Licensed Benefits Advisor

You will guide small business owners through health benefits decisions, manage relationships with employer clients, assess needs, evaluate and recommend plans, support renewals and enrollment, explain insurance concepts, and provide timely service throughout the year.

Responsibilities

• Serve as the primary benefits contact for employer clients
• Guide clients through the renewal process
• Assess client needs
• Recommend coverage options and plans
• Provide guidance on health insurance concepts by phone and email
• Provide timely and accurate client support
• Meet SLAs and performance standards

Requirements

• 4+ years in a customer-facing role
• Health insurance or benefits experience preferred
• Active Life and Health Producer License
• Client portfolio management
• Client relationship management
• Client retention
• Service delivery
• Benefits communication

Benefits

• RSUs