Engagement Consultant (Insurance)

TL;DR

Engagement Consultant (Insurance): Supporting a book of business to drive growth, retention, and convergence efforts with an accent on multi-channel engagement strategies and wellbeing consulting. Focus on developing custom RFP support, conducting finalist presentations, and identifying opportunities to expand employee engagement.

Location: Must reside in CT, MA, NY, or VT and be able to work in a hybrid model (at least 1 day a week in office)

Salary: $70,000 – $80,000 per year

Company

A people-focused organization providing health, pharmacy, and insurance solutions to over 100,000 employers.

What you will do

• Manage a client-facing book of business, supporting engagement and education efforts as part of a broader account team.
• Develop and execute year-round, multi-channel engagement strategies beyond open enrollment and provide utilization reporting.
• Support the sales process through custom RFPs, prospect meetings, and finalist presentations.
• Increase strategic wellbeing consulting knowledge to expand employee engagement regarding population health.
• Coordinate with local market sales and retention leadership to ensure regional nuances are addressed.
• Disseminate best practices and training from the National Engagement team across market infrastructure.

Requirements

• 1+ years of experience in employee benefits, insurance, brokerage, or a relevant field.
• Experience within communications, population health, wellbeing, or employee experience.
• Proficiency in using Canva and Simplebooklet.
• Must reside in CT, MA, NY, or VT.
• Ability to be in office at least 1 day a week and willingness to travel up to 30%.
• Bachelor’s degree preferred.

Nice to have

• Life and Health Producers license.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses per company policy.
• Inclusive work environment that celebrates diversity, equity, and inclusion.