The Associate Benefits Consultant will assist the Benefits Consultants with effectively and efficiently managing client activities.  The Associate Benefits Consultant will report to their assigned Team Leader (Vice President/Principal) as well as to the Partners of Health and Benefits.

A successful applicant will provide:

• Support and Assistance to Benefits Consultants:
  • Prepare market study census request templates
  • Prepare requests for proposals with alternative insurers and third party administrators
  • Negotiate renewals with incumbent carriers
  • Create market study exhibits for client meetings
  • Archival of final presentation exhibits and presentations for future reference
  • Preparation of client surveys
  • Request and maintain claim reports (according to elected schedule and for meeting prep)
  • Maintain history of rates and employee contributions for future reference
  • Preparation of CIS sheets
• Support and Assistance to Client Managers:
  • Completion of group application
  • Creation of cancellation letter and ensure they are sent to insurers in a timely manner
  • Completion of the implementation documents or plan design changes
  • Creation of employee communications (letters, webinars, conference calls, etc.)
  • Reviewing the first premium invoices for completion and accuracy
  • On-going claim, eligibility and billing issues
  • Scheduling health fairs/ flu shot clinic as necessary
• On-Going Support to Health & Benefits:
  • Assist Team Coordinator where necessary to help prepare census breakdown, census and billing audits
  • Provide Team Coordinator with other Administrative Support staff as necessary
  • Special projects which arise

A successful applicant for this position MUST have:

• 3-5 years of industry experience
• Strong written and oral communication skills
• Superior client service skills
• Proficiency with Microsoft Office programs

A successful applicant for this position:

• Must have the ability to work on multiple projects simultaneously
• Must have the ability to work quickly and accurately under pressure
• Must be able to occasionally work overtime
• Must be a team player
• Must be organized

We offer an excellent salary that is commensurate with experience.

We offer a competitive benefits package which includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Email or fax resume and introductory communication. Be sure to include your salary requirements.

The Benefits Consultant provides strategic advice while effectively and efficiently managing client activities.  The Benefits Consultant reports to their assigned Team Leader (Vice President/Principal) as well as to the Partners of Health & Benefits.

Responsibilities for this fast paced position are varied and include:

• Prepare strategic planning calendar and deliver to client
• Conduct strategic planning meeting with client to set proper expectations and discuss objectives for coming year
• Direct administrative support staff to secure census and current bills from client
• Request from administrative support that provider report be secured from current insurers
• Ensure administrative support staff conducts proper billing and census audits, as well as, census breakdown
• Request and negotiate incumbent renewals with in force insurers
• Prepare and launch requests for proposals with alternative insurers and third party administrators
• Consider alternative funding mechanisms, PEO’s, Exchanges and CDHPs when appropriate

Presentation Preparation Responsibilities include:

Benefit Consultants, with Team Leads and Partners, are responsible for delivering the renewal presentation to clients.  Post meeting redevelopment and renegotiation is the responsibility of the Benefit Consultant.

Post-Renewal Responsibilities include:

• Relay final decisions to Client Manager and discuss roll out for client
• Schedule meeting with Client Manager to facilitate completion of group application process
• Archive final presentation exhibits and presentations for future reference
• Maintain history of rates and employee contributions for future reference
• Prepare and submit CIS sheets

Non-Renewal Responsibilities include:

• Oversee completion of monthly/quarterly claim and utilization reports by the reporting team
• Conduct periodic review meetings to communicate claim and utilization performance
• Participate in performance appraisal process for team administrative support
• Assess client needs and recommend new lines of coverage
• Refer client to other areas of the firm when appropriate
• Communicate all relevant information to clients (industry, news, etc.)
• Request administrative support to create billing for client when appropriate
• Discuss new legislative changes with clients when appropriate
• Coordinate benefit statement completion, health advocate, 800# etc – when necessary
• Coordinate the following compliance requirements with internal units including:
  • 5500 filing
  • Government mandates
  • FSA and Section 125 discrimination testing

A successful applicant for this position MUST have:

• Strong written and oral communication skills
• Superior client service skills
• Great organizational skills (will provide open enrollment support by creating materials and assisting with meetings)
• Excellent proofreading skills (reviewing summary plan descriptions, contracts, etc.)
• Proficiency with Word, Excel and PowerPoint
• Prior industry experience

A successful applicant for this position:

• Must have the ability to work on multiple projects simultaneously
• Must have the ability to work quickly and accurately under pressure
• Must be able to occasionally work overtime
• Must be a team player
• Must be organized

We offer an excellent salary that is commensurate with experience.

