Benefits Consultant

The Benefits Consultant is responsible for ongoing customer strategy, service, and retention. This includes assessing customer needs, managing relationships with insurance carrier and general agent partners, managing and placing customer benefit programs, and partnering with internal stakeholders to ensure customer success.

Reporting to: Principal Benefits Consultant

Who You Are: The ideal candidate should have experience working in benefits consulting, managing a book of customers, and working with insurance carriers & vendors to build benefit solutions for those customers. The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a fast-growing benefits brokerage and work with senior team members to help deliver exceptional consulting service and experience to Bennie’s customers.

The Benefits Consultant should exhibit the six core attributes of the Bennie consulting team:

1. Possess a growth mindset to drive the business upward and forward.
2. Take a proactive approach to value creation and delivery for customers, colleagues, and partners.
3. Seize the consultative opportunity in every interaction with customers, colleagues, and partners.
4. Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business.
5. Bring relentless intensity to the creation of value.
6. Work collaboratively with customers, colleagues, and partners.

Responsibilities include:

• Take ownership and accountability for the success and retention of an assigned book of business.
• Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
• Develop and execute the annual customer account plan specific for all assigned customers.
• Work collaboratively with other members of the consulting delivery team to support the development and implementation of strategic initiatives.
• Drive customer results and support team development for each individual consulting delivery team.
• Stay updated on industry trends, best practices and regulatory changes, and support education and enablement of customers regarding these developments.
• Collaborate with cross-functional teams, including but not limited to sales, tech operations, and product, to identify and support business development and operational improvement opportunities.
• Maintain strong relationships with all customers, strategic partners, and internal Bennie collaborators.

Requirements:

• 3 to 5 years of benefits consulting experience, with a primary focus on managing complex client accounts across diverse market segments (small, mid-market, and large group).
• Demonstrated expertise in various funding mechanisms and deep knowledge of large-group regulatory compliance (ERISA, ACA, COBRA).
• Life & Health Producer’s License.
• Working knowledge of MS Excel, Word, and PowerPoint.

Nice-to-Have:

• Team leadership and/or project leadership experience
• Experience working with today’s leading HR/Benefits technology platforms
• Experience in both large- and small- group benefits consulting