Posting Description

Summary: We are seeking a strategic and client-focused Employee Benefits leader to oversee a book of business while driving client satisfaction, retention, and revenue growth. This role serves as a trusted advisor to clients, partnering closely with producers, leadership, carriers, and internal teams to deliver exceptional service, identify growth opportunities, and provide innovative benefits solutions. The ideal candidate is a strong relationship builder with a deep understanding of employee benefits, shown leadership experience, and a track record of mentoring high-performing teams. This individual will balance client consulting, business development, and team management responsibilities while fostering a collaborative culture focused on service excellence, operational efficiency, and long-term client success.

Essential Duties and Responsibilities:

• Serves as Account Executive on client portfolio; serves as critical issue point and lead consultant, as needed, for other clients within the portfolio.
• Accountable for client retention with a focus on revenue growth through cross sell and upsell.
• Develops relationships with clients partnering with producers and executive sponsors to ensure client satisfaction.
• Reviews account roster monthly outlining growth opportunities and at-risk clients, sharing findings with the Practice Leader.
• Works collaboratively with Growth Leaders on new business and cross sell opportunities, assists with prospecting activities.
• Utilizes NFP regional and national tools and resources for client services and deliverables.
• Collaborates on strategies for clients, sharing new products and services with team members and peers.
• Maintains strong relationships with carriers and vendors; engages in negotiations as necessary to achieve results.
• Manages team of consultants by providing clearly defined roles and responsibilities.
• Supervises team members for adherence to NFP policies, procedures and service scopes.
• Mentors and coaches team members and provides opportunities for them to set goals, grow and develop in their careers.
• Assigns and manages workloads for team members.
• Subject matter expert and point of escalation for team members.
• Maintains a culture of collaboration, trust and transparency.
• Aids with talent recruitment, participates in interviews and hiring decisions.
• Communicates regularly and effectively with team members and with senior leadership, sharing important updates and addressing problems promptly.
• Collaborates with shared services team on client deliverables, timelines and innovation.
• Shares standards across the market, the region and nationally, as appropriate.

Knowledge, Skills, and/or Abilities:

• Knowledge of employee benefits with a passion for the business and its evolution
• Strong communication and presentation skills
• Self-starter that can manage to deadlines and outcomes
• Leader with ability to effectively manage a team and demonstrates emotional intelligence
• Internal and external relationship and sales skills
• Analytical skills
• Organizational Skills
• Excel and PowerPoint skills

Education and/or Experience:

• BA/BS preferred
• Typically more than 10 years of industry experience
• 8+ years of benefits consulting experience required.

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 $119,100 - $190,600 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.