Our client is seeking an experienced Benefits Consultant to serve as a strategic advisor to employer clients and help shape benefit programs that support both their people and their business objectives.
This role goes beyond day-to-day account management. The Benefits Consultant owns the broader client strategy, guiding renewals, financial analysis, benefit design, benchmarking, funding decisions, and long-term planning. You’ll partner closely with client service teams, carriers, vendors, and senior client stakeholders to deliver thoughtful solutions in an increasingly complex benefits landscape.
What You’ll Do
Lead the development of comprehensive benefit strategies for an assigned book of business.
Guide clients through benefit design, financial analysis, benchmarking, funding alternatives, and renewal strategy.
Develop creative solutions to complex benefit challenges while balancing cost, coverage, and organizational objectives.
Partner with account management and client service teams throughout the renewal cycle, including pre-renewal planning, RFPs, open enrollment strategy, and post-renewal analysis.
Establish the scope, strategy, priorities, and timelines for client engagements.
Serve as a trusted advisor to senior leaders and C-suite stakeholders.
Maintain strong relationships with clients, carriers, and vendor partners.
Evaluate insurance markets, networks, funding arrangements, and benefit plan options to identify appropriate solutions.
Oversee new client onboarding and collaborate with internal teams to establish implementation plans, responsibilities, and timelines.
Ensure client service teams are aligned around client expectations, deliverables, and strategic objectives.
Maintain accountability for the revenue and profitability of assigned accounts and projects.
Monitor client initiatives for scope, timing, budget, and overall satisfaction.
Identify opportunities to introduce additional solutions and services that support evolving client needs.
Stay current on carrier offerings, market developments, industry trends, and emerging benefit strategies.
Maintain knowledge of compliance requirements affecting employer-sponsored health and welfare plans, including HIPAA, ERISA, Section 125, PPACA, and applicable state requirements.
Ensure accurate and current client information is maintained within the CRM.
Collaborate across business areas to uncover opportunities that strengthen client relationships and support retention.
What You Bring
3+ years of Employee Benefits consulting experience required.
Valid Life & Health insurance license required.
Strong knowledge of health, ancillary, and employer-sponsored benefit programs.
Practical knowledge of the benefits quoting and renewal process.
Understanding of benefit funding alternatives, insurance markets, networks, and plan options.
Current knowledge of healthcare regulations and compliance requirements.
Ability to confidently advise and influence senior executives and C-suite stakeholders.
Strong analytical skills with the ability to translate complex information into clear recommendations.
Excellent written, verbal, and presentation skills.
Strong organizational and workload-management skills.
Ability to work effectively in a fast-paced, deadline-driven environment.
Self-motivated, accountable, and highly detail-oriented.
Proficiency in Microsoft Excel and familiarity with CRM/database applications.
Bachelor’s degree preferred.
About the Company
Benefits at the Core: Employee Benefits is a central part of the organization, backed by deep expertise and resources dedicated to helping employers build stronger benefit programs.
Broad Client Impact: Support an organization serving more than 100,000 employers with solutions designed to help employees and their families access the coverage and care they need.
More Than Insurance: Clients have access to a combination of advisory expertise, technology, and complementary solutions that extend beyond traditional benefits brokerage.
People-Focused Approach: The organization pairs sophisticated benefits strategy with a strong emphasis on relationships, service, and understanding each client’s unique needs.
Technology & Innovation: Work within an environment that continues to invest in technology-based tools and new approaches to benefits strategy and client service.
Room to Grow: Build deeper expertise, collaborate across multiple areas of the business, and develop relationships with experienced professionals throughout the organization.