Job Description:
• Client support
• Serve as a primary support contact for the collection, quoting, and presentation process for prospective and existing clients
• Assist with new client onboarding, implementation, and ongoing benefit administration coordination
• Create and maintain client-facing materials such as benefit guides, proposal comparisons, and enrollment documentation
• Monitor and follow up on open service issues to ensure timely resolution and a high level of client satisfaction
• Technology support
• Maintain accurate CRM records, including prospect/client activities, documentation, and pipeline updates
• Maintain and update benefit administration systems (e.g., Employee Navigator) and internal operational platforms
• Prepare insurance proposals using internal and carrier quoting platforms (fully insured, level-funded, and ancillary)
• Monitor quote status and proactively follow up with carriers, vendors, and internal stakeholders to ensure timely delivery
• Enrollment and renewal support
• Collect, organize, and manage documentation including census data, renewal materials, benefit plans, and underwriting requirements
• Support annual renewals by gathering updated data, coordinating timelines, and assisting with analysis and proposal development
• Coordinate enrollments, eligibility updates, and service requests with carrier and vendor partners
• Support open enrollment processes, including tracking deadlines, preparing materials, and assisting with client communications
Requirements:
• 2–5 years of experience in employee benefits, insurance operations, client support, or a related field
• Working knowledge of group health and ancillary benefit plans; exposure to quoting and renewal processes preferred
• Strong attention to detail with the ability to manage documentation, data accuracy, and multiple concurrent workflows
• Experience with CRM systems and benefit administration platforms (e.g., Employee Navigator) or similar tools
• Proficient in Microsoft Office (especially Excel) and comfortable learning new systems and technologies
• Ability to prioritize deadlines and manage competing priorities, particularly during renewal and enrollment cycles
• Strong organizational and follow-through skills with a proactive, problem-solving mindset
• Excellent communication and interpersonal skills with a focus on delivering high-quality client experience
• Collaborative team player who can coordinate effectively with internal teams, carriers, and external partners
• Desire to learn, grow, and develop within the employee benefits and client service career path.
Benefits:
• Competitive Compensation: Enjoy a competitive base salary and performance-based bonuses.
• Industry-Leading Benefit Plans: Medical & ancillary, fully-funded company provided pension plan, HSA, 401k, flexible PTO, and more.
• Comprehensive Training: We believe in setting you up for success. Benefit from comprehensive training programs to enhance your industry knowledge and sales skills.
• Supportive Environment: Join a supportive team that values collaboration, growth, and celebrating achievements together.
• Flexible Work Arrangements: We understand the importance of work-life balance. We offer flexible work arrangements to suit your lifestyle.
• Career Progression: Grow with us! We offer paths for career advancement based on your skills, dedication, and performance.