Job Details

In this role, you'll support clients in understanding their benefit options and ensure they receive an exceptional experience from start to finish. This position focuses on client support, benefits guidance, and clear communication in a fully remote environment.

• Serve as a primary point of contact for clients regarding their employee benefits
• Explain benefit options including health, dental, vision, life, and supplemental plans in a clear, easy-to-understand way
• Recommend solutions tailored to clients' needs and help them make informed decisions
• Host virtual meetings to review benefits, plan updates, and enhancements
• Build strong client relationships and identify opportunities to expand the services they use
• Provide responsive support to ensure a smooth and positive client experience
• Collaborate with internal teams to ensure accurate information and timely responses
• Act as the main point of contact for clients regarding their employee benefits, including health, dental, vision, life, disability, and retirement plans.
• Help clients understand their benefit options, explain costs and features, and recommend solutions tailored to their organizational goals.
• Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment
• Stay up to date on benefits offerings, company processes, and industry trends

• Strong communication and presentation skills—you can explain complex information clearly
• Comfortable speaking with clients via phone and video (Zoom)
• Organized and detail-oriented, able to manage multiple client needs
• Basic experience with CRM systems or willingness to learn (e.g., Salesforce, Ease, Gusto)
• Self-motivated and able to work independently in a remote setting
• Positive attitude and willingness to learn