Benefits Consultant Resume Sample
Okey Wyman
412 Kuhlman Grove,
Phoenix,
AZ
+1 (555) 332 9980
Work Experience
Senior Benefits Consultant
03/2017
-
PRESENT
San Francisco, CA
- Develops timely legal notices in accordance with the Department of Labor’s participant disclosure requirements and ensures their proper distribution
- Coordinates and maintains relationship with client and the Hays Companies
- Coordinates the implementation of the new client with the Account Team
- Recommends or initiates actions to effectively and proactively service the client. Plans, directs, and coordinates benefit and insurance programs
- Participates and conducts Employee Benefit Meetings
- Manages benefit analyst and consultant and assists in the development of expertise within the Account Team
- Works on obtaining other sales opportunities with current clients as well as cross selling P&C lines of coverage
- Manages financial profitability of account book
- Oversees the development and maintenance of management reports as needed
Benefits Consultant
06/2013
-
02/2017
Phoenix, AZ
- Completes special projects as assigned by management, which includes involvement in presentations, client functions and meetings
- Knowledge in all areas of Benefits
- Knowledge of Federal, State, and Local laws and ordinances governing benefits activities
- Knowledge of City of Austin Benefits Policies and the operations of the City and its departments
- Skill in handling hostile, conflict, and uncertain situations
- Skill in the use of computers, related software, large databases and communications techniques
- Develop and maintain knowledge in all areas of Benefits
- Analyzes and approves routine claims that cannot be auto adjudicated
- Applies medical necessity guidelines, determine coverage, complete eligibility verification, identify discrepancies, and applies all cost containment measures to assist in the claim adjudication process
Global Benefits Consultant
12/2006
-
03/2013
San Francisco, CA
- Coordinates responses for routine phone inquiries and written correspondence related to claim processing issues
- Routes and triages complex claims to Senior Claim Benefits Specialist
- Proofs claim or referral submission to determine, review, or apply appropriate guidelines, coding, member identification processes, provider selection processes, claim coding, including procedure, diagnosis and pre-coding requirements
- In accordance with prescribed operational guidelines, manages claims on desk, route/queues, and ECHS within specified turn-around-time parameters (Electronic Correspondence Handling System-system used to process correspondence that is scanned in the system by a vendor)
- Utilizes all applicable system functions available ensuring accurate and timely claim processing service (i.e., utilizes Claim Check, reasonable and customary data, and other post-containment tools)
- Needs Assessment: Participates in needs assessment activities for benefit plan design. Compiles market data or analyzes collective bargaining agreements
- Benefits Plan Design: Revises and/or designs, often under the direction of more senior consultants, portions of benefits plans or smaller, less complex benefit plans
- Implementation of new benefit plans and/or changes to existing benefits plans: Under the direction of more senior consultants, participates in departmental teams to ensure successful implementation of new benefit plans or changes to existing benefit plans. Partners with other departments or functions, as necessary. Identifies issues associated with projects, and escalates issues for resolution
Education
Globe University / Minnesota School of Business
2001 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Excellent interpersonal, verbal & written communication skills and strong analytical skills required
- Excellent writing and oral English, communication/presentation skills in order to effectively
- Strong information management and exchange skills, gathering, processing and reporting data
- Strong analytical, problem-solving and strategic planning skills
- Strong planning, organizing, and adaptation skills
- Strong computer skills utilizing the Microsoft Office products: Access, Excel, Word, PowerPoint, Email, and Corel
- Demonstrated detail orientation and organizational skills
How to write Benefits Consultant Resume
Benefits Consultant role is responsible for advanced, microsoft, analytical, excel, database, computer, presentation, interpersonal, planning, reporting.
