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.