Benefits Analyst - East Region

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Bennie The Benefits Analyst at Bennie manages customer strategy, service, and retention by assessing needs and partnering with insurance carriers. This role involves managing benefit programs and collaborating with internal stakeholders to ensure customer success.

Responsibilities

The Benefits Consultant is responsible for ongoing customer strategy, service, and retention. This includes assessing customer needs, managing relationships with insurance carrier and general agent partners, managing and placing customer benefit programs, and partnering with internal stakeholders to ensure customer success.
Reporting to: Principal Benefits Consultant
Take ownership and accountability for the success and retention of an assigned book of business.
Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the delivery of high-quality benefit consulting services, and exceptional customer results and satisfaction.
Develop and execute the annual customer account plan specific for all assigned customers.
Work collaboratively with other members of the consulting delivery team to support the development and implementation of strategic initiatives.
Drive customer results and support team development for each individual consulting delivery team.
Stay updated on industry trends, best practices and regulatory changes, and support education and enablement of customers regarding these developments.
Collaborate with cross-functional teams, including but not limited to sales, tech operations, and product, to identify and support business development and operational improvement opportunities.
Maintain strong relationships with all customers, strategic partners, and internal Bennie collaborators.

Qualification

Maintain a curiosity about the industryWork collaboratively with customersLife & Health Producer’s LicenseWorking knowledge of MS excel

Required

The Benefits Consultant should exhibit the six core attributes of the Bennie consulting team:
Possess a growth mindset to drive the business upward and forward.
Take a proactive approach to value creation and delivery for customers, colleagues, and partners.
Seize the consultative opportunity in every interaction with customers, colleagues, and partners.
Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business.
Bring relentless intensity to the creation of value.
Work collaboratively with customers, colleagues, and partners.
3 to 5 years of benefits consulting experience, with a primary focus on managing complex client accounts across diverse market segments (small, mid-market, and large group).
Demonstrated expertise in various funding mechanisms and deep knowledge of large-group regulatory compliance (ERISA, ACA, COBRA).
Life & Health Producer’s License.
Working knowledge of MS excel, Word, and PowerPoint.
Team leadership and/or project leadership experience