To write great resume for benefits consultant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Benefits Consultant Resume
The section contact information is important in your benefits consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Benefits Consultant Resume
The section work experience is an essential part of your benefits consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous benefits consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular benefits consultant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Benefits Consultant resume experience can include:
- Strong written and verbal communication skills with the ability to effectively communicate benefits information across a large organization
- Prior experience with HRMS, in HRIS, benefits or HR payroll; with experience in developing functional specifications
- Strong attention to detail with sound analytical and problem-solving skills
- Excellent problem solving investigative and judgment skills
- Aptitude for balancing multiple priorities with strong organization and prioritization capability
- Strong Compliance oriented skills
Education on a Benefits Consultant Resume
Make sure to make education a priority on your benefits consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your benefits consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Benefits Consultant Resume
When listing skills on your benefits consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical benefits consultant skills:
- Demonstrates positive customer service skills, internally and externally, with effective communication, respect and integrity
- Experience with international benefits; has operated effectively across geographies, cultures and organizational boundaries
- Communication and Organization (Priortization) Skills
- Demonstrates leadership skills and continually leads by example
- Attention to detail, and strong organisational skills
- Excellent oral, written, and interpersonal communication skills, specifically with ability to speak publicly
List of Typical Experience For a Benefits Consultant Resume
1
Experience For Senior Benefits Consultant Resume
- Excellent communications skills (written, verbal and oral presentation skills) and interpersonal skills
- Strong project management skills with proven track record; including, ability to manage multiple projects
- Strong organizational skills and ability to work on multiple tasks
- Advanced Microsoft Office skills and a demonstrated ability to learn new technologies and leverage opportunities for process improvements
- Strong analytical skills and ability to work with disparate data sets
- Demonstrated analysis skills as applied to benefit design changes, cost measurements, and program performance benchmarking
- Perferably college educated Skills and Experience
2
Experience For Employee Benefits Consultant Resume
- Working with the Employee Pensions & Benefits Manager to effectively communicate the existing benefits package
- Take initiative, effective at prioritizing multiple projects, comfortable working in a fast-paced, deadline-oriented environment
- Progressive thinking, judgment, knowledge and associated task-oriented technical skills in a highly confidential environment
- Computer knowledge and skills, comfortable learning new systems
- Benefit Plan Knowledge – Effectively interpret and communicate the terms of the plans
- Participate in seminars and educational classes for development of skills and knowledge and maintain current and active Florida 2-15 Life & Health License
- Experience in benefits including a strong knowledge of self-insured plans, ancillary lines, and current legislation
- Experience in human resources, customer service and/or related experience in a corporate environment
3
Experience For Global Benefits Consultant Resume
- Comply with Willis Towers Watson Excellence Management (WEM) programKnowledge, Skills & Abilities
- Prioritize, meet deadlines, and good attention to detail
- Exceptional client relationship/interpersonal skills
- Prior experience processing ERISA benefits claims
- Skills to create content that both engages and educates
- Proficient computer skills; MS Office Suite (Excel, Word, PowerPoint, Outlook), V-Lookup, and pivot tables
- Updating communications to improve the employee experience
4
Experience For Compensation & Benefits Consultant Resume
- Experience with learning new processes and identifying opportunities to streamline and improve existing practices
- Project management experience in planning, leading, and managing critical benefits initiatives
- Effective at leading, and communicating with Management, but with a willingness to be in a 'hands-on' role
- Experience of working with mergers and acquisitions and able to adapt to a change-focused environment (for example, organizational restructuring)
- Experience deploying new capabilities and services in the provider setting
- Serve as a liaison for Co Pay Assistance grant program eligibility to ensure funds are available prior to shipping
- Experience and success in the design/management of group health and welfare plans gained in a consulting, brokerage or carrier environment
5
Experience For Oracle EBS Oracle Advanced Benefits Consultant Resume
- Prioritize and work on multiple requests. Adept at simultaneously balancing numerous administrative tasks and projects
- Global Benefits consulting experience
- Experience in cross-border, health, welfare and retirement benefits in primary markets, and multinational pooling
- Experience managing the design and administration of health and welfare, life and disability, and retirement programs
- Experience implementing change in a dynamic, multi-business, global environment
6
Experience For Oracle Functional Benefits Consultant Resume
- Strong attention to detail needed to maintain accuracy while processing. (duplicate of bullet 1)
- Strong attention to detail needed to maintain accuracy while processing
