Senior consultant, health & welfare benefits (remote)
THE ORGANIZATION
Purchaser Business Group on Health (PBGH) is an action-oriented non-profit with
a track record of improving health outcomes, experience and affordability for
consumers and purchasers across the United States. PBGH advances quality,
drives affordability and fosters equity in partnership with its members, who are
some of the largest and most innovative private and public purchasers of health
care, including The Boeing Company, Amazon, Intel, eBay, Walmart and CalPERS.
PBGH and its members are on the forefront of implementing innovations in the
health care system through purchaser-led solutions. PBGH partners across
stakeholders to continuously identify, create and put into practice new
strategies to support the health and overall wellbeing of employees, their
families and the public.
THE ROLE
The Senior Consultant, Health & Welfare Benefits supports PBGH’s mission to
advance high-value, affordable, and equitable health care by delivering
independent, purchaser-focused advisory services to employers and other health
care purchasers. Serving as a strategic advisor—not a broker—this role provides
objective analysis, market insight, and evidence-based guidance to support
employer’s fiduciary decision-making across the health and welfare benefits
lifecycle.
Working closely with PBGH senior leaders and subject-matter experts, the Senior
Consultant is responsible for executing and managing day-to-day advisory
engagements, producing rigorous, insight-driven analyses and recommendations,
contributing to solution development, translating complex health data into
actionable strategies for employers and helping shape purchaser-relevant
insights that can scale across PBGH’s employer community.
This role requires strong technical expertise, analytical depth, comprehensive
knowledge of employee benefits, well-established relationships with employers
and the health markets, and polished client-ready communication skills, along
with the ability to operate independently with minimal oversight, demonstrate
agility in handling shifting priorities and dynamic environments, collaborate
across internal and external stakeholders, and uphold PBGH’s independent
advisory posture.
KEY RESPONSIBILITIES
Client Engagement, Satisfaction, and Delivery
Under the guidance and oversight of senior leadership:
* Independently manages multiple client engagements and owns defined
workstreams from start to finish.
* Develops client-ready analyses, insights, and deliverables across health and
welfare strategies, including medical, pharmacy, wellbeing, and point
solutions.
* Develops and monitors engagement work plans, timelines, and milestones;
proactively identifies risks, dependencies, or scope changes and escalates as
appropriate to project and practice leadership to support on-time,
high-quality delivery.
* Collaborates with internal project teams, subcontractors, and external
partners, coordinating closely with senior leaders to ensure effective
execution of assigned projects.
* Maintains organized project documentation, data files, and work products.
* Prepares materials and presents findings to client teams with clarity and
confidence, alongside and with review from senior leadership.
* Partners with leadership to ensure recommendations are practical,
data-driven, and aligned with client objectives and PBGH advisory principles.
* Translates key findings into externally facing white papers, briefs, and
presentations, with senior leadership input, to advance collective impact.
Financial Mastery, Data Analytics and Insights
With review and guidance from senior leadership and subject-matter experts:
* Analyzes employer demographics, claims, utilization, cost, quality, and
performance data, including self-funded medical and pharmacy claims.
* Leads financial evaluations, including pricing, budgeting, forecasting,
premium-equivalent rate setting, contribution modeling and working knowledge
in IBNR and stop-loss.
* Applies analytical tools, methodologies and comprehensive health and welfare
benefits knowledge to assess plan performance, vendor effectiveness, cost
drivers, and improvement opportunities, aligning findings with PBGH advisory
principles.
* Supports development and application of analytic solutions leveraging
emerging datasets (e.g., Transparency in Coverage, Hospital Price
Transparency).
* Translates complex data into clear narratives, executive summaries, and
actionable insights for employer audiences, incorporating feedback from
senior leadership as appropriate.
* Contributes to standardized tools, templates, and methodologies to support
scalable consulting delivery.
Solutions Development and Strategic Impact
With input and review from senior leadership and subject matter experts:
* Creates and documents methodologies, analyses, and insights to ensure rigor,
consistency and alignment with PBGH advisory principles.
