Senior Benefits Strategy Lead

Jobtailor; Plano (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Jobtailor in Plano, TX seeks an experienced Employee Benefits Consultant to lead a high-value client portfolio and oversee service delivery across ASO programs. You will direct open enrollment, renewals, vendor relations, and strategy implementation, collaborating with Compliance, Finance, and Marketing to ensure ROI and client satisfaction.

The role requires 7+ years in benefits consulting, strong project management, and advanced Excel/PowerPoint skills.

Qualifications

• 7+ years of progressive employee benefits consulting experience, with a strong focus on self-funded plans and service excellence.
• Bachelor's degree from an accredited institution or similar working experience
• Proven track record of managing complex ASO clients (5,000+ enrolled lives) across medical, Rx, dental, vision, life, disability, and supplemental benefits
• Strong project management, organizational, and client-facing skills
• Exceptional verbal and written communication skills; ability to present to executive stakeholders
• Very proficient in Microsoft Office Suite, including PowerPoint (for client-facing presentations) and Excel (e.g., pivot tables, VLOOKUPs, basic modeling)
• Strong analytical and critical thinking ability
• Demonstrated judgment, attention to detail, and discretion with sensitive information
• Ability to work both independently and collaboratively in a fast-paced, high-accountability environment.

Responsibilities

• Act as Co-Service Leader with a VP, Sr Benefits Consultant to oversee all aspects of service delivery across a high-value client portfolio.
• Lead and own the execution of day-to-day client needs, including proactive planning, responsive consultation, and timely resolution of issues.
• Serve as the primary operational and consultative liaison for HR/benefits leaders, working to anticipate challenges and identify opportunities to improve service and program performance.
• Direct the planning, execution, and measurement of H&W benefit strategies in collaboration with clients and the team's Financial Consultants.
• Present renewals, mid-year plan reviews, and strategic recommendations to client stakeholders.
• Evaluate program performance and cost trends to identify opportunities for improvement, efficiency, and expansion of offerings.
• Partner with the dedicated communications marketing designer to lead the direction, content strategy, and messaging for all employee-facing materials—including Open Enrollment campaigns, benefit guides, FAQs, and digital assets.
• Ensure communication strategies are tailored to client workforce demographics, sensitive topics, and engagement goals.
• Oversee final content review to ensure alignment with client strategy, compliance requirements, and tone/style guidelines.
• Oversee carrier and vendor relationships, ensuring performance accountability, service alignment, and seamless execution.
• Lead and delegate RFP processes, including the evaluation of carrier capabilities, financial competitiveness, and operational fit.
• Drive the planning and implementation of OE, from carrier readiness and employee communications to HR training and post-enrollment analysis.
• Manage the project timeline, delegation, and cross-functional coordination to ensure a seamless OE experience.
• Collaborate with internal Compliance Team to monitor legislative and regulatory updates.
• Deliver actionable compliance guidance to clients and ensure proper documentation and governance.
• Conduct final review and approval of all H&W-related materials and deliverables to ensure accuracy, alignment, and consistency.
• Assess H&W program ROI, utilization , and gaps in existing benefit portfolios; recommend enhancements or new solutions based on client objectives and market trends.
• Continuously bring forward emerging solutions and best practices to evolve client programs.
• Provide clear strategic direction and meaningful content to the internal team's marketing communications designer, ensuring that employee education materials are aligned with client goals, resonate with diverse employee populations, and drive engagement across benefits programs.
• Collaborate cross-functionally with Benefit Analysts, Financial Consultants, Compliance, and Population Health Team, and Operations to ensure an integrated, high-quality client experience.
• Support business development and account growth through proactive planning, client trust, and strategic recommendations.
• Design and implement scalable service strategies to support the anticipated doubling of client size in the next 4–5 years.

Skills

Employee benefits consulting

Self-funded plans

Project management

Client-facing communication

Analytical skills

Microsoft Excel

Microsoft PowerPoint

Content strategy development

RFP process management

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft PowerPoint

MS Office

Job description

Jobtailor in Plano, TX seeks an experienced Employee Benefits Consultant to lead a high-value client portfolio and oversee service delivery across ASO programs. You will direct open enrollment, renewals, vendor relations, and strategy implementation, collaborating with Compliance, Finance, and Marketing to ensure ROI and client satisfaction.

The role requires 7+ years in benefits consulting, strong project management, and advanced Excel/PowerPoint skills.