- Valid State Insurance License(s) required
- Ensures efficient and most effective renewal of all welfare benefit plans
- Responsible for timely, cost-effective benefits renewals
- Proven ability to work on various special benefits-related projects (i.e, acquisition harmonization and integration)
- Demonstrated ability to handle confidential and sensitive information with tact, diplomacy and discretion
7
Experience For Benefits Consultant, Medicare Resume
- Partners with each client in the book of business. The partnership is demonstrated through
- Develops, documents and executes test plans for configuration testing and validates accuracy of data loaded
- Good critical thinker and able to distil complex issues down into clear, actionable recommendations
- Conducts preliminary evaluation of contractual agreement prior to execution to determine system configurability
- Demonstrates complete understanding of the Willis Towers Watson Value Proposition
- Experience of working in pensions or other employee benefits
- Experience of working in an in-house role within large corporate organisation or with a benefits consultancy
- Experience of managing vendor relationships for international benefits programmes
- Experience leading benefits projects
8
Experience For Flex Benefits Consultant Resume
- Experience presenting to employee groups of 50 or more
- Experience conducting onsite employee benefit meetings
- Experience deciphering the root cause of the issues and take the necessary steps to remediate
- EB brokerage experience servicing clients with 100 or more employees
- Direct global M&A experience, including due diligence and integration for M&A transactions
- Previous experience in a large consulting organization focused on healthcare
9
Experience For Lead Benefits Consultant Resume
- Experience leading innovation initiatives from concept to scale
- Demonstrated applied knowledge of employee benefit programs including medical, dental, vision, and employee assistance plans
- Experience in administration of employees benefits plans/services including related financials
- Previous meeting and direct client relationship experience (is preferable)
- Related experience in benefits
10
Experience For Trainee Actuary / Benefits Consultant Resume
- Passionfor results, excellent customer focus, self-motivated and drive
- 2-4years Insurance Industry OR Sales experience –Required
- Previous experience as a specialist in HR compensation and benefits or related areas,
- Understanding of pension fund accounting and funding principles
- Staying current on emerging and new legislation to provide recommendations to Senior Manager, Benefits on potential changes necessary for compliance
- Supervising benefits analysis activities including the research, analysis, evaluation, and administration of corporate benefits plans and programs
- Managing the qualified and non-qualified defined benefit pension program in coordination with outsourced administrator and actuary
- Developing financial/business acumen
- Partnering with Country Human Resources and local payroll, responsible for benefits administration process
List of Typical Skills For a Benefits Consultant Resume
1
Skills For Senior Benefits Consultant Resume
- Strong technical skills to generate analytical benefit reports and use Excel or other software tools to interpret the data
- Proven skills to consult and give expert advice to management or other groups on benefit related topics or processes
- Strong interpersonal skills and the ability to management multiple projects
- Experience managing multiple projects and assignments with competing deadlines and shifting priorities
- Proven experience managing third-party vendor relationships for outsourced benefit programs and administration required
- Demonstrated knowledge and experience with Consumer Directed Health Plans (CDHPs) including the administration of Health Savings Accounts (HSAs)
2
Skills For Employee Benefits Consultant Resume
- Effectively present material to and educate large audiences
- Effectively and accurately manage multiple tasks and complex projects in a fast-paced environment
- Communicate effectively with colleagues and clients at all levels of seniority
- Consultative skills to give expert advice on benefit related topics and processes
- Proven customer services experience with vendors, peers, employees and the general public
- Advanced MS Office skills (e.g., expertise with pivot tables, macros, VLookup functions)
- Prior experience with benefits compliance activities (e.g., ERISA audit, Form 5500 filings)
3
Skills For Global Benefits Consultant Resume
- Eight years of experience in human resources and/or finance as an analyst, specialist, or generalist with at least three years benefits analysis experience
- Monitoring wellness program engagement and measuringprogram effectiveness. Recommendingstrategies to improve engagement and efficiencies
- Expand benefits knowledge, experience, and capabilities by participating in professional development, training and mentoring opportunities
- Responsible for ensuring a seamless employee-benefits experience, from enrolment and onboarding through to exiting schemes
- Experience and comfort with public speaking or giving group presentations
- Experience of developing and delivering SME products
4
Skills For Compensation & Benefits Consultant Resume
- Experience and success in the design/management of group health and welfare plans gained in a consulting, brokerage or carrier environment
- Queries to audit and validate performance across CETR area and communicates findings that document performance concerning
- Validate correct configuration of vendors’ systems through acceptance testing
- Experience of working in an international benefits environment, with a focus on global and local health, welfare and retirement programs
- Experience of working with US Domestic health and welfare clients
