Job Description This Consultant role serves as a key liaison between clients, internal teams, and vendors, utilizing data to improve decision-making, enhance outcomes, and support strategic initiatives. The ideal candidate is analytical, detail-oriented, customer-focused, and able to communicate complex information in a clear and meaningful way. Essential Duties and Responsibilities

• Coordinate the delivery of client reports and updates and maintain accurate records of reporting activities, documentation, and client communications.
• Consult with clients to understand goals, challenges, and reporting needs.
• Collaborate with internal teams to support client initiatives and strategic objectives.
• Ensure accuracy, integrity, and confidentiality of data and reports.
• Participate in client meetings, presentations, and strategy discussions.
• Maintain documentation of processes, methodologies, and reporting standards.
• Stay current on industry trends, regulations, and best practices
• Perform other duties as assigned. Qualifications Required
• Proficient in Microsoft 365 applications (Outlook, Word, Excel, Teams, OneDrive, SharePoint, and OneNote).
• Excellent verbal and written communication skills.
• Ability to effectively manage multiple projects and deadlines simultaneously.
• Strong organizational skills and attention to detail.
• Ability to work independently while contributing to team objectives. Preferred
• Group benefits or health insurance industry experience preferred.
• Active life and health insurance license preferred but not required.
• Experience presenting data and recommendations to clients or leadership teams.

Core Competencies & Professional Attributes Independent Worker Demonstrates initiative, manages time effectively, and completes responsibilities with minimal supervision. Team Player Collaborates effectively with colleagues, contributes positively to team goals, and supports coworkers in achieving shared objectives. Flexible and Adaptable Responds positively to changing priorities, client needs, and business demands while maintaining productivity and professionalism. Detail-Oriented Maintains a high degree of accuracy and quality in all work, ensuring tasks are completed thoroughly and efficiently. Strong Interpersonal Skills Builds positive relationships, communicates effectively, and works successfully with clients, vendors, and colleagues at all levels. Professionalism Exhibits integrity, reliability, accountability, and a positive attitude while representing the organization in a professional manner. Self-Confidence Demonstrates confidence in decision-making and recommendations while remaining receptive to feedback and continuous improvement. Additional Requirements

• Some travel is required for client meetings, training, conferences, and other business-related events.
• Ability to maintain confidentiality when working with sensitive client and organizational information.
• Valid driver's license and reliable transportation may be required based on travel needs.
• Must be able to work in a fast-paced environment while maintaining high-quality service and attention to detail.
• If not currently licensed, must obtain a 2-15 Life and Health License. Working Conditions
• Remote Position
• Occasional travel and overnight stays may be required based on client or business needs.

Pay:

From $56,000.00 per year

Benefits:

Health insurance

Work Location:

Hybrid remote in Wauchula, FL 33873