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[Bespoke Benefits]: Employee Benefits Consultant

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Anywhere

Offer summary

Qualifications:

3+ years of experience as a benefits consultant or 5+ years in a supporting role on a benefits team., A bachelor's degree or equivalent real-world experience., Licensed for Life & Health insurance., Proficient in Excel, Word, and PowerPoint..

Key responsibilities:

  • Manage relationships and renewals for a portfolio of 200 - 300 clients.
  • Develop and implement client consulting models to provide exceptional service.
  • Create and execute account plans to ensure smooth operations year-round.
  • Collaborate with team members to enhance strategies and improve workflows.

Sana logo
Sana Insurtech: Insurance + Technology Scaleup http://www.sanabenefits.com/
51 - 200 Employees
See all jobs

Job description


Who is Bespoke Benefits?  

Small businesses face enough challenges. Bespoke Benefits is a full-service brokerage that simplifies the complexities by offering personalized plans that prioritize your employees’ well-being without breaking the bank. Think of us as your partner in care, navigating the best options so you can focus on growing your business while we handle the details. With expert guidance, flexible options, and a commitment to your success, we make it easy for you to protect what matters most—your people.

We’re on the lookout for an Employee Benefits Consultant to join our tight-knit crew. You’ll be working directly with awesome small business clients, helping them put together benefits packages that really work for their employees. If you’re ready to make a big impact in a fast-growing start-up, let’s chat.

Responsibilities:
  • Taking the lead on your own set of 200 - 300 clients—owning relationships, renewals, and everything in between.
  • Building and implementing an engaging client consulting model with care and precision to deliver top-tier service.
  • Creating and executing account plans that keep things running smoothly year-round.
  • Partnering with other team members to bring big-picture strategies to life.
  • Keeping up with the latest industry news and sharing what you learn with clients.
  • Collaborating with sales, ops, product—you name it—to improve how we work and grow.
  • Building strong connections with clients, partners, and fellow teammates.
  • Maintaining accurate client records in all applicable systems (such as Salesforce).
  • Identify and pursue cross-sell and up-sell opportunities for your assigned book of business.

    • Requirements:
  • 3+ years of experience running your own book of business as a benefits consultant, or 5+ years in a supporting role on a benefits team.
  • A bachelor’s degree (or real-world experience that stacks up).
  • You’re licensed for Life & Health.
  • Comfortable using Excel, Word, and PowerPoint—basically, the usual suspects.

    • Benefits:
  • Flexible vacation
  • Medical, Dental, and vision insurance
  • 401(k) and HSA plans
  • Parental leave
  • Remote worker stipend
  • Opportunity for career growth 
  • Dynamic start-up environment 

    •

    Required profile

    Experience

    Industry :
    Insurtech: Insurance + Technology
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Benefits AdministrationCustomer Relationship ManagementSalesforceCross-SellingAccount ManagementUpsellingClient Services

    Other Skills

    • Teamwork
    • Collaboration
    • Communication
    • Problem Solving
    Are you interested?

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