92 employee benefits financial consultant jobs found

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The opportunity:   The Client Relationship Executive (CRE) is responsible for the overall relationship and financial management of a portfolio of group benefit clients. This position is a key account management and revenue generating resource for policyholders, brokers and the Sun Life organization....

Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview    Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a  Sales Consultant – South Texas to be the leading force in hunting for new business and expanding our current client base.   Sales Consultants are responsible for a combination of hunting and farming.  Approximately 70% of your time will be spent selling...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Benefits Analyst to join our growing team in Houston, TX . The Benefits Analyst will assist in servicing the needs of employee benefits clients. This includes daily service functions and frequent ad hoc requests, preparing requests for proposals and renewals of benefit coverages, and escalating issues as needed. This is a great opportunity for a benefits professional looking to grow into a more client-facing position How You Will Contribute Assists Account Executives/Benefits Consultants in preparing requests for proposals, renewals of benefit coverages, contracts, summary plan descriptions, agreements, etc. Works with clients and markets to answer questions and resolve issues. Performs routine service functions for the clients. Confers with Consultant to identify, plan, and develop...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations. How You Will Contribute: Oversight of monthly financial reports. Develop reporting requirements and any customizations in those reports. Support Benefit Consultants in preparing requests for meetings including coverages & contracts....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a VP, SR Benefits Consultant to join our growing team in Plano, TX ! The VP, SR Benefits Consultant is responsible for employee benefits and account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis. How You Will Contribute: All responsibilities that fall within the Account Manager & Financial Analyst career tracks. Development...

As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career businesses on broader...

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Benefits Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Teamwork Oversees and manages MMA resources in the delivery of benchmark service to clients.     Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts.  This position is matrixed to a specific Producer or Producers under whose book of business the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on others.  Customer Service Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention. Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members. Regular meetings and other communication with...

Job Title: Relationship Manager Location: Austin, TX (Hybrid) Compensation:   $72,000-$76,000 Incentive Compensation:   7.5% of servicing client revenue Reports to: VP of Institutional Advisory & ERISA Governance Schedule:  8:00am-5:00pm (M-F) Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team....

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Direct Sales Agent Lead Senior Consultant is responsible for customer satisfaction, profitable growth, and the attainment of sales goals in an associated market area. This role is responsible for growing and retaining the current customer base by implementing new business and marketing strategies. This role will also market daily to business partners to build presence in the marketplace and increase new business growth. Key Responsibilities • Assist in development and implementation of new outbound call scripting • Drive outbound dials, generate leads, suppress inbound calls • Lead, coach...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Leasing Senior Consultant I will incorporate real estate and principles, transaction management, and sound financial management that will deliver short-term and long-term productivity gains and cost savings for the assigned area of responsibility. This position will typically work on smaller, less complex real estate transactions for Allstate corporate locations. Key Responsibilities Manage full lifecycle of corporate retail lease transactions, including site searches, financial analysis, deal structuring, negotiations, and...

Amerisure creates exceptional value for its partners, policyholders, and employees. As a property and casualty insurance company, Amerisure’s promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. With an A.M. Best “A” (Excellent) rating, Amerisure serves mid-sized commercial enterprises focused in construction, manufacturing and healthcare. Ranked as one of the top 100 Property & Casualty companies in the United States, we proudly manage nearly $1 Billion of Direct Written Premium and maintain $1.21 billion in surplus. We are recruiting for a Field Underwriting Consultant – Construction, to join our team .  This role will sit hybrid in one of our local offices: Atlanta GA, Charlotte NC, Chicago IL, Dallas TX, Farmington Hills MI, Indianapolis IN, Phoenix AZ, St. Louis MO or Tampa FL. POSITION SUMMARY: Provides specialized property...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Benefits Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Teamwork Oversees and manages MMA resources in the delivery of benchmark service to clients.     Generally, this position is a very experienced individual contributor who manages 4-5 very complex accounts.  This position is matrixed to a specific Producer or Producers under whose book of business the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific account managers on others.  Customer Service Responsible for all strategies and actions leading to overall customer satisfaction and ongoing client retention. Oversee and manage and execute the delivery of client calendar/timeline milestones, typically with matrixed support by Account Management Team members. Regular meetings and other communication with...

The Mid-Market Benefit Analyst assists in all aspects of day-to-day client management as directed by members of the team.  The Benefit Analyst supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation. The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Benefit Analyst does not directly manage any clients Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed Fully support Consultants, Account...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Sr. Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system.  Generally, this position is a very experienced individual contributor who manages 4-6 very complex accounts.  This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific Account Executives on other.  Access to a Commercial Account Manager and/or Sr. Account Manager may be available based on business need. Customer Satisfaction and Client Retention Directly manage the execution and delivery of client calendar/timeline milestones Conduct meetings and other communication with client to assess, maintain, and improve customer...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Who is Federated Insurance? At Federated Insurance , we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.   Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect.  We strive to create a work environment that embodies our values and commitment to diversity and inclusion.  We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities.  Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? Join our...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Manages a team of individual contributors responsible for developing and advancing product strategies that drive member engagement, relationship deepening, and sustainable growth across the product lifecycle. Compiles, analyzes, and interprets data related to profitability, competitiveness, engagement, and performance to deliver strategic and tactical recommendations. Responsible for defining core business questions and translating insights into actions that increase multi‑product adoption, reduce friction, and...