Posting Description

Summary:

Are you a strategic employee benefits professional who enjoys building trusted client relationships and influencing business decisions? As an Employee Benefits Consultant, you'll serve as the primary advisor for a portfolio of clients, helping employers design, manage, and optimize their employee benefits programs. You'll lead client strategy, renewal planning, and ongoing consulting initiatives while partnering with internal teams to deliver outstanding service! This role blends relationship management, benefits expertise, financial analysis, and problem-solving, offering the opportunity to make a meaningful impact on both client success and business growth. This position is ideally based in Austin, Texas, where team members participate in a hybrid work environment that balances in-person collaboration with flexibility. However, we are open to considering exceptional candidates outside the market for a fully remote arrangement.

Key Responsibilities:

Client Management

• Responsible for ongoing client satisfaction. Ensure clients receive timely and effective solutions to their needs, fostering long-term relationships.
• Be accountable to retain clients, ensuring their continued satisfaction and loyalty. Implement strategies to maintain high client retention rates and address any issues promptly.
• Focus on growing current clients, making sure their needs are fulfilled and looking for opportunities to expand. Absorb new clients into the book, providing them with exceptional service and support.
• Serve as the main strategic point of contact, addressing their needs and concerns. Provide clients with consistent and reliable support, ensuring their satisfaction and loyalty.

Strategic Planning

• Take charge of accounts within the book of business, making strategic decisions to optimize benefits for clients. Develop and implement innovative approaches to enhance client benefits and satisfaction.
• Identify and drive opportunities for client expansion, exploring new benefit options and solutions. Proactively seek ways to improve client offerings and add value to their benefit plans.

Financial Management

• Be responsible for running a book of $500k-5 million dollars of annual revenue. Ensure financial targets are met and optimize revenue streams through effective client management.

Team Collaboration

• Collaborating with the Account Manager Team on annual execution of core work, ensuring all deliverables are met.
• Coordinate and lead all aspects of the completion of key projects and initiatives throughout the year.
• Collaborate closely with the Managing Consultant and Producer to ensure the success of each account. Work together to align strategies and goals, ensuring seamless service delivery.

Industry Knowledge

• Stay informed about industry trends, new strategies, and cutting-edge solutions. Continuously update knowledge to provide clients with the latest and most effective benefit options.
• Provide thought leadership and innovative solutions to clients, positioning the company as a leader in the industry. Share insights and expertise to help clients navigate complex benefit landscapes.

Knowledge, Skills, and/or Abilities:

• Strong understanding of benefits administration, industry trends, and carrier products and services.
• Proven track record to manage client relationships and anticipate client needs.
• Excellent communication skills, both written and oral.
• Advanced Excel and PowerPoint skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving abilities.
• Passion for developing and building strength and capabilities in a team.

Education and/or Experience:

• 6+ years of experience in employee benefits or a related field. Preferably a bachelor's degree.

Certificates, Licenses, Registration:

• Life & Health Insurance License

Physical Demand:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 - $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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