We offer a competitive benefits package which includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Email or fax resume and introductory communication. Be sure to include your salary requirements.

A Team Coordinator will assist members of the Health & Benefits division with a variety of tasks.  Responsibilities include maintaining client contact information, assisting with travel arrangements and assisting Benefits Consultants with marketing-related & renewal-related activity.

The Team Coordinator will be responsible for various Health & Benefits tasks, including:

• Marketing and Renewal Activity at the direction of the Benefit Consultant
  • Request any necessary information from insurance providers (i.e. geo-access, network)
  • Secure client information on a timely basis (i.e. census and bills)
  • Compile and analyze census/bill breakdown
  • Request and compile provider disruption reports
  • Develop additional client exhibits in advance of meeting
  • Coordinate exhibit preparation for presentation to client
• Assisting with travel arrangements, when necessary
• Maintaining and updating client contact information within Client Management System
• Assisting Benefits Consultants as necessary to achieve maximum client satisfaction and results
  • Respond quickly and appropriately to client challenges as they arise
  • Return client phone calls and e-mails within required time-frames
  • Assist with claim, billing and enrollment issues and track in Client Management System
  • Help facilitate the completion of the SPD Wrap and CMS filing
  • Update client and carrier contact information in Client Management System
  • Create client billings as directed for services such as monthly Service Fees, etc.

• 3-5 years of Administrative Assistant experience
• Proficiency with Word, Excel and PowerPoint
• 1-3 years of related experience is beneficial but not required (i.e. Employee benefits, medical insurance, group health benefits, etc.)

An ideal candidate for the Team Coordinator position must possess:

• Strong written and oral communication skills
• Superior client service skills
• Ability to work on multiple projects simultaneously and work quickly and accurately under pressure
• Flexibility to occasionally work overtime, as required
• Characteristics of a team player

We offer an excellent salary that is commensurate with experience. This position is also bonus eligible.

We offer a competitive benefits package which includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Apply for Team Coordinator by clicking here. Be sure to include your resume, salary requirements and additional introductory communications.

The Investment Advisor position involves assistance to plan sponsors with fiduciary governance and plan management as well as preparation and conducting participant education programs to enhance retirement outcomes. The ideal candidate for this position will grow personally and professionally as a part of our team of smart, innovative retirement plan investment advisors. Candidates must also be open to collaborative work and travel.

The ideal candidate will have a plethora of responsibilities as part of our Retirement Plan Services practice, including:

• • Assessing retirement plan investments and operations with clients at fiduciary reviews
  • Conducting employee retirement plan education meetings (in-person and webinars)
  • Working with investment advisory team to evaluate mutual fund options
  • Preparing client presentations and reports

The ideal candidate must have:

• FINRA Series 65 license (or the ability to obtain within four months)
• Bachelor’s Degree in Mathematics, Economics, Finance, Business
• Proficient public speaking abilities

The ideal candidate has at least three years of experience working as an investment advisor, a bachelor’s degree or higher, is highly ethical, articulate, personable, well organized, and comfortable speaking amongst and to groups.

We offer an excellent salary that is commensurate with experience.

We offer a competitive benefits package which includes health, dental, 401(k), long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Apply for Retirement Plan Associate Pension Consultant by clicking here. Be sure to include your resume, salary requirements and additional introductory communications.

The Life Insurance Client Service Analyst Intern will provide both administrative and business development support to the Private Client Services practice. The candidate should have excellent communication skills and possess a comprehensive working knowledge of all phases of Microsoft Office and Adobe.

A successful candidate will be responsible for a wide variety of tasks including but not limited to:

• Assist Service Director in all facets of commission tracking and receivable posting
• Obtain and review weekly policy reports from insurance carriers
• Scan various insurance company documentation to client’s electronic file
• Update client database to track and reconcile commission receipts
• Update client database to track periodic and one-time service for client’s insurance portfolio

A successful applicant for this position MUST have:

• Detail-oriented and administrative skills
• Strong written and oral communication skills
• Superior client service skills
• Demonstrated experience with Microsoft Office (PowerPoint, Excel, Word) and Adobe

A successful applicant for this position:

• Must be organized
• Must be a team player (especially for special projects)
• Has a minimum of four days per week of availability (hours are flexible)
• Must have the ability to work on multiple projects simultaneously

Details regarding any compensation will be disclosed to those applicant(s) selected for the position.

Details regarding any benefits will be disclosed to those applicant(s) selected for the position.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Apply using this application. Please be sure to include resume and additional introductory communications.

