-focused Managing Consultant to manage and grow a portfolio of group benefits clients. In this role, you will serve as a strategic advisor, delivering tailored solutions, actionable insights, and exceptional service to plan sponsors and administrators. ### ### # # **The Managing Consultant will:** * Set strategic consulting plan for client relationship * Identify cross sell opportunities that add value for our clients * Review plan performance and client files to understand the claims experience * Prepare market specifications for clients using both internal and external quoting systems * Analyze data and multiple carrier proposals, prepare cost comparisons, facilitate finalist presentations as required and make recommendations related to the best option for the client * Perform ad hoc investigations of claims data in order to explain trends to client * Work in collaboration with analyst and underwriting for client renewals, reporting and reviews, and creating commentary that is presented to clients * Provide technical and peer review work for the analysts and other associates * Coordinate new business implementation * Prepare documents for client presentations and meet in person to deliver client information * Support working relationships with Plan Sponsors, Plan Administrators and Representatives * Reach across the organization to leverage expertise and relationships for clients concerns or upsell/cross sell opportunities * Track ongoing work, update workflow systems regularly and as necessary # **To be successful as a Managing Consultant with People Corporation, you will need:** * Bachelor’s degree (or equivalent) relevant to Commerce or Business Administration * Minimum 3 – 5 years’ experience in group benefits in a client facing role * Understanding of the group benefits industry including funding arrangements * A Life license (LLQP) is required * A customer service-oriented mindset, an entrepreneurial spirit, and
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