Bennie

• Navigate carrier portals for data acquisition and development of client financial reporting dashboards • Assist in building and updating Consulting-related tools and templates • Work collaboratively with our consulting and sales teams to provide financial related support • Create ad-hoc analyses for informed client decisions • Prepare financial analyses and exhibits for customer presentations • Support the peer review process for data accuracy • Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams • Effectively manage multiple projects while meeting deadlines • Develop strong relationships with cross-functional teams and third party solution partners

• Full Stack Development: Hands on contribution to code bases. Develop, maintain, and test robust and scalable backend microservice applications and front-end micro UI while ensuring optimal performance and user experience. • Architectural Design: Contribute to the architectural decisions of our software solutions, considering scalability, security, and maintainability. • Collaboration: Work closely with product managers, designers, and other stakeholders to understand requirements and provide technical insights. Peer review code of other developers on the agile team. • Mentorship: Mentor and guide junior developers, fostering their growth and contributing to a collaborative team culture. • Continuous Learning: Stay updated on industry trends, emerging technologies, and best practices to drive innovation within the team.

• Lead and manage the service relationship and strategy for assigned customers, ensuring the delivery of high-quality service experiences and customer satisfaction. • Support execution of the annual customer account plan for all assigned customers. • Work collaboratively with the consulting delivery team to support the creation and development of key consulting deliverables. • Lead customer open enrollment presentations. • Work collaboratively with other members of the consulting delivery team to support the development and implementation of strategic initiatives. • 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. • Other duties as assigned.

• Take ownership and accountability for the success and retention of an assigned book of business. • Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the 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. • Drive customer results and support team development for each individual 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, tech 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.

• Take ownership and accountability for the success and retention of an assigned book of business. • Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the 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. • Drive customer results and support team development for each individual 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, tech 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.

• Take ownership and accountability for the success and retention of an assigned book of business. • Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the 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. • Drive customer results and support team development for each individual 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, tech 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.

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 Benefits Consultant is responsible for ongoing customer strategy, service, and retention. This includes assessing customer needs, managing relationships with insurance carrier and general agent partners, managing and placing customer benefit programs, and partnering with internal stakeholders to ensure customer success. Reporting to: Principal Benefits Consultant Who You Are: The ideal candidate should have experience working in benefits consulting, managing a book of customers, and working with insurance carriers & vendors to build benefit solutions for those customers. The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and 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 Benefits Consultant should exhibit the six core attributes of the Bennie consulting team: - Possess a growth mindset to drive the business upward and forward. - Take a proactive approach to value creation and delivery for customers, colleagues, and partners. - Seize the consultative opportunity in every interaction with customers, colleagues, and partners. - Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business. - Bring relentless intensity to the creation of value. - Work collaboratively with customers, colleagues, and partners. Responsibilities include: - Take ownership and accountability for the success and retention of an assigned book of business. - Lead and manage the execution of Bennie’s consulting model for assigned customers, ensuring the 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. - Drive customer results and support team development for each individual 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, tech 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. Requirements: - 3 to 5 years of benefits consulting experience, with a primary focus on managing complex client accounts across diverse market segments (small, mid-market, and large group). - Demonstrated expertise in various funding mechanisms and deep knowledge of large-group regulatory compliance (ERISA, ACA, COBRA). - Bachelor’s degree or equivalent experience. - Life & Health Producer’s License. - Working knowledge of MS excel, Word, and PowerPoint. Nice-to-Have: - Team leadership and/or project leadership experience - Experience working with today’s leading HR/Benefits technology platforms - Experience in both large- and small- group benefits consulting Compensation & Benefits: We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD90,000 to USD125,000*. *Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. Bennie offers a total rewards package that includes stock options and employee benefits for full-time employees. 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.

• Partner with Benefits Consultants to evaluate needs and recommend vendor solutions to meet key business requirements • Stay up to date with technologies and providing updates on new features of vendor partners • Assist Bennie clients and prospects with identifying potential platform partners and participating in demos • Assist Bennie Benefits Consultants with platform configuration • Complete ben admin system audits to ensure configuration accuracy • Resolve complex ben admin issues related to plan configuration, reporting, and enrollment management • Ensure EDI and API connections are established for Consulting book of business • Own regular touch points with top ben admin partners • Maintain internal resources used to document ben admin service & processes • Identify and own miscellaneous projects with ben admin partners that drive service efficiency

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 attitudethroughout our journey of building our company. - Being responsible for the qualityof their work and for meeting their goals. - Respecting our differencesand looking out for one another. - Believing in living complete lives that balance our work and personal time. About the role: The Benefits Technology Consultant is responsible for providing expertise in HR/Benefits technology platforms to advise in vendor evaluations and ensure the platform’s configuration best delivers services needed. The Benefits Technology Consultant is tasked with serving as a subject matter expert in benefits administration platforms for our Benefits Consultants, partnering with clients during the evaluation of HR/Benefits technology solutions, and working with ben admin vendors to implement enrollment processes. The ideal candidate is someone enthusiastic about technology and its use to enhance the benefits experience, with strong communication and problem-solving skills. Responsibilities include: - Partner with Benefits Consultants to evaluate needs and recommend vendor solutions to meet key business requirements - Stay up to date with technologies and providing updates on new features of vendor partners - Assist Bennie clients and prospects with identifying potential platform partners and participating in demos - Assist Bennie Benefits Consultants with platform configuration - Complete ben admin system audits to ensure configuration accuracy - Resolve complex ben admin issues related to plan configuration, reporting, and enrollment management - Ensure EDI and API connections are established for Consulting book of business - Own regular touch points with top ben admin partners - Maintain internal resources used to document ben admin service & processes - Identify and own miscellaneous projects with ben admin partners that drive service efficiency Requirements: - High School Diploma - 2+ years of experience in benefits administration and HRIS technology Nice-to-have: - Experience working with Benefits brokers - Experience in training/enablement Compensation: We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD85,000 to USD100,000*. *Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. Bennie offers a total rewards package that includes stock options and employee benefits for full-time employees. 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 includes: - Medical/Dental/Vision - HSA & FSA, HRA, Life, Disability, & Employee Assistance Program - Wellness Benefits that includes: - 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.

• Full ownership of the West Region Benefits Consulting team and its P&L • Full ownership of budgets, goals and KPIs for the region, in collaboration with senior leadership. • Full ownership for customer retention and satisfaction in the region. • Full accountability in ensuring each team member delivers on the Bennie Consulting model, and identifying opportunities to improve the model wherever appropriate. • Management of the West consulting team, including all Principal Consultants and the Consultants, Customer Experience Managers, and Analysts who report to them. • Track and monitor applicable consulting and retention KPIs within the region and reporting team, • Building & maintaining customer relationships both virtually and in person, and the willingness to travel to meet customers. • Developing & maintaining relationships with industry partners (carriers, administrators, general agencies) that support consulting delivery. • Identification and coordination of team member development and training in partnership with Brokerage Operations leadership. • Partnership with Bennie interdepartmental leadership (Operations, Sales, Product, Engineering, Finance) to ensure team alignment with company-wide goals & initiatives