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The Senior Benefits Consultant serves as a Co-Service Leader with a tenured VP, Senior Benefits Consultant, both reporting to the Department Lead for a portfolio of six large, complex self-funded (ASO) clients, representing 10k-20k total employees with an average of 7k+ enrolled medical lives, with expected portfolio growth projected to double within 4–5 years. This is a highly client-facing, service-oriented role that demands strategic consulting, operational excellence, and the ability to lead all aspects of H&W benefits programming, plan performance, and engagement.
Job Responsibility:
Act as Co-Service Leader with a VP, Sr Benefits Consultant to oversee all aspects of service delivery across a high-value client portfolio
Lead and own the execution of day-to-day client needs, including proactive planning, responsive consultation, and timely resolution of issues
Serve as the primary operational and consultative liaison for HR/benefits leaders
Direct the planning, execution, and measurement of H&W benefit strategies in collaboration with clients and the team’s Financial Consultants
Present renewals, mid-year plan reviews, and strategic recommendations to client stakeholders
Evaluate program performance and cost trends to identify opportunities for improvement
Partner with the dedicated communications marketing designer to lead the direction, content strategy, and messaging for all employee-facing materials
Oversee carrier and vendor relationships, ensuring performance accountability, service alignment, and seamless execution
Lead and delegate RFP processes
Drive the planning and implementation of OE
Manage the project timeline, delegation, and cross-functional coordination
Collaborate with internal Compliance Team to monitor legislative and regulatory updates
Conduct final review and approval of all H&W-related materials and deliverables
Assess H&W program ROI, utilization, and gaps in existing benefit portfolios
Provide clear strategic direction and meaningful content to the internal team’s marketing communications designer
Collaborate cross-functionally with Benefit Analysts, Financial Consultants, Compliance, and Population Health Team, and Operations
Support business development and account growth through proactive planning, client trust, and strategic recommendations
Design and implement scalable service strategies to support the anticipated doubling of client size in the next 4–5 years
Requirements:
7+ years of progressive employee benefits consulting experience, with a strong focus on self-funded plans and service excellence
Bachelor’s degree from an accredited institution or similar working experience
Proven track record of managing complex ASO clients (5,000+ enrolled lives) across medical, Rx, dental, vision, life, disability, and supplemental benefits
Strong project management, organizational, and client-facing skills
Exceptional verbal and written communication skills
ability to present to executive stakeholders
Very proficient in Microsoft Office Suite, including PowerPoint (for client-facing presentations) and Excel (e.g., pivot tables, VLOOKUPs, basic modeling)
Strong analytical and critical thinking ability
Demonstrated judgment, attention to detail, and discretion with sensitive information
Ability to work both independently and collaboratively in a fast-paced, high-accountability environment
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more