Benefits Consultant - East Region

About the company

The company ( [link for members] ) is an employee benefits services and technology firm that helps companies create a healthier workplace. The company provides services and technology that are beyond what growing companies typically receive, yet exactly what they need.

The company has built the ultimate benefits platform that connects disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. The company’s technology, benefit plans, and service model are designed to enable employers and their employees to experience best-in-class outcomes that reduce overall health plan costs. The company’s team members use the platform and its data to supplement their market knowledge and bring innovative solutions to the company’s customers.

The company is headquartered in Stamford, CT, and is a remote-first company with employees across the U.S.

Core Values at the company

As an organization, we value our team members who are Optimistic , Accountable , Thoughtful , and Healthy . We believe these values, known as our O.A.T.H. , are essential for our collective success. The ideal candidate for this role will embody these values by:

• Maintaining a positive attitude throughout our journey of building our company.

• Being responsible for the quality of their work and for meeting their goals.

• Respecting our differences and looking out for one another.

• Believing in living  complete lives that balance our work and personal time.

About the Role

The Benefits Consultant is responsible for ongoing customer strategy, service, and retention. This includes assessing customer needs, managing relationships with insurance carrier and general agent partners, managing and placing customer benefit programs, and partnering with internal stakeholders to ensure customer success.

Reporting to: Principal Benefits Consultant

Who You Are: The ideal candidate should have experience working in benefits consulting, managing a book of customers, and working with insurance carriers & vendors to build benefit solutions for those customers. The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a fast-growing benefits brokerage and work with senior team members to help deliver exceptional consulting service and experience to the company’s customers.

The Benefits Consultant should exhibit the  six core attributes of the company consulting team:

• Possess a growth mindset to drive the business upward and forward.

• Take a proactive approach to value creation and delivery for customers, colleagues, and partners.

• Seize the consultative opportunity in every interaction with customers, colleagues, and partners.

• Maintain a curiosity about the industry, the company’s customers, and the company’s business.

• Bring relentless intensity to the creation of value.

• Work  collaboratively  with customers, colleagues, and partners.

Responsibilities include

• Take ownership and accountability for the success and retention of an assigned book of business.

• Lead and manage the execution of the company’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.

• Develop and execute the annual customer account plan specific for all assigned customers.

• Work collaboratively with other members of the consulting delivery team to support the development and implementation of strategic initiatives.

• Drive customer results and support team development for each individual consulting delivery team.

• Stay updated on industry trends, best practices and regulatory changes, and support education and enablement of customers regarding these developments.

• Collaborate with cross-functional teams, including but not limited to sales, tech operations, and product, to identify and support business development and operational improvement opportunities.

• Maintain strong relationships with all customers, strategic partners, and internal the company collaborators.

Requirements

• 3 to 5 years of benefits consulting experience, with a primary focus on managing complex client accounts across diverse market segments (small, mid-market, and large group).

• Demonstrated expertise in various funding mechanisms and deep knowledge of large-group regulatory compliance (ERISA, ACA, COBRA).

• Life & Health Producer’s License.

• Working knowledge of MS excel, Word, and PowerPoint.

Nice-to-Have

• Team leadership and/or project leadership experience

• Experience working with today’s leading HR/Benefits technology platforms

• Experience in both large- and small- group benefits consulting

Compensation & Benefits

We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD90,000 to USD125,000 *.

*Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. The company offers a total rewards package that includes stock options and employee benefits for full-time employees.

Our total rewards package includes the following

• Flexible Time Off: We have a flexible vacation policy and offer paid company holidays

• Remote-first environment: the company is 100% remote (must be based in the US)

• Health Benefits that include:

• Medical/Dental/Vision

• HSA & FSA, HRA, Life, Disability, & Employee Assistance Program

• Wellness Benefits that include:

• Headspace

• Wellhub

• Rocket Lawyer

• One Medical Membership

• Kindbody

• Financial education with Betterment

• Stock Options: All full-time employees are granted stock options

• Remote Work Stipend: A $1,000 WFH

• Paid Parental & Bonding Leave

• Employee Referral Bonus Program

The company is an Equal Opportunity Employer

The company is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.