Benefits Consultant - Remote

Overview

The Benefits Consultant is responsible for retaining clients and overseeing strategies, financial analysis, and service delivery in employee benefits.

In Short

• Develop sophisticated benefit designs and renewal strategies.
• Collaborate with account management on pre-renewal and post-renewal strategies.
• Communicate timelines and updates to client service teams.
• Accountable for revenue and profitability of client accounts.
• Monitor project success in scope, budget, and client satisfaction.
• Onboard new clients with implementation plans.
• Grow client accounts through cross-selling opportunities.
• Maintain strong relationships with clients and carriers.
• Stay updated on insurance markets and compliance issues.
• Ensure accuracy of client data in CRM.

Requirements

• 3+ years of benefits consulting experience.
• Bachelor’s Degree preferred.
• Prior experience in a broker agency or benefit administration firm.
• Familiarity with employee benefits and group insurance products.
• Active life and health insurance license required.
• Proficient in Microsoft Office, especially Excel.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to thrive in a fast-paced environment.
• Excellent customer service skills.

Benefits

• Health, wellbeing, and retirement benefits.
• Paid time off and overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses.
• Employee perks and discounts.