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Objective:

The Consulting Associate role is an entry-level position designed to provide administrative support to Executive Consultants while managing a portfolio of small business clients. The Consulting Associate will work closely with clients’ carriers and claims administrators to ensure that claims are managed proactively and reserved appropriately. This role will produce timely client reports that accurately reflect their efforts and outcomes. The Consulting Associate will also assist Executive Consultants in servicing and maintaining all contracted services.

Responsibilities Include:

• Collaborate with carriers and claims administrators to gather necessary information through RMIS or direct requests.
• Prepare consulting clients for policy year services and collaborate with our support team (Patra) to ensure timely and efficient task completion.
• Assist with the Aged Receivable report and recovery of outstanding payments.
• Manage the monthly Book of Business Report Generation.
• Execute EPIC Activities promptly.
• Oversee a specific portfolio of small business/tracking clients.
• Assist consultants with preparing for client meetings and claim reviews.
• Deliver services according to the agreements with individual clients, adhering to timeline commitments, including consulting reports, mod calculations and analysis, claim reviews, client meetings, and sales presentations.
• Collaborate with all members of the Consulting team, providing backup support as needed.
• Adhere to HIB Consulting Division Service Standards as established by HIB Corporate.
• Take responsibility for all aspects of a Consulting client, the consulting contract, and consulting services.
• Utilize available technological tools to efficiently manage workload and obtain client information.
• Participation in educational training sessions (both online and in person) to enhance your understanding and expertise in this role.
• Special projects or duties as assigned.

Requirements:

• Education – High School graduate or equivalent required.
• 1 to 3 years of administrative experience in an office setting. Customer-facing work experience is required. Insurance experience is preferred.
• Effective communication and collaboration skills are required.
• Working knowledge of Microsoft Office, particularly in Outlook, Excel, Word, and PowerPoint.
• Must be comfortable using web-based platforms.
• Professional demeanor and behavior are required, as referenced in the Heffernan Habits.

Compensation:

The base salary range for this position is$50,000to$60,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at .

Heffernan Habits (Expectations):

These are practices that represent our unique employee culture.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.

Working Conditions:

• The work environment may involve working indoors, either sitting at a desk or standing for long periods.
• Daily use of computers, keyboards, mice, headsets, printers, and other standard office equipment.
• This position may require the flexibility to work outside regular hours.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.