Benefits Consultant - Health & Welfare
About Us
We are an independent employee benefits consulting and actuarial services organization. Our work centers on advising retirement and health plans, supporting them in delivering high‑quality benefits to working individuals. We partner with plan sponsors to design, implement, evaluate, and communicate innovative and cost‑effective benefit programs tailored to their specific needs. Our clients rely on our deep industry expertise to help them achieve their strategic goals.
Responsibilities
Benefits Consultant Role Overview
The Health & Welfare Benefits Consultant develops and manages client relationships, leads consulting activities, coordinates internal teams, and contributes to firm development. Key responsibilities include:
Manage Client Relationships
- Build strong, effective working relationships with client organizations
- Understand client issues, anticipate needs, and identify strategic solutions
- Attend regularly scheduled client meetings
- Collaborate with external partners such as administrators, attorneys, auditors, and other service providers
- Present complex concepts in clear, actionable terms
Lead Consulting Activities
- Oversee project management for ongoing and special initiatives
- Coordinate internal consulting teams on assigned client projects
- Provide innovative, strategic insights regarding trends and emerging issues in the employee benefits industry
- Manage relationships with carriers, vendors, and benefit providers, including contract and renewal negotiations
Manage and Grow Business
- Oversee client revenue, budget management, and profitability
- Partner internally to ensure clients can access the full range of available services
- Build and maintain influential client relationships and professional networks
- Lead or participate in business development efforts with existing and prospective clients
Professional and Firm Development
- Participate in ongoing training and professional development
- Contribute to team and firmwide meetings
- Mentor and support junior staff
- Assist with special internal projects or initiatives
Required Skills and Attributes
- Strong analytical and problem‑solving capabilities
- Excellent verbal and written communication skills
- Effective presentation and facilitation skills (in‑person and virtual)
- Ability to manage multiple priorities in a fast‑paced environment
- Willingness to travel as needed
- Demonstrated relationship‑building and collaboration skills
- Ability to work independently and within a team
- Proficiency in common business software (Word, Excel, PowerPoint, Outlook, SharePoint, Teams)
- Strong understanding of financial reports, renewals, annual cost projections, and ability to perform high‑level reasonableness reviews
Preferred Education and Experience
- Minimum of 8 years of experience in employee benefits consulting or a related professional services setting, with exposure to health plan strategy, design, and implementation
- Experience with multiemployer and/or public sector health and welfare plans
- Undergraduate degree or equivalent work experience
- Relevant insurance licensing; CEBS and/or actuarial credentials are a plus
Location & Travel
This position is based in the Southern California region, with flexibility for remote work within the area. Ability to attend in‑person client and internal meetings is required. Business travel may be up to 15%.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.