Senior Benefit Consultant
About The Position
As a Senior Benefit Consultant, you will serve as the primary relationship manager and trusted advisor for a group of employee benefits clients. You will help clients evaluate emerging trends, navigate benefit decisions, and develop strategies that support their employees, organizational goals, and financial objectives. You will lead renewal strategies, client meetings, and employee communications while partnering with carriers, vendors, and internal teams to deliver responsive, knowledgeable service. The role calls for anticipating client needs, resolving concerns, and translating complex information into practical recommendations to strengthen client relationships and support long-term retention.
Requirements
- Bachelor's degree or equivalent industry experience.
- A minimum of 5–7 years of employee benefits account management or related insurance experience.
- Experience with fully insured and alternative funding arrangements.
- Excellent listening, written communication, and presentation skills.
- Ability to build professional relationships and communicate effectively with employees, key contacts, and executives.
- Strong organizational skills, including daily prioritization and the ability to manage multiple details simultaneously.
- Logical thinking and problem-solving skills, with a proactive approach to resolving client concerns.
- Strong working knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint.
- Proficiency with online platforms and database management tools.
Responsibilities
- Manage client relationships to support satisfaction, retention, and long-term growth.
- Lead the full renewal process, including carrier marketing, negotiations, cost analysis, recommendations, and implementation.
- Develop and execute benefits strategies aligned with each client's goals and financial objectives.
- Lead annual service planning and key client meetings, presenting actionable insights and recommendations.
- Gather client information, prepare requests for proposals, and obtain alternative plan designs and carrier quotes.
- Coordinate communication among clients, insurance carriers, third-party administrators, and benefit vendors.
- Manage new client implementation, including onboarding activities, timelines, and carrier setup.
- Prepare and present open enrollment materials and employee benefit communications through virtual and in-person meetings.
- Conduct compliance reviews and support required filings and documentation.
- Complete and validate pre-renewal and renewal documents to ensure accuracy and timely submission.
- Identify opportunities to expand service offerings and connect clients with additional solutions.
- Support the implementation and use of benefits technology platforms, online enrollment systems, and benefit administration tools.
- Maintain accurate client records and manage workflows within agency systems and CRM platforms.
- Stay current on employee benefits trends and industry developments through ongoing professional development.
- Participate in or manage additional initiatives and projects as needed.
Benefits
- Multiple medical plan options, with preventive care covered at 100%.
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge.
- Employer-paid short-term and long-term disability coverage.
- Paid parental leave.
- Personalized PTO without traditional accruals, plus separate sick leave.
- Competitive 401(k) company match.
- Comprehensive dental and vision coverage.
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support.
- Company-paid holidays.
- Potential eligibility for supplemental compensation, such as a performance-based bonus, commission, or equity; specific eligibility will be discussed with Talent Acquisition.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
