Senior Voluntary Benefits Consultant: Client Strategy

Mercer; Milwaukee (WI); Hybrid; USD 119,000 - 238,000; Full time

Job summary

Mercer’s Voluntary Benefits Practice is seeking a Senior Voluntary Benefits Consultant to lead client strategy and collaborate across teams. This hybrid role values leadership, independence, and excellent client communication.

You will manage a large book of business, craft sales and retention strategies, and deliver tailored product recommendations while leveraging AI and technology-enabled tools.

Qualifications

• Bachelor’s Degree required.
• Voluntary Benefits subject matter experience required.
• Strong voluntary benefits product, process and market knowledge.
• 5+ years’ experience as a Consultant with background in Client Management or Sales.
• Current Life/Health License or ability to obtain within 6 months of hire.
• Strong collaboration and team-focused skills (relationship building).

Responsibilities

• Maintain and expand a large to mid-sized book of business containing larger or nuanced accounts across various industries or specialties and may contribute to the sales work for complex, high-priority accounts owned by senior colleagues.
• Develop the sales and retention strategy for client accounts leveraging an in-depth understanding of client needs, market trends and product and service offerings.
• Conduct robust client analyses to create customized product and solution recommendations.
• Address escalated issues in a timely and effective manner and work to ensure relationships are in a positive standing and delivering on promised timelines and deliverables.
• Actively engage and nourish relationships and professional networks within client organizations.
• Attend and participate in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the company.
• Thrive and be motivated by an environment that embraces AI and technology-enabled tools.

Skills

Client management

Sales experience

Leadership

Communication skills

Industry knowledge

Education

Bachelor’s Degree

Job description

Mercer’s Voluntary Benefits Practice is seeking a Senior Voluntary Benefits Consultant to lead client strategy and collaborate across teams. This hybrid role values leadership, independence, and excellent client communication.

You will manage a large book of business, craft sales and retention strategies, and deliver tailored product recommendations while leveraging AI and technology-enabled tools.