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.

Senior Benefits Consultant

Benefits Consultant

Vice President

• Full ownership of the West Region Benefits Consulting team and its P&L
• Full ownership of budgets, goals and KPIs for the region, in collaboration with senior leadership.
• Full ownership for customer retention and satisfaction in the region.
• Full accountability in ensuring each team member delivers on the Bennie Consulting model, and identifying opportunities to improve the model wherever appropriate.
• Management of the West consulting team, including all Principal Consultants and the Consultants, Customer Experience Managers, and Analysts who report to them.
• Track and monitor applicable consulting and retention KPIs within the region and reporting team,
• Building & maintaining customer relationships both virtually and in person, and the willingness to travel to meet customers.
• Developing & maintaining relationships with industry partners (carriers, administrators, general agencies) that support consulting delivery.
• Identification and coordination of team member development and training in partnership with Brokerage Operations leadership.
• Partnership with Bennie interdepartmental leadership (Operations, Sales, Product, Engineering, Finance) to ensure team alignment with company-wide goals & initiatives

Senior Benefits Consultant

Benefits Consultant

Vice President, Benefits Consulting