Video Summary
In this meeting, two speakers discuss redefining the role of a benefit consultant. The first speaker emphasizes the need for results-oriented consulting, with goal planning, prioritization, and accountability. They mention that clients measure their performance through service agreements. The second speaker, Roger, elaborates on this concept, highlighting four key aspects of the redefined role: results-based impact, increased accountability, integration of health and wellbeing strategies, and education leading to decisions. Roger stresses the importance of getting in front of employees, educating them on health, and creating a communal environment for learning. He also emphasizes the need for unbiased guidance and helping clients make informed decisions. Both speakers agree that this new approach moves beyond the traditional call if you need me model to a more proactive, impactful role in benefit consulting.
Chapters
Redefining the Role of Benefit Consultants
The speakers introduce the concept of redefining the role of benefit consultants, emphasizing the need for a results-oriented approach rather than a traditional ‘on-call’ model.
Key Aspects of the Redefined Role
Roger outlines four main aspects of the redefined benefit consultant role: results-based impact, increased accountability, integration of health and wellbeing strategies, and education leading to decisions. He stresses the importance of goal planning, prioritization, and measuring success through client service agreements.
Integration of Employee Health Strategy
Roger emphasizes the need to go beyond traditional benefits and actively engage with employees. This includes educating them on health, allowing them to apply their learning, and creating a communal environment for benefit success.
Unbiased Guidance and Education
The speakers discuss the importance of providing unbiased guidance without pushing specific products. They stress the need for creating a safe learning environment for employees and working closely with them throughout the process.
Education Leading to Decisions
Roger highlights that education should lead towards decision-making. He emphasizes the consultant’s role in helping organizations make informed decisions based on their specific needs and the consultant’s understanding of the organization.