Principal Benefits Consultant - West Region

About Bennie

Bennie (www.bennie.com) is an employee benefits services and technology firm that helps companies create a healthier workplace. Bennie provides services and technology that are beyond what growing companies typically receive, yet exactly what they need.

Bennie has built the ultimate benefits platform that connects disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Bennie’s technology, benefit plans, and service model are designed to enable employers and their employees to experience best-in-class outcomes that reduce overall health plan costs. Bennie’s team members use the platform and its data to supplement their market knowledge and bring innovative solutions to Bennie’s customers.

Bennie is headquartered in Stamford, CT, and is a remote-first company with employees across the U.S.

Core Values at Bennie

As an organization, we value our team members who are Optimistic, Accountable, Thoughtful, and Healthy. We believe these values, known as our O.A.T.H., are essential for our collective success. The ideal candidate for this role will embody these values by:

• Maintaining a positive attitude throughout our journey of building our company.
• Being responsible for the quality of their work and for meeting their goals.
• Respecting our differences and looking out for one another.
• Believing in living complete lives that balance our work and personal time.

About the Role:

The Principal Benefits Consultant has leadership responsibility for the consulting strategy, service, and delivery for all customers in the Principal book of business. As a people manager, the Principal serves as the leader for the assigned consulting delivery team, composed of Senior Benefits Consultants, Benefits Consultants, Customer Experience Managers, and Benefits Consulting Analysts. The Principal Consultant provides strategic guidance to ensure exceptional customer results and satisfaction, and the achievement of Bennie’s business objectives, across the assigned consulting delivery team.

Reporting to: VP, Benefits Consulting

Who You Are: The Principal Benefits Consultant possesses a deep understanding of employee benefit programs and benefit technology, strong leadership abilities, and a proven track record in building strategic relationships and leading exceptional consulting service delivery. The ideal candidate is excited to join growing brokerage firm and work with senior team members to help deliver exceptional consulting service and experience to Bennie’s customers.

The Principal Benefits Consultant should exhibit the core attributes of the Bennie consulting team:

1. Possess a growth mindset to drive the business upward and forward.
2. Take a proactive approach to value creation and delivery for customers, colleagues, and partners.
3. Seize the consultative opportunity in every interaction with customers, colleagues, and partners.
4. Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business.
5. Bring relentless intensity to the creation of value.
6. Take ownership of one’s impact and influence on customers, colleagues, and partners
7. Work collaboratively with customers, colleagues, and partners.
8. Act with compassion in every interaction, every time.

Responsibilities include:

• Take ownership and accountability for the success and retention of an assigned book of business and consulting delivery team.
• Lead and manage the execution of Bennie’s consulting model across the assigned consulting delivery team, ensuring 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.
• Collaborate with the Senior Manager to drive team development for the 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, data 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.
• Conduct regular performance evaluations of team members, providing feedback, coaching, and guidance to drive professional development and excellence.
• Other duties as assigned.

Requirements:

• 5 to 10 years of benefits consulting experience, with a primary focus on managing complex client accounts across diverse market segments (small, mid-market, and large group).
• Proven experience managing and mentoring a team of direct reports
• Proven 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.
• Demonstrated proficiency with AI productivity tools and comfort with prompts that support efficient work processes.

Nice to Have:

• Team leadership and/or project leadership experience.
• Experience working with today’s leading HR/Benefits technology platforms.

Compensation & Benefits:

Our total rewards package includes the following:

• Flexible Time Off: We have a flexible vacation policy and offer paid company holidays
• Remote-first environment: Bennie is 100% remote (must be based in the US)
• Health Benefits that include:
• Medical/Dental/Vision
• HSA & FSA, HRA, Life, Disability, & Employee Assistance Program
• Wellness Benefits that include:
• Headspace
• Wellhub
• Rocket Lawyer
• One Medical Membership
• Kindbody
• Financial education with Betterment
• Stock Options: All full-time employees are granted stock options
• Remote Work Stipend: A $1,000 WFH Stipend is accessible within your first 30 days of employment.
• Paid Parental & Bonding Leave
• Employee Referral Bonus Program

Bennie is an Equal Opportunity Employer

Bennie is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.