Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.


  • Conduct meetings for open enrollment, pre-renewal, and quarterly review
  • Identify and develop client communication strategy and communication content
  • Deploy value-added services such as payroll solutions and bene-admin solutions
  • Review and maintain executed contracts, plan documents, summary plan descriptions, business associate agreements and amendments
  • Execute the marketing process for some prospective clients and renewals
  • Analyze and review proposals, provide recommendations to the Sales/Consulting team
  • Stay abreast of markets, products, and carrier competitiveness
  • Develop and maintain productive relationships with key personnel at TPA’s, carriers and vendors
  • Serve as primary contact to resolve issues regarding billing, claims, eligibility and escalated issues
  • Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)


  • Minimum of 3-5 years’ experience with client-facing customer service and/or marketing experience
  • An in-depth knowledge of the insurance brokerage business; preferably with medical benefit plans, stop loss and ancillary coverages
  • Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
  • Excellent verbal and written communication skills; professional presentation skills


  • Bachelor’s degree preferred
  • Life & Health license


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