Bennie

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.

Benefits Consultant, Select Market

Financial Planning and Analysis

• Navigate carrier portals for data acquisition and development of client financial reporting dashboards
• Assist in building and updating Consulting-related tools and templates
• Work collaboratively with our consulting and sales teams to provide financial related support
• Create ad-hoc analyses for informed client decisions
• Prepare financial analyses and exhibits for customer presentations
• Support the peer review process for data accuracy
• Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams
• Effectively manage multiple projects while meeting deadlines
• Develop strong relationships with cross-functional teams and third party solution partners

Benefits Consultant, Select Market

Financial Consulting Analyst