5
Skills For Oracle EBS Oracle Advanced Benefits Consultant Resume
- Serve as direct liaison to local HR and FA personnel building strong strategic partnerships that are mutually beneficial, and
- Highly collaborative and effective at influencing without authority
- Work in a complex environment, with multiple decision makers - demonstrates the ability to understand and apply complex concepts
- Participate as an effective member of a diverse team
- Good knowledge of Manulife’s online enrolment tools
- Strong knowledge of US defined benefit pension plan administration, design and communication requirements
- Experience with administration of health and welfare plans, defined benefit pension plans and 401(k) plans
6
Skills For Oracle Functional Benefits Consultant Resume
- Demonstrated ability to partner and communicate with senior leadership
- Experience managing third-party vendors to ensure operations and service delivery remain within contracted services
- Possess an excellent attention to detail
- Experience in Request for Proposal process
- Demonstrated knowledge of employee benefit laws, ERISA, tax laws, IRS Code and Regulations, Department of Labor compliance and resolution
- Experience within either Insurance/ Healthcare / telesales role
- At least five years of H&B and/or Voluntary Benefits experience required
- Experience as senior benefits/manager or consultant
7
Skills For Benefits Consultant, Medicare Resume
- Strong aptitude with Microsoft Office, especially Excel required
- Work in a dynamic environment with multiple deadlines and priorities required
- Processing of all Defined Contribution (401(k)) plan funding wires and investigating and resolving discrepancies for all payroll entities
- Managing an existing client portfolio, securing new clients in order to generate profitable income
- Promoting and delivering high quality service and advice
- Updating and maintaining records on core systems
- Providing accurate reports containing activity and results
- Formulating views and providing input to client advice
8
Skills For Flex Benefits Consultant Resume
- Meeting business targets and billing deadlines
- Assisting in the overall management of our health and welfare programs including key wellness initiatives
- Acting as the primary contact with the health plan vendors, working with them to resolve program administration issues
- Assisting with contract reviews and monitoring vendors for contractual compliance
- Ensuring compliance of all health, welfare and leave programs with federal, state and local regulations
- Working knowledge of international pensions and compensation programmes
- Researching and resolvingescalated employee/retiree issues
- Reviewing SPDs, SBCs, benefit communications, and other plan documents to ensure that all plan provisions are accurately reflected
- Assisting in the design and implementation of corporate benefits programs, policies, and procedures
9
Skills For Lead Benefits Consultant Resume
- Working with appointed vendors for outsourced benefits programs to ensure employees questions and issues are properly resolved
- Manage benefits center of excellence by providing day to day benefits knowledge and support for emerging clients and Human Capital Consulting colleagues
- Assist in the coordination and placement of global consulting activities, including renewal and re-broking exercises
- Responsible for benefits scheme reviews, including market benchmarking and vendor reviews, and recommending cost and/or scheme design improvements
- Previous responsibility for pensions, risk insurances and other benefits in multiple countries, including renewals, benchmarking, and implementing new schemes
- In administering and/or communicating employee benefits
- Expert knowledge of Excel both in creating spreadsheets but also in using the data to create presentations that are easily understood by the customers
- Knowledge of laws and regulations pertaining to employee benefits, including ERISA, PPA, PPACA, HIPAA and COBRA
10
Skills For Trainee Actuary / Benefits Consultant Resume
- Design and implementation of global benefits strategies, including inventory tools and market benchmarking
- Drive new business generation and manage the client relationship life-cycle from lead generation through proposal and closing to post-sales servicing
- Work with benefits accounting team on cost allocation and charge back reporting
- Coordinate and manage the activities of marketing and renewals, recommending measures to improve satisfaction, performance and cost
- Manages plans; oversees the enrollment of employees and resolution of questions and concerns related to claims; manages processing and servicing of benefits
List of Typical Responsibilities For a Benefits Consultant Resume
1
Responsibilities For Senior Benefits Consultant Resume
- Strategic thinking/problem solving and decision making skills
- Demonstrated global benefits experience preferably working with fully and self-insured programs
- Exceptional analytical, executive engagement, and presentation skills
- Advanced communication and change management skills
- Proven ability to support multiple projects concurrently and prioritize rapidly in a dynamic environment
- Preferable work experience abroad or in international business / project experience
2
Responsibilities For Employee Benefits Consultant Resume
- Recommend or initiate actions to effectively and proactively service the client. Plan, direct and coordinate benefit and insurance programs
- Liaising with internal departments to ensure clients receive an excellent service throughout
- Experience in strategic design, development and implementation of leading-edge well-being and/or population health programs
- Experience developing and managing expense budgets, preferably in support of Benefits plans
- Experience administering and/or communicating employee benefits
3
