Serve as the primary strategic partner and trusted advisor for assigned clients
Develop a deep understanding of each clients business objectives, workforce strategy, and benefits philosophy
Design and recommend competitive, cost-effective Health and Welfare benefit solutions
Lead and manage the annual renewal process, including plan analysis, vendor evaluation, and negotiations
Provide ongoing consultative support, including claims/funding updates, compliance guidance, and emerging trends
Develop long-term benefits strategies for larger clients (100+ employees)
Organize and lead regular client meetings and presentations
Identify opportunities to enhance client relationships and expand services
Collaborate with underwriting, account management, and client service teams to ensure consistent service delivery
Support new business efforts and cross-selling initiatives
Maintain accurate documentation and updates within CRM and internal systems

Bachelors Degree in HR, Risk Management/Insurance, Health Policy, or related field
Minimum 3 years of health benefits experience
Strong knowledge of fully insured and self-funded plans, including funding strategies, carrier/TPA evaluation, claims analysis, stop-loss, and compliance (ACA, HIPAA, Section 125)
Active Life & Health license
Professional designations (REBC, GBA, CEBS) preferred or in progress
Strong ability to build and maintain relationships with executive-level stakeholders
Excellent communication, presentation, and consultative skills
Proven ability to influence cross-functional teams
Highly organized with strong problem-solving and decision-making capabilities
Comfortable with business technology and reporting tools

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)

Mid-Market and Large Group Benefits Consultant

Key skills