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Vp, senior benefits consultant

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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Responsibility

  • Responsible for employee benefits account management responsibilities. This includes day to day client contact
  • Utilizes technical expertise to retain present clients
  • Administers marketing and renewal functions
  • Assist clients with daily service functions
  • Assists Team Lead in servicing the financial consulting needs of the employee benefit clients
  • Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis
  • All responsibilities that fall within the Senior Account Executive and Senior Financial Executive career tracks
  • Fully manage book of business, retention and growth
  • Development and execution of client benefit strategy
  • Independently advises clients on all areas of compliance
  • Proficient level of compliance, benchmarking, renewal & marketing, reporting & analytics, and able to perform these functions with little guidance
  • Strategic resource, financial strategy lead and client escalations
  • Monitor/prepare and review monthly financial reports, send to clients with analysis of activity and large claim detail
  • Prepare proficient level financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc
  • Develop proficient level reporting requirements and any deviations or customizations in those reports
  • Leads client meetings, presentations and onboarding new clients
  • Participate in market meetings, seminars and training programs
  • Provide guidance/training to Consultants/Account Managers and Analysts
  • May become a Team Leader, managing other Consultants/Account Managers/Analysts, etc.

Requirements

  • Minimum of 4 year degree or equivalent work experience required
  • 9+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
  • 4+ years financial experience
  • Proficient with MS Office Suite
  • Microsoft Excel – Strong to expert level skills required
  • Ability to maintain a high level of confidentiality
  • Excellent verbal and written communication skills
  • Strong analytical and critical thinking ability
  • Ability to work independently
  • Detail oriented with excellent organizational skills
  • Must obtain and maintain active Life/Accident and Health Insurance Agent License
  • This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

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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