Position Summary
This position functions as a relationship manager, project manager and business analyst supporting the critical core I&FS mission of business growth and development. The Senior Advisor is responsible for developing and delivering professional proposal responses relative to NRECA's group and retirement products. This position serves as project lead throughout the new business quotation and implementation process, ensuring customer satisfaction from the point of the original inquiry through the point the plan is fully active. This person is also charged with supporting the development and retention of current business by providing guidance and support on significant benefit and plan changes. This position also provides coordination and oversight to plan terminations and de-conversions.

Essential Duties and Responsibilities

* Support I&FS business development efforts while serving as the primary point of contact for field staff and cooperative throughout the proposal process.
* Develop an understanding of the cooperative's goals and needs for their benefit programs and recommend and create plan design and pricing alternatives that balance cooperative employee benefit budgets and overall employee benefit objectives.
* Prepare detailed side-by-side benefits analysis from summary plan descriptions and schedule of benefits documents
* Work with underwriting and actuarial team to provide technical and demographic information needed to develop appropriate pricing based on the specific market dynamics and risks relevant to each business opportunity.
* Identify and communicate with appropriate subject matter experts (product management and development, legal, compliance, underwriting and actuarial), advising them of relevant information needed and the associated deadlines.
* Assimilate and maintain key data and information in a robust knowledge database for use in future proposal responses.
* Develop and deliver formal proposal responses to cooperative management and/or third party consultants in order to execute the formal pursuit of new business opportunities.
* Coordinate the timely assembly and delivery of the formal proposal response, including travel to cooperatives for in-person presentation of proposal where necessary.
* Analyze market dynamics relevant to opportunities/threats and identify and pursue opportunities for business growth..
* Consult with cooperative management, third party consultants and union/ non-union insurance committee representatives to assess current benefits and funding mechanism. Offer guidance on ways to mitigate benefit cost trends.
* Facilitate requests for rate tier changes and co-op splits and mergers.
* Maintain current knowledge of industry trends by routinely reading and studying industry publications and electronic communications and attending industry conferences and seminars to build and maintain knowledge and expertise.
* Maintain proper security and disposal of any confidential information that is possessed in the course of performing this position's job duties, in accordance with NRECA's Personnel & Administrative Policy and HIPAA Privacy and Security Policies & Procedures Manuals.

Responsible for the proper security and disposal of any confidential information that he or she may possess in the course of performing this position's job duties, in accordance with NRECA's Personnel & Administrative Policy and HIPAA Privacy and Security Policies & Procedures Manuals.

Job Category: HIPAA - Responsible User

Direct Reports to this Position: N/A

Qualifications

Formal Education Required
Bachelor's Business Administration, Communications, Economics, Marketing, Statistics or experience in a related field

Experience and Certifications Required
* 5+ years experience with a major group insurance provider, broker,consultant or benefits adminisrator preferably in a role developing/managing proposals or serving as Account/Service Manager
* CEBS designation and/or Health and Life insurance licenses and retirement certifications plus.

FLSA Status: EXEMPT

Knowledge, Skills and Abilities Required (as demonstrated by prior work experience)
* Knowledge of the medical and group insurance industry, products and plan designs.
* knowledge of the retirement industry, products and plan designs for 401(k), 457(b) and Defined Benefit pension plans.
* Ability to understand and articulate factors that influence rates and product pricing.
* Ability to understand and articulate premium funding arrangements.
* Ability to manage competing deadlines and multiple projects at various stages of development using effective organization skills and attention to detail.
* Ability to lead people and foster collaborative skills and consensus building while operating in a fast-moving environment.
* Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner.
* Ability to be persuasive, negotiate, and collaborate with individuals at all levels inside and outside of the organization.
* Ability to define issues, establish facts and draw valid conclusions and apply to work environment.
* Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) in the day-to-day essential duties of the job.
* Ability to operate various office equipment such as personal computer, copier, printer, fax machine or other job related equipment.
* Ability to provide service excellence by building relationships, being resourceful, responsive and respectful.
* Ability to travel.

Essential Physical Requirements
* The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
* Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.
Disclaimer Statement: The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Additional Requirement:

The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

EEO is the Law. The law requires NRECA to post a notice describing the Federal laws prohibiting job discrimination. For information regarding your legal rights and protections, please click on the following link: EEO is the Law and EEO is the Law Supplement .

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify .