Manager, Benefits Consulting

  • Competitive
  • Boston, MA, USA
  • Festanstellung, Vollzeit
  • Fidelity Investments
  • 18 Feb 18 2018-02-18

Manager, Benefits Consulting

Fidelity Health Marketplace is seeking a Manager, Benefits Consulting to join its Benefits Consulting team.

The Expertise We're Looking For

  • Bachelor's Degree
  • Minimum of 1-4 years of industry related experience, preferably in a benefits consulting and/or insurance carrier underwriting capacity
  • Life, Disability and Health license. Industry designations (e.g., CEBS) are a plus

The Purpose of Your Role

The Manager will assist Account Executives in preparing Fidelity Health Marketplace proposals to meet client objectives. In addition, you will assist in providing ongoing advisory services to clients on a collaborative basis with the Account Management team. Consulting activities may involve developing client strategy, managing the request for proposal process, interfacing directly with clients on regulatory, service and financial matters and developing and maintaining client and carrier relationships.

The Skills You Bring
  • Your extensive knowledge of MS Office Tools (Excel, PowerPoint, Access, Word)
  • Your ability to ask the right questions and seek help where appropriate
  • Your sense of accountability; taking personal responsibility for assigned tasks
  • Your interest and ability to take a broader view of the task at hand and how it fits into the broader picture
  • Your ability to prioritize and handle multiple tasks in a challenging work environment with tight timeframes
  • Your ability to work independently and as part of a team to meet client requirements
  • Your foundational understanding of benefit plan designs including designs, financing arrangements, competitive practices and state and federal regulatory issues

The Value You Deliver

As a Manager, you will deliver value to our prospective and current clients in the following ways.
  • Understanding and analyzing the respective geographic markets and products in order to find the best solutions to meet the client's needs
  • Participating in internal and external strategy meetings for existing and prospective clients
  • Conducting analysis of client design, demographic, utilization and financial data
  • Managing client request for proposal process from creation of the bid specifications, preparing data, and reviewing, summarizing and preparing client deliverables
  • Negotiating with carriers throughout the request for proposal process
  • Reviewing client disclosure requirements, carrier contracts, summary plan descriptions and employee communications to ensure alignment with client expectations and regulatory, Fidelity Health Marketplace and carrier requirements
  • Tending to ad-hoc client requests including issue resolution regarding administrative and operational issues
  • Participating as a member of the consulting team in developing overall client strategic objectives
  • Conducting and interpreting benchmark data, draw meaningful conclusions and prepare client deliverables
  • Assisting in the development and maintenance of client project work plans
  • Participating in client conference calls and in-person meetings as appropriate
  • Preparing quality and timely client deliverables
  • Working with senior members of the team to refine existing tools and methodologies and to develop new capabilities

How Your Work Impacts the Organization

Fidelity Health Marketplace (FHM) is a private benefits marketplace that aims to fundamentally change the way small to mid-sized employers and their employees manage benefits. Fidelity Health Marketplace's technology platform provides access to health plans and insurance products from the nation's leading insurance carriers and benefits providers. Employers and employees can access and manage their benefits through the platform, minimizing administrative burden and complexity and maximizing the value of their workplace benefits. As part of Fidelity Investments -the nation's leading workplace retirement company-our solution provides unparalleled benefits integration and world-class support.Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.