Employee Health & Benefits Advisor

About the role

Under the guidance of the Principal / Director, Employee Health & Benefits Division, this position is responsible for developing new accounts and retention of existing business.

Responsibilities

• Responsible for development of new business as agreed upon.
• Develop strong client / business relationships with the senior management of the client.
• Coordinate and execute servicing of the client within the scope of the services available within the Department.
• Provide the Principal / Director with Business Production status reports in accordance with the requests made in the quarterly review.
• Support the maintenance of the Agency Management System.
• Establish and maintain good file maintenance.
• Attend Departmental and Sales meetings as required.
• Establish training needs of support staff and coordinate training needs with Principal / Director; stay involved with training as appropriate.
• All other duties as assigned.

Requirements

• College graduate with a minimum of five to ten years group health or benefits product sales experience through brokerage companies.
• Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, maintain the required certification through continuing education.
• Able to work and make decisions related to clients with minimal guidance from the Department Manager.
• Strong technical Employee Health & Benefits background with an emphasis on attention to details.
• Strong written and verbal communication skills, including excellent oral presentation skills.
• Willing to participate as a leader and contributor on the sales and service team.
• Familiar with the local Employee Health & Benefits marketplace.
• Maintain a valid California driver’s license and reliable transportation.
• Knowledge of personal computing with the ability and willingness to learn and use all required computer programs.
• Ability to operate standard office equipment: telephone, copier, fax, and personal computer.
• Dependable and a team player.
• Maintain client confidentiality.
• Above average ability to problem-solve.

Work Environment & Physical Demands

• 15% - 30% travel may be required. Trips ranging from one day to one week, both in and out of state.
• Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday and may extend into the evening.
• Office environment, except during periods of travel.

Pay

The applicable base salary range for this role is $67,500 to $125,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Benefits

We offer a competitive total rewards package which includes:

• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs