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Senior Benefits Consultant

United States, Plano · Job Posted February 20, 2026
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Job Description

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

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