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Own day-to-day relationships and service strategy for enterprise benefits customers, driving satisfaction, retention, renewals, escalations, onboarding, open enrollment, and strategic initiatives. Partner with consultants, carriers, TPAs, PBMs, vendors, and internal teams to deliver consulting materials, resolve operational issues, manage implementations, and identify improvement opportunities. Support complex benefits programs while advising senior HR and benefits leaders on industry trends, compliance, and platform capabilities.

Own strategy and retention for enterprise employee benefits clients with 500+ lives. Advise C-suite and HR leaders on complex plan designs, self-funded and insured architectures, financial modeling, carrier negotiations, PBM optimization, compliance, and multi-year benefits strategies. Lead internal service teams, onboarding, executive reviews, and analytics-driven recommendations while providing feedback to product and technology teams.

Supports enterprise benefits consultants with claims analysis, cost modeling, stop-loss reporting, RFP comparisons, renewal analysis, customer deliverables, onboarding, compliance reporting, and data audits. Partners with Data Operations, Product, Engineering, Operations, carriers, vendors, and industry partners to improve scalable customer service. Requires employee benefits or healthcare analytics experience, advanced Excel and financial modeling skills, and familiarity with AI productivity tools.

Leads consulting strategy, service delivery, customer retention, and account planning for an assigned benefits consulting book of business. Manages and develops a multidisciplinary consulting team, advises customers on benefits programs and regulatory changes, builds strategic partner relationships, and collaborates with sales, data operations, and product teams. The role requires deep employee benefits expertise, knowledge of funding mechanisms and ERISA, ACA, and COBRA compliance, producer licensing, and team leadership experience.

Supports benefits consulting delivery by preparing benefit guides, enrollment presentations, reports, cost models, benchmark analyses, RFP materials, plan comparisons, and customer account plans. Manages insurance carrier implementations, customer onboarding, quality assurance reviews, billing audits, and process improvements. Builds relationships with customers and benefits industry partners while collaborating with senior consultants to deliver effective service.

Generate and close new business for Bennie’s employee benefits platform across the West Coast. Responsibilities include outbound prospecting, inbound lead qualification, relationship development, product demonstrations, finalist presentations, pipeline generation, revenue forecasting, CRM management, and participation in trade shows and networking events. The role requires benefits-market expertise, Life and Health Insurance licensing or willingness to obtain it, and a proven record of achieving sales targets.

The Benefits Consultant is responsible for managing customer accounts, assessing needs, maintaining relationships with partners, and ensuring successful service delivery.