Manage an assigned employee benefits book of business, delivering high-quality service and overseeing renewals, implementations, and benefits administration.
Lead the account team, directing Account Coordinators to maintain productivity, accuracy, and service standards.
Serve as a trusted advocate for clients, coordinating with carriers and stakeholders to resolve issues and identify growth opportunities.
Develop new business opportunities and strengthen client partnerships through consultative sales strategies.
Achieve annual revenue goals by building a qualified sales pipeline and delivering compelling presentations.
Serve as a trusted advisor on employee benefits solutions, collaborating with internal teams to ensure client success.
Our partner specializes in employee benefits solutions, helping organizations navigate complex options to support their workforce. They foster a collaborative, performance-driven culture with a focus on client success and professional growth.
Build and maintain strategic relationships with key contacts at major employee benefits consulting organizations.
Leverage an established consultant network to increase awareness and generate new employer partnership opportunities.
Position products and capabilities to maximize inclusion in employer opportunities, RFIs, and RFPs.
Our partner is a mission-driven organization focused on expanding access to high-quality healthcare. They are a growth-oriented, collaborative company with a remote-first culture.
Build trusted relationships with key accounts and serve as primary point of contact for a portfolio of clients.
Manage day-to-day client operations, coordinate program activities, and deliver quarterly business reviews with strategic recommendations.
Monitor client satisfaction, proactively resolve issues, and identify opportunities to expand customer value.
They are a mission-driven team transforming the healthcare industry through innovative, data-driven solutions that improve patient outcomes while reducing costs. The company is a rapidly growing organization committed to innovation and service excellence.
Support benefits administration system implementations on the Employee Navigator platform.
Manage client expectations, project manage between vendors and carriers, and resolve system issues.
Assist with ACA processes, data auditing, and client training and demonstrations.
EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm headquartered in New York, founded in 2007, with over 3,000 employees nationwide. The company values Owner Mindset, Inspire Trust, Think Big, and Drive Results, and fosters a diverse, inclusive culture that invests in employee growth.
Delivers independent client support, handling complex service tasks and supporting renewals with limited oversight.
Serves as a technical resource for HRIS and enrollment platforms, benefits communications, and standard reporting.
Responds to complex client questions and manages defined lifecycle tasks while informally guiding peers.
IMA Financial Group is an independent insurance brokerage that provides a wide range of insurance and financial solutions. The company is large enough to serve clients globally but small enough to implement ideas quickly, and it has been recognized as a Best Place to Work by multiple publications and as one of the fastest-growing companies.
Own end-to-end client relationships as the primary contact, leading meetings and managing daily communication with Director, VP, and C-suite stakeholders.
Translate client feedback and business objectives into clear direction for internal teams, partnering with project management and operations to align priorities and remove blockers.
Monitor account health, identify risks, and present executive-level reports using performance data to drive client satisfaction and retention.
Our partner company specializes in innovative digital marketing programs for enterprise-level clients, working across media, product, and operations. They offer a fast-paced, multi-account environment with a collaborative culture and an AI-powered hiring process through Jobgether.
Manage all aspects of client personal insurance needs, from information gathering to policy administration.
Explain coverages, suggest enhancements, and resolve customer inquiries.
Maintain client relationships, handle account records, and process renewals and endorsements.
Hilb Group is a Top 25 middle-market independent insurance broker offering property & casualty, employee benefits, HR consulting, and retirement services. The company provides the resources of a big broker with personal service, and values trust, passion, integrity, and growth.
Lead day-to-day administration and service delivery for retirement plans.
Serve as primary point of contact for retirement plan and wealth clients.
Conduct participant education sessions on retirement planning and investments.
The Olson Group is an employee benefits consulting firm specializing in retirement planning and group insurance plans. Since 2003, they have maintained a 90% client retention rate, emphasizing outstanding customer service.
Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing.
Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions.
Trucordia is an insurance brokerage offering an unrivaled combination of people, tools, and solutions. They have more than 5,000 team members across 200 offices and are one of the fastest-growing companies in the U.S., with a culture that celebrates individual successes and collective accomplishments.
Guide US and global clients from pre-contract to go-live, building playbooks and workflows for seamless onboarding.
Own the program end-to-end, including kickoff calls, SSO setup, milestone tracking, and client communication.
Act as a trusted advisor to HR leaders, designing engagement strategies that drive utilization.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to financial planners. The company is venture-backed, has raised over $35M, and fosters a fast-paced, growth-focused culture.
Handle inbound calls and warm leads to convert prospects into policyholders.
Use sales expertise to consult customers on insurance needs and match coverages.
Represent the Liberty brand with integrity and a customer-centric focus.
Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. With a large workforce and a culture focused on inclusion and professional development, they offer comprehensive benefits and flexible work arrangements.
Research, prioritize, and plan for proactive development of accounts in the territory.
Collaborate with the consultant relations manager and Strategic Market Leader to plan for consultant education and relationship development.
Lead sales efforts from prospecting through close, working closely with Marketing and Sales Development teams to drive demand.
Modern Health is a mental health benefits platform for employers, offering a global mental health solution with one-on-one, group, and digital resources. Backed by investors like Kleiner Perkins and Y Combinator, the company has raised over $170 million and is a hyper-growth, fully remote workforce with a culture centered around high empathy and high accountability.
Manage and oversee all aspects of employee benefit plans, including health insurance, dental, vision, and retirement plans.
Conduct new employee benefits orientation and assist with open enrollment and life event changes.
Ensure compliance with federal and state regulations such as ACA, ERISA, and COBRA.
Ambient Enterprises is an umbrella company for 25 industry leaders in the custom HVAC market, providing product expertise and operational support. The company offers a collaborative environment as part of an incredible HR team.
Lead, coach, and mentor a remote sales team to achieve high performance.
Engage with clients via virtual consultations to explain benefits and coverage.
Work with qualified company-provided leads to drive business growth.
Our partner company provides benefits and insurance solutions to clients across the United States through virtual consultations. They foster a positive, accountable, and high-performing culture with a strong emphasis on leadership development and professional growth.
Deliver excellent customer experience by building rapport, understanding needs, and providing knowledgeable support in a fast-paced environment.
Answer incoming calls, service existing accounts, educate customers on coverage, and resolve policy, billing, and account questions.
Quote additional insurance products, complete applications, meet performance objectives, and maintain knowledge of insurance products and regulations.
Our partner is a company providing insurance customer service and support across the United States. They offer a collaborative work environment focused on customer service, teamwork, and employee development with opportunities for growth.
Reconcile benefit deductions, upload vendor bills, and perform monthly benefit audits to ensure accuracy.
Assist with HSA, COBRA, STD pay processes, employee inquiries, and updating Benefits webpages.
Consistently look for ways to improve system efficiencies and support Wellness Program communications.
GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better decisions and minimize risk. Since 2011, the company has grown to over 1,200 employees, built strategic partnerships, and serves as a trusted advisor to more than 6,200 customers with a strong culture and collaborative environment.
Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
Train clients on systems and resources, and cross-sell products to deepen relationships.
Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.
Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships.
Develop a deep understanding of LearnLux's product and value proposition to educate consultants effectively.
Serve as a feedback loop to internal teams and collaborate with sales to support strategic plans and prospecting efforts.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to Certified Financial Planner™ professionals. As a remote-first startup backed by prominent investors, we foster a supportive, inclusive team culture focused on employee growth and wellbeing.