Head of Consulting, Brokerage

Posted Oct 30

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the overall direction, performance, and success of Benbase's consulting and brokerage operations.

• Align and shape the practice in accordance with the company strategy, growth objectives, and service standards.

• Provide executive oversight on client strategies, plan designs, renewals, funding strategies, carrier negotiations, and intricate benefits matters.

• Act as the senior advisor for the most significant client relationships and serve as the escalation point for complex client, carrier, and service issues.

• Direct the brokerage strategy, encompassing carrier relationships, vendor partnerships, underwriting philosophies, market positioning, and solution design.

• Develop and maintain partnerships with carriers and essential vendors.

• Keep abreast of market, legislative, and compliance changes.

• Lead, mentor, and nurture the consulting and brokerage team.

• Establish performance expectations and standards of accountability.

• Collaborate with senior leadership and HR on organizational development, recruitment, succession planning, and capability enhancement.

• Work together with account management and operations to guarantee a smooth client experience.

• Provide insights into market trends, client requirements, growth prospects, and organizational preparedness to inform company strategy.

• Design and enhance workflows, standards, and operational rhythms to ensure consistent, high-quality, and scalable execution.

• Ensure the execution of client deliverables, renewals, financial assessments, carrier negotiations, and internal coordination.

• Utilize technology, automation, and AI-driven tools to enhance efficiency, insights, and client experiences.

• Define performance indicators for team, client, and business effectiveness.


⛳️ Requirements

• Over 10 years of progressive experience in employee benefits, brokerage, consulting, or agency leadership.

• Senior leadership experience in a brokerage, consulting firm, or benefits practice.

• Possession of an active life and health insurance license.

• A bachelor's degree in a business-related discipline.

• Extensive knowledge of employee benefits consulting and brokerage, including plan design, funding strategies, renewals, underwriting, carrier strategy, and client advisory services.

• Demonstrated success in building, scaling, or managing a book of business, practice area, or brokerage operation.

• Strong commercial acumen across client, financial, and relational dynamics.

• Executive presence with exceptional written and verbal communication skills.

• Proven ability to lead high-performing teams and cultivate strong leaders in a dynamic, growth-focused environment.

• Capacity to create structure, enhance processes, and drive accountability without introducing unnecessary complexity.

• Proficient use of technology, automation, and AI to enhance operations and service delivery.

• Self-driven, reliable, and dedicated to maintaining the highest ethical standards.


🏝️ Benefits

• Competitive executive compensation.

• Significant equity in a rapidly growing company.

• 401(k) plan with employer matching.

• Access to live financial advisor support.

• Flexible Spending Account (FSA) and Health Savings Account (HSA) tax-saving options.

• Company-paid life and disability insurance.

• Comprehensive medical insurance.

• Dental insurance coverage.

• Vision insurance benefits.

• $0 cost Telehealth services.

• Enhanced Employee Assistance Program (EAP).

• Company-paid accident and critical illness insurance for individuals.

• Company contribution towards your Health FSA.

• Flexible Paid Time Off (PTO).

• Paid parental leave.

• Stipend for home office expenses.

• Monthly reimbursement for connectivity costs.

• Company contribution towards your Dependent Care FSA to assist with daycare expenses.

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