Lead Benefit Advisory Services Consultant

Job Description

Tri Net is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance.

Tri Net has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR.

Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. Tri Net always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody's perfect – and we encourage you to apply.

You may just be the right candidate for this or other roles.

A Brief Overview The Lead Benefit Advisory Services Consultant is an advanced professional individual contributor who applies broad benefits, insurance, renewal, and consultative expertise to complex client, prospect, and field-facing assignments. This role serves as a specialized subject matter expert and informal leader within Benefit Advisory Services, providing project leadership, coaching, and guidance to other consultants while partnering across Revenue, Customer Support, Insurance Services, and internal stakeholders to deliver consistent, compliant, and strategic benefits guidance.

The Lead Consultant helps shape scalable advisory practices, supports complex sales and renewal opportunities, and directly influences client satisfaction, retention, field enablement, and Tri Net's long-term growth objectives.

What you will do

• Serve as a lead benefits advisor for complex prospect and client opportunities, translating business needs, workforce considerations, contribution strategy, and Tri Net-sponsored benefit options into clear, compliant recommendations.
• Lead benefits consultation and education for Revenue teams, prospects, and clients, ensuring a high-quality experience while aligning guidance to regulatory requirements, market practices, and Tri Net standards.
• Provide project leadership for complex benefit advisory initiatives, including cross-functional process improvements, field enablement deliverables, critical vendor or carrier-related projects, and department priorities.
• Lead renewal execution activities, including review of plan changes, renewal rates, trends, pre-renewal questions, renewal extensions, client or field escalations, and applicable system testing or quality checks.
• Develop and deliver consultative collateral, plan comparison tools, field-facing resources, and benefits education that improve consistency, scalability, and decision quality across the Revenue and Insurance Services ecosystem.
• Serve as a primary subject matter expert in benefits support calls, benefit trainings, open enrollment meetings, renewal meetings, executive or leadership briefings, and virtual or in-person presentations.
• Coach, train, and provide guidance to less experienced Benefit Advisory Services Consultants, helping build team capability, consistency, and consultative rigor.
• Act as a key liaison within Insurance Services for escalated benefits advisory matters, process standards, cross-functional projects, and field enablement needs.
• Identify opportunities to improve advisory processes, tools, templates, and knowledge-sharing practices; recommend and help implement enhancements that support department and corporate goals.
• Maintain advanced knowledge of current and future Tri Net products, services, benefit offerings, compliance considerations, sales and renewal cycles, and market trends.
• Performs other duties as assigned.
• Complies with all policies and standards.

Education Qualifications

• Bachelor's Degree or equivalent experience required

Experience Qualifications

• Typically 8+ years of experience in group benefits, insurance sales, brokerage, general agency, carrier, benefits consulting, or a closely related benefits advisory function required.
• Typically 2+ years of account management, client-facing consulting, sales support, renewal strategy, or related consultative experience preferred.
• Typically 3+ years of experience in benefits administration, benefits customer support related to renewals or open enrollment, or client-facing benefits education preferred.

Skills and Abilities

• Advanced knowledge and…