Benefits Consultant

About the role

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.

Core Values at Bennie

As an organization, we value our team members who are Optimistic, Accountable, Thoughtful, and Healthy. We believe these values, known as our O.A.T.H., are essential for our collective success. The ideal candidate for this role will embody these values by:

• Maintaining a positive attitude throughout our journey of building our company.
• Being responsible for the quality of their work and for meeting their goals.
• Respecting our differences and looking out for one another.
• Believing in living complete lives that balance our work and personal time.

Responsibilities

• 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

Benefits

• Competitive salary for this fully remote position, commensurate with experience and qualifications.
• Health Benefits that include: Medical/Dental/Vision, HSA & FSA, HRA, Life, Disability, & Employee Assistance Program.
• Wellness Benefits that include: Headspace, Wellhub, Rocket Lawyer, One Medical Membership, Kindbody, Financial education with Betterment.
• Stock Options: All full-time employees are granted stock options.
• Remote Work Stipend: A $1,000 WFH.
• Paid Parental & Bonding Leave.
• Employee Referral Bonus Program.

Compensation & Benefits

We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD90,000 to USD125,000*. *Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

Equal Opportunity Employer

Bennie is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.