Benefit Advisor

Description

We are actively seeking experienced Benefit Advisors to join our team. This is a business development and client-facing consulting role focused on health and welfare benefits, including medical, dental, vision, life, and disability insurance.

• Generate new revenue while building prospect relationships.
• Strategically plan with clients on current and future benefit needs.
• Proactively manage clients through renewals, cross‑selling, and implementation of new benefit platforms.
• Develop long‑term strategies, including plan design, alternative plans, cost analysis, wellness initiatives, and employee education and communication related to group health, dental, vision, life, disability, and related products.
• Work with clients to initiate, manage, and analyze the RFP process.
• Work with insurance vendors and underwriters to obtain quotes, negotiate benefits programs and rates, and determine appropriate carriers for clients.
• Recommend best benefit plans for clients based on plan analysis and vendor negotiation.
• Perform a variety of relationship management activities to maintain close contact with clients and deepen the relationships.
• Conduct employee enrollment meetings, facilitate new coverage and carrier implementation, answer benefit questions for employers and employees, and assist employers with benefits compliance.
• Ensure assigned service team is delivering exceptional and efficient service that meets the needs of the client.
• Understand when and how to utilize internal systems to benefit the client.
• Continue to look for ways to create new value by implementing best practices and improving workflows and business processes.

• Bachelor’s degree in business, finance, marketing, or related field.
• Indiana Life & Health Insurance License (or ability to obtain within 60 days).
• 5+ years in B2B sales, benefits consulting, or group insurance.
• Solid knowledge of group benefits products (medical, dental, vision, life, disability).
• Experience managing a sales pipeline and growing a book of business.
• Strong communication skills and confidence working directly with decision makers.
• Familiarity with benefits compliance and current market trends.
• Ability to travel up to 25% as needed.

• Impactful Work:
  Help employers build benefit strategies that work for their teams and budgets.
• Real advisory work:
  It’s not just quoting and spreadsheets. You’ll help employers solve real problems - cost containment, employee communication, and compliance - not just renewals.
• Long Term Focus:
  Build meaningful client relationships, not just one‑time transactions.
• Access to tools that make your job easier:
  From proposal platforms to benchmarking data, you’ll have resources to deliver results without reinventing the wheel.
• Dedicated service team support:
  You’re not alone after the sale. Our service team handles day to day client needs so you can focus on strategy, renewals, and growth - not paperwork.