Senior Benefits Consultant

Seeking a remote SR AE working working on large groups within a national private equity practice. This role is being the first chair for private equity firms and their portfolio clients.

The Account Executive (AE) is a client-facing benefits strategist responsible for leading consulting and renewal strategy for mid-market clients and supporting strategy execution on large and national accounts (1-10k+ lives)

The AE partners with the Client Executive/Producer to execute strategy, translating strategic direction into actionable plans, coordinating deliverables, and supporting financial storytelling and client presentations.

Across all clients, the AE leads alignment between strategy, financial analysis, and execution—while providing direction to the service team to ensure a consistent, high-quality client experience. This role is a key leadership position within the service model, operating as a player-coach and building toward full consulting autonomy.

Essential Duties and Responsibilities (include but are not limited to):

• Client Service Oversight & Relationship Management
• Lead the overall client experience for assigned accounts, ensuring alignment between strategy, service delivery, and client expectations
• For mid-market clients, serve as the primary strategic contact, leading client conversations and guiding decision-making
• For large clients, support the SBC and Producer in client engagement, ensuring follow-through and clarity of execution
• Conduct regular client meetings to ensure satisfaction, alignment, and proactive planning
• Build and maintain strong, trust-based relationships with client stakeholders
• Drive client retention by identifying opportunities to strengthen relationships and expand services
• Provide guidance to the Client Service Team in resolving client concerns and take ownership of complex or escalated issues