Sales and Implementation Representative II

About the Role

Employee Benefits Corporation is hiring for a Sales and Implementation Representative II
. In this role, you will serve as a strategic partner to our Regional Sales Directors while leading clients through a successful onboarding and implementation experience. You'll play a key role in driving business growth, building strong client and broker relationships, and ensuring a seamless transition from sale through operational launch and ongoing service.

Work where you work best - either hybrid from our Middleton, WI office or remotely from Wisconsin, Arizona, Florida, Indiana, Minnesota, North Carolina, Oklahoma, or Texas. Occasional travel (about 15% nationally) is expected for meetings, training, and client engagements.

Employee Benefits Corporation (EBC) is a trusted, national third‑party administrator with decades of experience delivering consumer‑driven benefit solutions. We combine deep industry expertise and exemplary service with a bold vision for the future – where technology is thoughtfully applied to enable an intuitive user experience and elevate how consumers engage with their benefits.

• Partner with Regional Sales Directors to support business development activities, including pipeline management, lead generation, broker engagement, and sales opportunity tracking.
• Collaborate with clients, brokers, and internal teams to develop client‑focused solutions, support proposals and presentations, and guide plan design discussions.
• Lead all implementation activities from contract execution through account setup, first payroll, first funding cycle, and successful transition to Client Services.
• Manage onboarding projects by coordinating cross‑functional teams, facilitating implementation meetings, monitoring timelines, and ensuring all milestones are achieved.
• Provide consultative guidance on products, services, system functionality, and implementation best practices while proactively identifying and resolving onboarding challenges.
• Build and maintain strong relationships with clients, brokers, and internal stakeholders to support client satisfaction, retention, and long‑term success.

• Bachelor's degree in Business, Communications, Human Resources, or a related field; equivalent education and experience may be considered.
• Four or more years of experience in client onboarding, implementation, account management, client success, or a related field.
• Experience serving as a primary client contact and leading customers through onboarding, implementation, and transition activities.
• Strong project management, organizational, analytical, and problem‑solving skills with the ability to manage multiple priorities and deadlines.
• Excellent verbal, written, and interpersonal communication skills, including the ability to build relationships and influence stakeholders.
• Proficiency with CRM platforms, Microsoft Office applications, and virtual meeting and collaboration tools.
• Willingness and ability to travel up to 15%.

• Knowledge of COBRA and tax‑advantaged benefit programs.
• Experience in benefits administration, the health insurance industry, or working with insurance brokers and carriers.
• Experience supporting complex client implementations in a highly regulated environment.

• A welcoming, collaborative team culture where every voice matters.
• Competitive pay and comprehensive benefits, including employee ownership.
• A culture built on clarity, empathy, and continuous improvement.
• Continuous learning and career development to help you grow as we invest in future‑ready solutions and seamless user experiences.
• Flexible work options designed to support a healthy work‑life balance.