Our client, a well-established insurance brokerage with a strong reputation for client service, is seeking an experienced Employee Benefits Consultant to serve as the primary point of contact for a portfolio of key accounts. This is an opportunity to own client relationships end-to-end — from strategy and renewals to open enrollment and reporting — for an organization known for its collaborative culture and commitment to “legendary” client service.
Location: Dallas Texas
What You’ll Do
- Serve as the day-to-day business partner for assigned client accounts, owning satisfaction and account profitability
- Lead the RFP process with carriers, underwriters, and internal account teams
- Analyze claims and utilization data to identify trends and build customized client reports
- Develop and present benchmarking reports comparing client plans against industry/geographic peers
- Build employee contribution scenarios and cost modeling in Excel
- Review Summary Plan Descriptions (SPDs) and vendor contracts for accuracy and compliance
- Create polished client-facing presentations (Excel/PowerPoint) summarizing plan data and recommendations
- Develop employee communications — brochures, open enrollment materials, memos
- Mentor and delegate work to junior team members; manage project timelines using PM tools
What You Bring
- 7+ years of account management experience in Employee Benefits (Accident & Health lines)
- Deep knowledge of medical, dental, life, LTD, STD, AD&D, and vision plan design
- Strong command of HIPAA, COBRA, and Health Care Reform compliance requirements
- Solid understanding of insurance markets, underwriting, and R.A.F. (Risk Adjustment Factor)
- Advanced Excel, PowerPoint, and Word skills
- Ability to manage multiple deadlines independently in a fast-paced environment
- Active Life, Health & Accident license (or ability to obtain quickly)
- Reliable transportation and willingness to travel to client sites
Nice to Have
- Bachelor’s degree
- CEBS, CBP, or similar advanced designation
For more information contact Ben Levin at blevin@rogangroup.com or 443-257-5659.
The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance, Wealth Managment and Legal. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at www.rogangroup.com.