The Pension Consultant will offer outstanding advice and administrative services to our clients.

The Pension Consultant will be responsible for all aspects of retirement plan administration, including:

• Speaking with clients and employees regarding their retirement accounts
• Conducting employee enrollment seminars
• Assisting clients and their employees with selection of investments
• Assisting plan auditors with reconciliation of plan financial transactions
• Checking retirement plan transactions for correctness and compliance
• Preparation and checking plan statements
• Determination of eligibility for participation
• Determination of eligibility for plan loans and distributions
• Performing required non-discrimination tests

• Bachelor’s Degree in mathematics, economics, finance, business or computer science
• At least 5 years of experience in qualified retirement plan administration, preferably in a daily valuation environment
• Excellent quantitative skills
• Excellent computer skills
• Excellent communication skills

The applicant must be an excellent communicator with significant pension consulting experience. You must enjoy working in a fast-paced environment while continuing to acquire new skills, and applying those skills to the process of providing outstanding advice and services to our clients.

We offer an excellent salary that is commensurate with experience.

We offer a competitive benefits package which includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Apply for Pension Consultant by clicking here.  Be sure to include your resume, salary requirements and additional introductory communications.

Responsibilities include: participating in professional development through education, training and mentoring; providing service and advice related to design, implementation and ongoing maintenance of intelligent life insurance programs; working with senior consultants to advise clients on compensation planning, sophisticated & intelligent uses of life insurance, wealth transfer and estate minimization; expanding existing client & professional relationships.

Responsibilities include: participating in professional development through education, training and mentoring; providing service and advice related to design, implementation and ongoing maintenance of intelligent life insurance programs; working with senior consultants to advise clients on compensation planning, sophisticated & intelligent uses of life insurance, wealth transfer and estate minimization; expanding existing client & professional relationships.

• High Integrity
• Ambitious
• Goal Oriented
• Marketing Background
• Ability to Comprehend and Explain Complex Information

Base compensation commensurate with background and experience, plus incentive bonus. Unlimited growth & income potential.

Our generous benefits package includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Email or fax resume and introductory communication. Be sure to include your salary requirements.

The Retirement Plan Associate Pension Consultant will work with seasoned Pension Consultants to provide comprehensive administrative and consulting services to our clients.

The ideal candidate will be responsible for supporting our Pension Consultants while gaining experience in all aspects of retirement plan administration, including:

• Speaking with clients and employees regarding their retirement accounts
• Assisting plan auditors with reconciliation of plan financial transactions
• Checking retirement plan transactions for correctness and compliance
• Preparation and checking plan statements
• Determination of eligibility for participation
• Determination of eligibility for plan loans and distributions
• Performing required non-discrimination tests
  

The ideal candidate must have:

• Bachelor’s Degree in mathematics, economics, finance, business or computer science
• Excellent quantitative skills
• Excellent computer skills
• Excellent communication skills

The ideal candidate must be an excellent communicator. The ideal candidate must also enjoy working in a fast-paced environment while acquiring new skills, and applying those skills to the process of providing outstanding advice and services to our clients.

We offer an excellent salary that is commensurate with experience.

We offer a competitive benefits package which includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Apply for Retirement Plan Associate Pension Consultant by clicking here. Be sure to include your resume, salary requirements and additional introductory communications.

The Retirement Plans Associate Administrator will work with the Operations team to provide our clients with easily accessible information about their Retirement Plans.

The ideal candidate will be responsible for some of the following, including:

• Daily Asset and Cash reconciliation
• Payroll Processing
• Plan Conversions and De-conversions
• Mutual Fund Trading
• Participant Statement Reporting
• Recordkeeping System Maintenance

The ideal candidate must have:

• Bachelor’s Degree in Business Management, Finance or Economics
• Strong PC Skills (Windows, Microsoft Office: Excel & Word)
• Knowledge of Recordkeeping Systems (Schwab Retirement Technologies or Relius)
• Excellent communication skills
• Availability during the work-week (Monday-Friday, 7:30am-4:30pm)

The ideal candidate has exceptional organizational, task-management and critical-thinking skills. He or she will require these skills to meet established deadlines, follow-through on tasks when needed, handle multiple projects and provide solutions to problems.

We offer an excellent salary that is commensurate with experience.

We offer a competitive benefits package which includes health, dental, 401K, long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual.

Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

Apply for Retirement Plan Associate Administrator by clicking here. Be sure to include your resume, salary requirements and additional introductory communications.