Job Title: Health Benefits Consultant / Account Manager
Job Location: North Carolina-Charlotte
Job Type: Full Time
Education Level: Bachelors Degree
Work Experience: 5+ to 7 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Financial Directions
Company Website: www.financialdirections.com
Contact Information: Financial Directions   Financial Directions ([email protected])
Job Description:
Overview: 

The successful benefits consultant works independently and in tandem with other team members to
service current client health & welfare benefit plans, develop proposals for prospects, and
manage the plan implementation and employee communications process for new clients. 

Responsibilities: 

�Analyze plan designs and contracts 
�Evaluate / develop pricing strategies 
�Conduct �Request For Proposal� process 
�Perform competitive benchmark analyses 
�Negotiate carrier renewals 
�Meet with clients to advise on service and other issues 
�Conduct or coordinate employee enrollment / education meetings 
�Assist clients with claim and carrier issue resolution 
�Assist with 5500 forms 
�Continually improve and refine internal processes 
�Lead H&W benefit projects 
�Motivate, mentor and guide team members 
�Perform other related duties as assigned

Requirements: 

�Minimum of 6 years health benefit experience (brokerage or carrier) 
�Life and Health insurance license 
�College Degree or equivalent 
�Technical expertise in benefits, state and federal requirements 
�Technical proficiency in MS Windows XP & Office 
�Strong analytical, organization and time management skills 
�Attentive to detail and quality 
�Excellent communication skills orally and in writing; phone and interpersonal skills 
�Professional in demeanor and appearance 
�Holds high standards for self and company image 
�Independent in action and a self-starter 
�Anticipates client needs and executes client service exceptionally and expeditiously 
�Able to travel locally to client sites and periodically attend industry meetings/conferences

Desirables: 

�Health underwriting experience 
�CEBS designation

Salary & Benefits: 

Salary commensurate with experience and skill set; commission potential. Comprehensive benefits
package currently including H&W, life insurance, disability and 401(k) 

Interested candidates should fax or email a resume to: 
[email protected] 

For further information, please use your Web browser to visit
http://www.financialdirections.com
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