Principal Benefits Consultant



Accounting & Finance
Posted on Saturday, September 2, 2023

About Bennie

Bennie ( is an employee benefits broker and platform that helps companies create a healthier workplace. We provide technology and services that are beyond what growing companies typically receive, yet exactly what they need. Bennie is building the ultimate benefits platform by connecting disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Our technology, benefit plans, and service model are designed – first and foremost – with the employee in mind. Bennie was founded in May 2019 and is headquartered in Stamford, CT. Bennie is a remote-first company with offices in New York, NY and Denver, CO.

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 the Senior Manager, Benefits Consulting, 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 a startup 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.


  • 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.


  • 6 to 8 years of experience leading the benefit consulting delivery for a book of business.
  • Bachelor’s degree or equivalent experience.
  • Experience working with self-funded benefit programs.
  • Experience in both large- and small- group benefits consulting.
  • Experience working with today’s leading HR/Benefits technology platforms.
  • Life & Health Producer’s License.
  • Working knowledge of MS excel, Word, and PowerPoint.

Nice to Have:

  • Team leadership and/or project leadership experience.