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Benefit Consultant

Company: Alera Group
Location: San Mateo
Posted on: March 10, 2023

Job Description:

Lumity Inc., an Alera Group company is seeking a Benefits Consultant - Remote to join their team! -Lumity partners with the modern employer and employee to drive a competitive benefits program that delivers a superior experience. - Our data technology, expertise, and education is designed as an end-to-end solution for high growth companies seeking to competitively recruit, engage, and scale top talent. -Summary: -Experienced Employee Benefit Professional responsible for delivering excellence with implementing and supporting a successful Employee Benefit program for Employers and its employees. Success is measured by building and maintaining a strategic and personal relationship with key client decision makers. Initiates, implements and controls the coordination of onboarding companies and post onboard support as the key client relationship contact. Provides support as a Client's content expert responsible for directing and sharing knowledge of Employer's specific plans, processes and relevant information to external and internal business partners. Provides high touch interactions through regular business meetings, phone calls and email with key Vendors, Human Resource and Carrier contacts. Provides the management team status updates critical to each business relationship. Benefit Plan professional who recognizes the importance of Diversity, Inclusion and Bias elimination to support business partners and it's employees in a supportive and professional manner.

  • Coordinate and direct assigned client activities.
  • Develop and document strong understanding of clients' business and strategic priorities.
  • Identify and propose additional services to existing clients.
  • Ensure compliance with all regulatory guidelines and monitor internal deadlines to ensure deadlines are met.
  • Assist producers with achieving new business and retention goals.
  • Attend seminars, classes, and carrier meetings to keep abreast of new products available for client offering opportunities
  • Control and coordinate the implementation process of new business, including carrier setup, group meetings, enrollment, submission, and delivery of administrative materials.
  • Ensure clients are up-to-date on compliance requirements (e.g. ERISA, HIPAA, COBRA, FMLA, SPDs, Form 5500s) through meetings, webinars, legislative updates and other resources. Ensure all Lumity compliance requirements are met.
  • Liaise between client, carrier and Account Manager on escalated service issues and problem solving while assuring clients their concerns remain active until verifiably complete and confirmed in LBP.
  • Provide administrative support on other tasks such as assigned special projects, development of new ideas/services and other projects, as requested.
  • Become proficient in each client's Ben Admin system.
    --- 3-5 years experience as Account Manager and/or Benefit Consultant
    --- Experience with both small group and large group renewals
    ---4 year degree or equivalent work experience
    ..PandoLogic. Keywords: Compensation / Benefits Consultant, Location: San Mateo, CA - 94403

Keywords: Alera Group, San Mateo , Benefit Consultant, Professions , San Mateo, California

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