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Health and Welfare Specialist

Company: Recruit Dallas
Location: Dallas
Posted on: January 6, 2017

Job Description:

Health and Benefit Specialist--Dallas, TX

Our Health and Benefits business helps large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions. We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, legal compliance and governance strategies. We also provide Specialty consulting services including clinical/health management program design, pharmacy solutions, disability/absence management strategies and claims audit services. Product based solutions such as our pharmacy purchasing coalition round out our broad-based suite of offerings.

In this role you will play a key role in management of health and welfare benefit plan client accounts. You will work on complex client projects and troubleshoot/resolve complicated client service issues. You will have significant client facing responsibilities, including serving as the day to day lead for smaller clients, and the #2 on larger clients. You will have the opportunity to significantly grow your business acumen and client management skills in the health and welfare benefits field.

Specific responsibilities:

Maintain and cultivate client relationships at all levels, seeking to understand their human capital needs and articulating Firms employee value proposition, products, services and resources.

Contribute to employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients employee benefits programs/design, policies and practices

Assist in driving the renewal/marketing process including gathering vendor/client information, preparing and analyzing benchmark data, communicating trend to clients, developing RFP and client proposal and recommendations; etc.

Facilitate new client implementations including accounting/tracking systems set-up, collection of relevant data, etc.

Contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc.

Proactively advise clients and provide consistent client service to clients, resolving day to day service issue (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)

Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)

Manage completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc.

Understand, articulate and implement key Firm value-added resources (legal resources/file 5500s; employee benefit brochures and communications; etc.)

Requirements:

Associates or Bachelors level degree; Insurance degree a plus

State Life and Health license required

Professional Certification (GBA, PHR) preferred

2-4+ years of health and welfare account management experience including some underwriting or analytical experience

Strong technical knowledge of health and welfare employee benefit plan design, insurance products, current trends and regulatory environment

Strong client service orientation with ability to proactively understand clients human capital needs and present/implement solutions

Proven experience managing multiple projects simultaneously and producing quality deliverables on time and within budget

Excellent verbal and written communication skills including presentation skills

Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development

Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet

To GET STARTED either log on to www.terratal.com and create a professional profile or Copy and paste this link to your browser https://www.terratal.com/req/NTMxLTMwNjU

Keywords: Recruit Dallas, Dallas , Health and Welfare Specialist, Professional , Dallas, Texas


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