Responsibilities For Global Benefits Consultant Resume
- Maintain a good understanding of the SME’s industry developments and compliance requirements
- · 3 years related experience in carrier, benefits consulting or employer health and retirement
- Develop strong relationships with consultants, vendors, and internal partners including finance, legal and human resources
- One to three years of employee benefits/human resources or industry-related experience, preferably in a law firm or benefits consulting firm
- Develop & cultivate strong carrier relationships to enhance Willis' position in the market place
4
Responsibilities For Compensation & Benefits Consultant Resume
- Experience in other areas of Compensation & Benefits desirable
- Identify, plan and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs
- Working towards or completed Certified Employee Benefits Specialist (CEBS) or Certified Benefits Professional (CBP) designation
- Managing multiple tasks and projects – Extremely well organized
- Working alongside junior/senior colleagues and with a cross section of people from other businesses and organisations
- Working knowledge of the Flex Bens annual enrollment process, including producing benefit specifications, system testing , communication and implementation
- Reporting to the Employee Pensions & Benefits Manager
5
Responsibilities For Oracle EBS Oracle Advanced Benefits Consultant Resume
- Meeting with benefit suppliers to monitor performance and take-up
- Working with the Procurement team to renew contracts for benefit suppliers
- Assisting with Flex Bens annual enrolment process
- Understanding of DC/DB pension arrangements and how they work
- Working knowledge of US market trends and legislation
- Working with Payroll and vendors, ensures that payments/withholdings are correct and filings are completed properly
- Coordinates Corp HR and Executive HR employee on-boarding schedules, including set up and arranging of meetings, training, workspace, equipment, etc.
- Open Enrollment participation with Health Fair coordination, tracking vendor attendance, and providing Willis representation at meetings
6
Responsibilities For Oracle Functional Benefits Consultant Resume
- Able to manage a multitude of details (including paperwork); stays proactive while managing these issues
- Owns the Affordable Care Act (ACA) administrative processes, including performing audits on a regular basis
- Perform other benefits related tasks and responsibilities as needed, including cross-training in Retirement benefits (401k and pension benefits)
- On-going benefits monitoring and benefits termination coordination and documentation - 10%
- Monitor financials/budgeting status on a monthly basis; review and approve appropriate reporting to clients
- Have a significant understanding of Employment legislation and HR policies with a drive to continue learning as legislation and HR policies develop
7
Responsibilities For Benefits Consultant, Medicare Resume
- Coordinate implementation and maintenance of various Willis Towers Watson products, including
- Construct, analyzes and negotiate requests for Proposals (RFP’s) or work with marketing departments to prepare RFP’s as necessary
- Manages to contract terms (expiration, signature, guarantees, planning for Request for Proposal’s (RFP’s))
- Responds to employee or management questions regarding pension eligibility and choices
- Develop communication materials to enhance understanding of the company’s benefits package
- BS/BA in HR, Finance, Accounting or related field
- Familiarity with key features of EU regulations affecting benefits, retirement plans in primary global markets and offshore retirement savings solutions
8
Responsibilities For Flex Benefits Consultant Resume
- Advanced proficiency using Excel, PowerPoint, Word, Outlook, and Salesforce
- Participate in providing support for internal and external benefit plan audits for plans in the US and Canada
- Analyze internal data as well as data provided from third party vendors to provide consultative reporting to management and HR business partners
- Become familiar with insurers, services, coverage and pricing for benefits programmes globally to support consultants in their advisory role
- Ensure all client files, invoicing and compliance requirements are fully completed and maintained
- Confident working with clients in a multicultural environment and in different territories
- · Uses data and vendor reporting to compile metrics and analyze results
- Well versed in benefits compliance including ERISA and ACA
9
Responsibilities For Lead Benefits Consultant Resume
- Works closely with Global HR M&A as well as Pension M&A teams on all assigned matters, including participation in expert community and project meetings
- Decides when to involve and manages external resources, and provides reporting to relevant stakeholders
- Collects data for marketing
- Prepares and/or presents draft budgets, responsible for periodic reporting, and provides self-insured analysis
- Possesses, implements, and applies expert knowledge of Willis Towers Watson solutions (including SMEs)
- Prepares benchmarking data and compiles survey results
- Develops and maintains a working knowledge of Hays systems and processes
10
Responsibilities For Trainee Actuary / Benefits Consultant Resume
- Manage client relations Planning and organization
- Detail oriented, extremely organized and the ability to manage multiple assignments successfully in a fast-paced changing environment
- Enjoy taking on a new challenge
- Identify areas for training for both the employee and the National HR Service Center
- Ensures compliance with professional standards including a client service calendar, peer review, transparency, and client advocacy reports
- Assists with developing employee communications
- Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration
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