Future Opportunities: Licensed Benefits Advisor

About the Role

As a Licensed Dedicated Advisor, you'll guide small business owners through one of the most important decisions they make for their teams: health benefits. You'll build lasting relationships with your clients, help them understand their options, and guide them through benefits decisions with clarity and confidence.

Responsibilities

• Serve as the primary benefits contact for a portfolio of small group employer clients
• Guide clients through the full renewal process , from assessment of needs, plan evaluation, selection through enrollment support
• Proactively assess client needs and recommend coverage options (dental, vision, life, disability, HSA/FSA) and plans (SGHI, Level Funded, LGHI) that best fit their teams
• Provide clear, approachable guidance on health insurance concepts via phone and email
• Ensure clients receive timely, accurate support that meets their needs throughout the year
• Meet SLAs and performance standards in a fast-paced, deadline-driven environment

Requirements

• Minimum 4+ years in a customer-facing role; health insurance or benefits experience preferred
• Active Life and Health Producer License
• Experience supporting a client portfolio or managing ongoing client relationships
• A track record of strong client retention and service delivery
• Clear communicator who can simplify complex benefits concepts
• Self-starter who thrives with autonomy and adapts well to change

Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.