Employee Benefits Consultant

Bespoke Benefits; United States; Remote; USD 85,000; Full time

Job summary

An innovative start-up is seeking a Benefits Consultant to join their passionate team. In this role, you'll work directly with small business clients to create impactful benefits packages that truly support their employees. You'll take charge of managing relationships, ensuring renewals, and implementing a client consulting model that delivers exceptional service. This position offers a dynamic environment where you can grow your career while making a significant difference in the lives of others. If you're ready to contribute to a meaningful mission and thrive in a fast-paced setting, this opportunity is for you.

Benefits

Flexible vacation

Medical insurance

Dental insurance

Vision insurance

401(k) plan

HSA plans

Parental leave

Remote worker stipend

Opportunity for career growth

Dynamic start-up environment

Qualifications

• 3+ years experience as a benefits consultant or 5+ years in a supporting role.
• Licensed for Life & Health insurance.

Responsibilities

• Manage 200 - 300 clients, owning relationships and renewals.
• Create and execute account plans for smooth operations.

Skills

Client Relationship Management

Consultative Selling

Industry Knowledge

Communication Skills

Excel

Salesforce

Education

Bachelor's Degree

Tools

Excel

Salesforce

Job description

Get AI-powered advice on this job and more exclusive features.

Small businesses face enough challenges. Bespoke Benefits is a full-service brokerage that simplifies the complexities by offering personalized plans that prioritize your employees’ well-being without breaking the bank. Think of us as your partner in care, navigating the best options so you can focus on growing your business while we handle the details. With expert guidance, flexible options, and a commitment to your success, we make it easy for you to protect what matters most—your people.

We’re on the lookout for a Benefits Consultant to join our tight-knit crew. You’ll be working directly with awesome small business clients, helping them put together benefits packages that really work for their employees. If you’re ready to make a big impact in a fast-growing start-up, let’s chat.

Responsibilities:

1. Taking the lead on your own set of 200 - 300 clients—owning relationships, renewals, and everything in between.
2. Building and implementing an engaging client consulting model with care and precision to deliver top-tier service.
3. Creating and executing account plans that keep things running smoothly year-round.
4. Partnering with other team members to bring big-picture strategies to life.
5. Keeping up with the latest industry news and sharing what you learn with clients.
6. Collaborating with sales, ops, product—you name it—to improve how we work and grow.
7. Building strong connections with clients, partners, and fellow teammates.
8. Maintaining accurate client records in all applicable systems (such as Salesforce).
9. Identify and pursue cross-sell and up-sell opportunities for your assigned book of business.

Requirements:

1. 3+ years of experience running your own book of business as a benefits consultant, or 5+ years in a supporting role on a benefits team.
2. A bachelor’s degree (or real-world experience that stacks up).
3. You’re licensed for Life & Health.
4. Comfortable using Excel, Word, and PowerPoint—basically, the usual suspects.

Benefits:

1. Flexible vacation
2. Medical, Dental, and vision insurance
3. 401(k) and HSA plans
4. Parental leave
5. Remote worker stipend
6. Opportunity for career growth
7. Dynamic start-up environment

Salary: $85,000/ year

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Consulting

Industries

Insurance Agencies and Brokerages and Hospitals and Health Care