Employee Benefits Consultant

Benefits Consultant

Hybrid

We are partnering with a well-established, growing employee benefits brokerage seeking an experienced Consultant to serve as a strategic advisor to a portfolio of mid-sized and large employer clients. This individual will play a key role in client retention, benefits strategy, service delivery, and ongoing relationship management.

Key Responsibilities

• Manage a portfolio of employer groups with fully insured, level-funded, and self-funded health and welfare programs.
• Serve as the primary day-to-day contact for clients, building trusted relationships with HR leaders, executives, and key stakeholders.
• Lead client service strategies focused on retention, satisfaction, and long-term partnership development.
• Oversee implementations, renewals, and ongoing account management activities.
• Coordinate with carriers, vendors, compliance resources, payroll teams, and internal stakeholders to deliver effective client solutions.
• Prepare and present renewal strategies, financial analyses, benchmarking data, and benefit recommendations.
• Assist with employee communications, enrollment planning, and benefits education efforts.
• Monitor regulatory developments, market trends, and carrier updates to provide proactive guidance to clients.
• Manage complex service issues and escalations while ensuring timely resolution.
• Maintain accurate account documentation, reporting, and client records within agency management systems.
• Leverage technology, analytics, and automation tools to improve operational efficiency and client outcomes.
• Support business development and growth initiatives through client relationship expansion and participation in prospect opportunities.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Active Life & Health license required.
• 4+ years of employee benefits experience within a brokerage, consulting firm, agency, carrier, or related environment.
• Experience supporting fully insured, self-funded, and level-funded plans.
• Strong understanding of employee benefits, renewals, compliance, and account management best practices.
• Ability to communicate complex benefits and financial concepts to diverse client audiences.
• Strong organizational, analytical, and relationship management skills.
• Proficiency with Microsoft Office and benefits administration/account management systems.

Preferred Background

• Experience managing mid-market and large-group clients.
• Exposure to renewal strategy, contribution modeling, benchmarking, and benefit plan design.
• Demonstrated ability to lead client meetings and work cross-functionally with internal and external stakeholders.