Financial Consultant I

Overview

This role involves providing day-to-day financial support for Regional Market clients across multiple platforms and billing methods. The position supports a business segment that offers global benefits sales and solutions to U.S.-based employers with 100 to 4,999 employees. The portfolio includes over 20 products covering non-medical benefits such as dental, vision, life, disability, and voluntary products, generating approximately $1 billion in annual sales. The business manages a $4 billion book with a 7% market share of a $52 billion market, serving more than 15,000 U.S. customers and approximately 13 million employees and their dependents.

Responsibilities

• Manage all financial support related to billing and remittance for customer accounts on a daily basis.
• Create various financial reports including monthly revenue projections, billing data, templates, audit, and reconciliation reports.
• Oversee financial billing and remittance for an average of 200 customer accounts within the designated block of business.
• Develop and maintain relationships internally and externally to support the assigned block of business.
• Coordinate and respond to customer inquiries related to billing needs.

Requirements

• Bachelor’s degree (BS/BA) typically required.
• 3-5 years of relevant experience.
• Excellent organizational, interpersonal, and communication skills (both written and verbal).
• Ability to work independently or collaboratively, manage multiple tasks, prioritize deadlines, and remain flexible.
• Strong accounting and math problem-solving skills, with attention to detail, analytical thinking, and decisiveness.
• Proficient in Microsoft Office software.
• Strong project management skills including problem solving and analytical thinking.

Preferred Qualifications

• Firm knowledge of group products, services, and systems with the ability to apply analytical skills to their interactions.
• General understanding of the U.S. economy and the employee benefits industry.

Compensation & Benefits

• Salary range: $55,000 - $75,000.
• Eligibility for annual short-term incentive compensation and stock-based long-term incentives, subject to plan terms.
• Comprehensive benefits including medical, prescription drug, vision, dental insurance, and no-cost short- and long-term disability.
• Company-paid life insurance and legal services.
• Retirement pension fully funded by the employer and 401(k) with employer matching.
• Group discounts on voluntary insurance products such as auto, home, pet, critical illness, hospital indemnity, and accident insurance.
• Employee Assistance Program (EAP) and digital mental health programs.
• Parental leave, paid time off, paid holidays, volunteer time off, tuition assistance, and more.

Location

This position supports U.S.-based clients and requires legal authorization to work in the United States.