Strategic Advisor

Columbia, IN - USA

Yearly Salary: USD 95000 - 125000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

To support continued growth and deliver exceptional service to our clients our Health & Employee Benefits (HEB) team is looking for a Strategic Advisor.

Strategic Advisors play a key part in managing and strengthening client relationships across the full benefits lifecycle - from onboarding and renewals to open enrollment compliance support and ongoing strategic guidance. Responsibilities include coordinating benefit marketing and renewals leading client meetings managing carrier and partner relationships supporting open enrollment strategy and execution maintaining accurate records and compliance documentation and identifying coverage gaps and cross-selling opportunities.

This role collaborates closely with Advisors Client Service carriers TPAs and internal leadership to ensure clients receive proactive organized and high-quality support year-round while staying current on industry regulatory and carrier updates.

Key Requirements

Minimum 2 years Health & Welfare senior level account management experience required in the large group market (51) in MD/DC/VA
Bachelors degree from a four-year college or university (or industry experience)
Active Life/Health License or ability to get licensed within first 90 days of employment
Current and relevant knowledge of legislation market trends and issues affecting the Health & Welfare market
Thorough understanding of the marketing / vendor search process and the ability to manage the total process
Thorough understanding of medical dental life/AD&D disability vision etc. coverage
Thorough understanding of the self-insurance and reinsurance coverage concepts preferred but not required
Understanding of various benefits administration technology alternatives
Strong communication skills (written and verbal) with an ability to present and manage presentations covering complex topics
Effective time management skills that allow the candidate to effectively multi-task as well as prioritize and organize complex projects and balance long term goals
Ability to work in a fast-paced environment
Proficiency in appropriate software including but not limited to Microsoft Office (Word Excel and Outlook PowerPoint Teams) and Adobe Acrobat

Please see job description for further details.

Required Experience:

Unclear Seniority

To support continued growth and deliver exceptional service to our clients our Health & Employee Benefits (HEB) team is looking for a Strategic Advisor. Strategic Advisors play a key part in managing and strengthening client relationships across the full benefits lifecycle - from onboarding and rene...

To support continued growth and deliver exceptional service to our clients our Health & Employee Benefits (HEB) team is looking for a Strategic Advisor.

Key Requirements

Minimum 2 years Health & Welfare senior level account management experience required in the large group market (51) in MD/DC/VA
Bachelors degree from a four-year college or university (or industry experience)
Active Life/Health License or ability to get licensed within first 90 days of employment
Current and relevant knowledge of legislation market trends and issues affecting the Health & Welfare market
Thorough understanding of the marketing / vendor search process and the ability to manage the total process
Thorough understanding of medical dental life/AD&D disability vision etc. coverage
Thorough understanding of the self-insurance and reinsurance coverage concepts preferred but not required
Understanding of various benefits administration technology alternatives
Strong communication skills (written and verbal) with an ability to present and manage presentations covering complex topics
Effective time management skills that allow the candidate to effectively multi-task as well as prioritize and organize complex projects and balance long term goals
Ability to work in a fast-paced environment
Proficiency in appropriate software including but not limited to Microsoft Office (Word Excel and Outlook PowerPoint Teams) and Adobe Acrobat