* Stays current on market trends, regulatory developments, and innovations
across the health benefits landscape, sharing relevant implications with
leadership and colleagues.
* Creates resources and tools that build knowledge base for continued
intellectual capital development.
* Shares learnings and best practices with colleagues to continuously improve
service delivery.
Vendor Management
* Has deep knowledge of the health care market ecosystem and well-established
relationships with vendors, including carriers, TPAs, data platforms, data
warehouses, and point solution vendors.
* Manages the RFP/RFI process, including drafting questionnaires, interfacing
vendors, evaluating proposals and responses, preparing and presenting results
and recommendations to employers, and conducting vendor/finalist interviews,
with input and oversight from senior leadership.
Compliance and Regulatory Oversight
* Possesses fundamental knowledge of health and welfare program compliance and
regulations, including but not limited to, ERISA, ACA, CAA, HIPAA, COBRA,
Section 125, and MHPAEA.
* Applies analytical rigor to conduct reviews of plan fiduciary and health plan
compliance, contracts and agreements, identify potential risks and
liabilities, and develop and implement strategic corrective action plans to
address non-compliance issues.
* Demonstrates track record of self-directed professional development and a
commitment to staying current in a rapidly changing legal landscape and
utilizing legal and industry research tools (e.g., Bloomberg Law, Federal
Register, National Conference of State Legislatures) to independently resolve
complex compliance inquiries.
* Contributes to internal knowledge base or advisory service offerings
regarding new regulatory trends.
Growth and Sales
* Supports prospecting efforts and proposal development, including drafting
scopes, workplans, timelines, and fee estimates.
* Assists with responses to RFPs, RFIs, and grant-funded opportunities as
needed.
* Participates in client relationship development through excellent service
delivery and responsiveness.
* Identifies opportunities for follow-on work and flags potential expansion
areas.
* Supports technical learning opportunities for members.
* Tracks activity with current and potential clients in Asana and Salesforce.
KNOWLEDGE, SKILLS, ABILITIES & EXPERIENCE
* Bachelor’s degree required.
* A minimum of 8+ years of experience in a consulting or similar environment
advising large/jumbo employers on health and welfare benefits.
* Demonstrated ability to solve Fortune 500 companies’ complex health and
benefits issues.
* Strong working knowledge of the health benefits ecosystem, including
carriers, PBMs, point solutions, and consulting/brokerage models.
* Demonstrated experience analyzing employer medical and pharmacy claims data
and translating results into client-ready insights.
* Solid technical expertise across health and welfare topics, such as financial
and actuarial concepts, plan design, vendor evaluation, compliance (e.g.,
ERISA, CAA), pharmacy and PBM strategies, mental health, wellbeing, and
emerging solutions.
* Proven ability to manage multiple workstreams and adapt to shifting
priorities in a fast-paced environment.
* Strong written and verbal communication skills, with experience developing
polished PowerPoint presentations and executive summaries.
* Mastery of Microsoft Office Suite
* Highly organized, detail-oriented, and proactive.
* Ability to travel approximately 10–15%.
* Life & Health Insurance License
COMMITMENT TO DIVERSITY
PBGH is an equal opportunity employer, and all qualified applicants will receive
consideration for employment without regard to age, race, color, religion, sex,
sexual orientation, gender identity, national origin, disability status,
protected veteran status or any other characteristic protected by law. PBGH
strongly encourages applicants with diverse backgrounds, experiences and
perspectives.
COMPENSATION
PBGH offers a competitive annual base salary range of $138,000 - $168,000. The
base pay offered will be determined by factors including but not limited to
experience, skills, location, education, internal equity, and any applicable
minimum wage requirements. Decisions will be made on a case-by-case basis.
In addition to base pay, this position is also eligible for year‐end bonus
potential, a generous contributory retirement plan, comprehensive benefits and
opportunities for professional growth. For more information and to apply, please
visit www.pbgh.org [https://www.pbgh.org/].