Senior Consultant
Position Summary
The Senior Consultant, Employee Benefits is responsible for leading client engagements, delivering strategic benefits consulting solutions, and managing ongoing client relationships. This role partners with mid-size to large organizations to design, implement, and optimize health & welfare programs that drive cost efficiency, support workforce needs, and align with business objectives.
The Senior Consultant serves as a day-to-day strategic advisor while overseeing execution and mentoring junior team members.
Key Responsibilities
Client Management & Strategic Consulting
- Serve as the primary day-to-day contact for a portfolio of clients
- Advise HR, finance, and executive stakeholders on benefits strategy, plan design, and cost management
- Develop and execute multi-year health & welfare strategies
- Provide benchmarking, trend analysis, and market insights
Program Design & Implementation
- Lead the design and management of employee benefits programs, including:
- Medical, dental, vision
- Life and disability
- Voluntary benefits
- Guide clients on funding strategies (fully insured, self-funded, level-funded)
- Oversee vendor selection processes, including RFPs, negotiations, and implementation
Financial & Analytical Support
- Analyze claims experience, utilization data, and cost drivers
- Develop financial projections and renewal strategies
- Identify opportunities to optimize plan performance and reduce costs
Compliance & Governance
- Advise clients on regulatory requirements (ACA, ERISA, HIPAA, COBRA, etc.)
- Partner with compliance specialists to ensure adherence to regulatory standards
Team Leadership & Project Management
- Lead account teams to ensure high-quality deliverables and timelines
- Mentor and develop analysts and associate consultants
- Coordinate cross-functional resources (actuarial, underwriting, compliance)
Business Development Support
- Support producers and senior leaders in new business pursuits
- Participate in finalist presentations and proposal development
- Identify opportunities for account expansion and additional services
Qualifications
Experience
- 7-12+ years of experience in employee benefits consulting or brokerage
- Proven experience managing client relationships independently
- Strong understanding of health & welfare plan design and funding strategies
Education & Credentials
- Bachelor's degree required
- Professional designations (CEBS, RHU, REBC) preferred
- Life & Health insurance license required or ability to obtain
Core Competencies
- Strong client management and advisory skills
- Analytical mindset with financial acumen
- Project management and organizational skills
- Effective communication and presentation abilities
- Collaborative, team-oriented approach
- Strategic thinking and problem-solving
Preferred Experience (Optional Customization)
- Experience with large or complex clients (1,000+ lives)
- Public sector, healthcare, or nonprofit client exposure
- Expertise in self-funded and alternative funding arrangements
- Knowledge of regional markets (e.g., California or Southeast)
Why Join
- High-impact role with direct client influence
- Opportunity to lead complex consulting engagements
- Clear path to VP / Client Executive level
- Collaborative and growth-oriented environment
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.
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