Head of Consulting, Brokerage

Job not on LinkedIn

🔥 1 hour ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👻 Ghost score 15%

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Benbase, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

🛡️ Insurance

👥 HR Tech

☁️ SaaS

💰 $5.3M Seed Round on 2024-08

Insurance • HR Tech • SaaS

Benbase is an AI-powered employee benefits brokerage that pairs smart automation with real licensed advisors to deliver better benefits with less administrative burden. Its platform uses AI agents to automate repetitive, rules-based tasks — plan comparison, enrollment, compliance, bill audits, and administration — while experienced benefits professionals provide judgment and customer-facing expertise. Benbase serves small and mid-sized employers (roughly 5–500 employees) across startups, nonprofits, schools, and trades, and is based in the San Francisco Bay Area, offering nationwide service.

📋 Description

• Own the overall direction, performance, and success of Benbase's consulting and brokerage business • Shape and align the practice to company strategy, growth goals, and service standards • Provide executive-level oversight on client strategy, plan design, renewals, funding approaches, carrier negotiations, and complex benefits issues • Serve as the senior advisor on highest-impact client relationships and senior escalation point for complex client, carrier, and service matters • Lead brokerage strategy, including carrier relationships, vendor partnerships, underwriting philosophy, market positioning, and solution design • Build and sustain partnerships with carriers and key vendors • Monitor market, legislative, and compliance developments • Lead, mentor, and develop the consulting and brokerage team • Set performance expectations and accountability standards • Partner with senior leadership and HR on organizational design, hiring, succession planning, and capability building • Collaborate with account management and operations to ensure a seamless client experience • Contribute to company strategy with insights on market direction, client needs, growth opportunities, and organizational readiness • Design and strengthen workflows, standards, and operating rhythms for consistent, high-quality, scalable execution • Ensure execution across client deliverables, renewals, financial reviews, carrier negotiations, and internal coordination • Leverage technology, automation, and AI-enabled tools to improve efficiency, insight, and client experience • Establish performance indicators for team, client, and business performance

🎯 Requirements

• 10+ years of progressive experience in employee benefits, brokerage, consulting, or agency leadership • Senior leadership experience within a brokerage, consulting firm, or benefits practice • Active life and health insurance license • Bachelor's degree in a business-related field • Deep knowledge of employee benefits consulting and brokerage, including plan design, funding approaches, renewals, underwriting, carrier strategy, and client advisory work • Proven track record building, scaling, or running a book of business, practice area, or brokerage operation • Strong commercial judgment across client, financial, and relationship dynamics • Executive presence and exceptional written and verbal communication • Proven success leading high-performing teams and developing strong leaders in a fast-paced, growth-oriented environment • Ability to build structure, improve processes, and drive accountability without creating unnecessary complexity • Fluent use of technology, automation, and AI to improve operations and service delivery • Self-motivated, dependable, and committed to the highest ethical standards

🏖️ Benefits

• Competitive executive compensation • Meaningful equity in a rapidly scaling company • 401(k) with employer matching • Live financial advisor support • FSA and HSA tax-saving options • Company-paid life and disability insurance • Medical insurance • Dental insurance • Vision insurance • $0 Telehealth • Enhanced Employee Assistance Program (EAP) • Company-paid accident and critical illness for individuals • Company contribution to your Health FSA • Flexible PTO • Paid parental leave • Home office stipend • Monthly connectivity reimbursement • Company contribution to your Dependent Care FSA to help with day care

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