$100,000–$125,000 Per Year
Analysis Skills, Claims Processing, Communication Skills, Computer Skills, Consulting, Customer Support/Service, Customer Training, Establish Priorities, Federal Laws and Regulations, High School Diploma, Marketing, Mentoring, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Power Amplifier, Presentation/Verbal Skills, Sales, Sales Management, Sales Presentation, State Laws and Regulations, Team Player, Telephone Skills, Time Management, Web Programming, Worker's Compensation, Writing Skills
Irvine/Los Angeles, California
Description
The Executive Consultant is responsible for servicing and maintaining their specific assignment of consulting client contracts and to deliver the agreed upon services in compliance with Consulting Division workflows, policies and procedures. The Executive Consultant will work closely with our client’s carriers and claims administrators to ensure that claims are handled proactively as well as reserved appropriately. The Executive Consultant will provide timely Consulting Reports to their consulting clients and the corresponding HIB Account Management Team that accurately reflect their efforts and outcomes.
The Executive Consultant will be required to handle our larger and more complex consulting contracts and clients. They will also be required to actively mentor Junior Consultant(s) and consulting support team members.
Key Responsibilities
- Provide services according to the services sold to the individual client, meet timeline commitments, including but not limited to consulting reports, mod calculations and analysis, claim review(s), client meetings, sales presentations, etc.
- Conduct telephonic or on-site claim reviews in a professional and proactive manner based upon the service contract
- Educate and support client questions and act as a resource to client(s) and HIB Account Management team(s)
- Work as a team with all members of Consulting – provide back-up for team members whenever necessary
- Follow HIB Consulting Division Service Standards as put into place by HIB Corporate
- Responsible for ALL aspects of a Consulting client, the consulting contract and consulting services
- Proactively work and communicate with your Support Team Member, providing them with clear direction and support.
- Actively recommend, promote and utilize all services offered by HIB’s Consulting Division
- Proactively work with HIB’s Producers and/or Account Management Teams to assist in their sales process – including preparation of our prospect presentation as well as prospect meetings (virtually or in person)
- Actively utilize technological tools that are available to efficiently manage both your workload as well as to obtain client information (i.e., LastPass, Carrier Online RMIS’s, web based platforms like our RMC, etc.)
- Special projects as assigned
Skills, Knowledge and Expertise
• High School Diploma or equivalent - required
• Bachelor’s Degree or higher is desired but not required if appropriate work experience is present
• 5 -7 years of hands-on claims handling or claims consulting experience as a claims examiner for workers’ compensation or other line(s) of coverage – required
• Computer skills, including Word, Excel and PowerPoint – required
• Comfortable with the use of web-based programs and platforms on a daily basis - required
• The ability to type 35+ WPM - required
• Strong Communication skills – both written and oral – required
• The ability to be a team player and proactively support others - required
• Knowledge of multi-state and federal claim laws – desirable
• Sales & Marketing skills - desirable
• The ability and desire to mentoring others on the Consulting team - desired
Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Heffernan Habits:
These are core values that represent our unique culture.
- Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
- Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
- Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.
- Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
- Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.
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Heffernan Insurance Brokers