Senior Benefits Consultant

Job description

**This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Benefits Consultant based in the United States.** This is a senior-level consulting role responsible for leading benefits strategy, service delivery, and customer outcomes across an assigned book of business. You will serve as a trusted strategic advisor to clients, helping them navigate complex benefits decisions and develop effective, sustainable solutions. The role combines client relationship management, benefits expertise, strategic planning, and collaboration across internal and external partners. You will own customer retention and success while developing account strategies that align benefits programs with broader business objectives. You will also monitor industry trends and regulatory developments, translating relevant changes into practical guidance and education for customers. Working closely with Sales, Technology, Product, and consulting teams, you will identify opportunities to strengthen customer value and improve operational delivery. This fully remote opportunity is well suited to an experienced benefits professional who brings analytical rigor, consultative thinking, strong relationships, and a proactive growth mindset. ### Accountabilities: - Take full ownership and accountability for the success, satisfaction, and retention of an assigned book of business, building trusted relationships with customers and strategic partners. - Lead the execution of the consulting model for assigned clients, ensuring consistently high-quality benefits consulting services and strong customer outcomes. - Develop and execute annual account plans tailored to each customer’s priorities, benefits strategy, business objectives, and evolving needs. - Provide strategic guidance on benefits solutions, funding approaches, compliance considerations, industry developments, and opportunities to improve overall program effectiveness. - Collaborate with consulting delivery team members to develop and implement strategic initiatives that create value for customers and strengthen team performance. - Drive customer results while supporting the development and effectiveness of individual consulting delivery teams. - Stay current on benefits industry trends, emerging best practices, and regulatory requirements, and translate relevant developments into clear education and recommendations for customers. - Partner with cross-functional teams, including Sales, Technology, and Product, to identify business development opportunities, improve operational processes, and enhance the customer experience. - Maintain strong, productive relationships with customers, strategic partners, and internal stakeholders while consistently demonstrating a proactive, consultative, collaborative, and accountable approach. - Contribute to a culture of continuous improvement by applying curiosity, creativity, intensity, and a growth mindset to customer and business challenges. ### Requirements - Bring **5–10 years of benefits consulting experience**, with a strong track record of managing complex client accounts across diverse market segments, including small, mid-market, and large-group customers. - Demonstrate deep knowledge of benefits consulting and various funding mechanisms, with particular expertise in **large-group regulatory compliance**, including ERISA, ACA, and COBRA. - Hold an active **Life & Health Producer’s License**. - Possess strong analytical, strategic, communication, relationship-building, and problem-solving skills, with the ability to translate complex benefits topics into clear client recommendations. - Demonstrate experience managing a book of business and building trusted relationships with customers, insurance carriers, vendors, and other benefits partners. - Be highly proactive and consultative, consistently looking for opportunities to create additional value for customers, colleagues, and partners. - Demonstrate strong organizational skills and the ability to manage multiple priorities while maintaining accountability for customer outcomes. - Be proficient with **Microsoft Excel, Word, and PowerPoint**. - Experience leading teams or projects is a plus. - Experience with modern **HR and benefits technology platforms** is preferred. - Experience consulting across both large-group and small-group benefits is an advantage. - Thrive in a fast-growing environment and demonstrate the curiosity, collaboration, professionalism, and ownership required to contribute effectively to an evolving organization. ### Benefits - **Base salary:** Estimated annual range of **$115,000–$145,000**, depending on experience, qualifications, and other factors. - **Additional rewards:** Total compensation may include incentive pay and equity in addition to base salary. - **Stock options:** Full-time employees are eligible for stock option grants. - **Fully remote:** Remote-first position available to candidates based in the United States. - **Flexible time off:** Flexible vacation policy plus paid company holidays. - **Health coverage:** Medical, dental, and vision insurance. - **Healthcare accounts:** HSA, FSA, and HRA options. - **Additional protection:** Life insurance, disability coverage, and an Employee Assistance Program. - **Wellness benefits:** Access to programs and services including Headspace, Wellhub, One Medical Membership, and financial education resources. - **Legal and family support:** Access to Rocket Lawyer and family-focused benefits including Kindbody. - **Remote work stipend:** **$1,000 work-from-home stipend**. - **Paid parental and bonding leave**. - **Employee referral bonus program**. - A remote-first, collaborative environment with opportunities to work closely with senior leaders and cross-functional teams. - Opportunities to contribute to customer strategy, business growth, and the evolution of modern benefits consulting.