10 senior employee benefits client consultant jobs found

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 Sr. Employee Benefits Consultant to join our growing team in Milwaukee, WI . How You Will Contribute Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail. Partner with team leader to lead client meetings and presentations, and onboard new clients.  Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate Work with team to develop reporting requirements and any deviations or customizations in those reports. Participate in market meetings, client functions, industry seminars...

  Our Health and Benefits business help 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, compliance and governance strategies.   The Role As a Director you will consult on a wide variety of health, equity and wellbeing projects, involving wellbeing strategy, clinical condition management, and vendor evaluations. You will serve as the communication liaison with our clients and their program vendors, create client deliverables, contribute to client management and new business activities, and participate in the creation of new intellectual capital. Performance Objectives Clients Deliver superior, consistent consulting, client management, and project management in support of projects Work with...

Company: Mercer Description: We are seeking a talented individual to join our Pension Administration team at Mercer. This is a remote role.  You will be a pivotal member of the Client Services Leadership team and have direct influence on future developments and successful planned growth of Mercer Services. The Team Leader is responsible for overseeing the day-to-day management and development of clients and their team.  We will count on you to: Maintain a high level of professionalism and sense of urgency to ensure client and participant expectations are consistently met, extensive contact with clients and Mercer consultants. Serve as a subject matter expert on the client's plans and administrative procedures; serve as the key resource for day-to-day issues. Ensure that the team delivers quality service to our clients, accuracy and time standards are consistently met; direct the team to handle plan or client specific questions; keep the team updated on...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...

Position Summary Under the direction of the Team Leader, the Senior Commercial Lines Account Manager CORE is responsible for providing advanced support in obtaining, maintaining, expanding, and servicing Commercial Lines Select Accounts. This role serves as a subject matter expert (SME) for the Commercial Lines team and plays a key role in mentoring Account Managers, supporting training initiatives, consulting on process improvements, and driving operational excellence. The Senior Account Manager works collaboratively with Producers, leadership, and internal teams to ensure best practices, consistency in service delivery, and a high level of client satisfaction. This position may be located in any of our office locations Essential Duties & Responsibilities Provide, with a positive attitude, a high level of expertise and leadership in obtaining, maintaining, expanding, and servicing commercial accounts. Serve as a subject matter expert for Commercial Lines coverage,...

Position Title Branch Banking Client Consultant II - Float   Location Gillett, WI 54124   Job Summary A Branch Banking-Client Consultant II- Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

  The Opportunity We are seeking a dynamic Business Operations Advisor to serve as a technical expert and consultant to our Client Service teams. This individual will play a pivotal role in designing and delivering training programs, supporting our insurance licensing processes, and leading system-wide technical initiatives with education and learning components. The ideal candidate will be a trusted consultant who specializes in core product lines while serving the broader organization through cross-departmental initiatives. This role requires someone who can assess training needs, develop comprehensive curriculum, and manage vendor partnerships while maintaining the highest standards of quality and efficiency. This role is instrumental in ensuring our M3ers continue to grow and develop the technical knowledge and skills necessary for success.   How You Will Make an Impact Conduct training needs assessments and develop comprehensive training programs for M3...

What You’ll Do As an Account Manager II, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle. Client Relationship & Service Management Independently manage a book of fully insured and level-funded employee benefits clients (generally 2–100 enrolled employees) Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant Manage implementations and carrier changes from start to finish Collaboration & Team Support Attend client meetings (including in-person meetings) alongside consultants as needed Mentor and support Account Manager I team members Work...