Job Description

Employee Benefits Retention Business Consultant / Account Executive

📍 Location: Hybrid – 3 days in-office / 2 remote
💼 Industry: Insurance – Employee Benefits
💰 Salary: Up to $125K+ (based on experience)
🕒 Schedule: Full-time | Immediate Start Preferred
📅 PTO: 16 days starting + 11 holidays
🛡 Benefits: Medical, Dental, Vision, 401(k)

About the Role

We’re urgently hiring for an Employee Benefits Retention Business Consultant to join our growing team. This is a strategic, client-facing role that focuses on relationship management, client retention, and consulting — with the potential to grow into an Account Executive position.

You'll work closely with Benefit Consultants and support key employer groups across various lines of coverage, including Medical, Dental, Vision, Spending Accounts, Group Life & AD&D, Disability, and Voluntary Benefits.

Key Responsibilities

• Manage and retain a book of existing employee benefits clients

• Lead renewal strategy, negotiations, and carrier/vendor relationships

• Conduct pre-renewal and renewal meetings, claims utilization reviews, and compliance updates

• Build strong, multi-level client relationships — from executives to HR teams

• Present benefit strategies, compliance updates, and legislative information to clients

• Develop client communications and stewardship reports

• Conduct annual open enrollment meetings and support benefits-related tech tools

• Collaborate with producers to develop tailored benefit strategies and proposals

• Identify opportunities to introduce new products or service solutions

• Maintain detailed knowledge of market trends, compliance requirements, and best practices

What We're Looking For

• Licensing: Active Life & Health (L&H) license

• Experience: Minimum 8 years in employee benefits; self-funded experience highly preferred

• Strong understanding of benefit plan design, funding strategies, and compliance

• Comfortable presenting to clients and leading strategic conversations

• Tech-savvy with the ability to support clients using benefits technology solutions

• Strong communication, problem-solving, and client service skills

Soft Skills That Make You a Fit

• A true team player

• Hard-working and self-motivated

• Naturally collaborative

• Strategic thinker with a consultative mindset

• Personable and professional in client interactions

Perks & Benefits

• Salary: Up to $125K+ depending on experience

• 401(k): Available

• Medical, Dental & Vision Insurance

• Generous PTO: 16 days starting + 11 paid holidays

• Flexible Hybrid Schedule: 3 days in-office / 2 days remote

Ready to Make an Impact?

If you're passionate about employee benefits strategy and client retention, and looking to grow within a collaborative and forward-thinking team, we’d love to hear from you!

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