This position will be located to our agency locations in Canton, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.
Responsibilities:
- Serve as the primary strategic advisor for an assigned portfolio of employee benefits clients
- Build trusted relationships with HR leaders, business owners, and key decision-makers
- Conduct ongoing discovery to understand client goals, challenges, workforce dynamics, and business objectives
- Create confidence by helping clients evaluate options and make informed decisions
- Deliver a proactive service experience focused on long-term partnership and retention
- Lead development and execution of annual client service plans and strategic Roadmaps
- Facilitate stewardship, pre-renewal, renewal, and strategic planning meetings
- Guide discussions around plan design, funding strategies, employee engagement, compliance, and cost management
- Monitor progress against client goals and identify opportunities throughout the year
- Ensure key initiatives remain on track and stakeholders remain aligned
- Analyze benefit plan performance, claims information, benchmarking data, market trends, and workforce demographics
- Translate findings into actionable recommendations and strategic guidance
- Identify opportunities to improve plan performance, employee experience, and financial outcomes
- Lead renewal strategy development and recommendation discussions
- Possess a strong understanding of: Fully Insured Plans, Level-Funded Plans, Self-Funded Plans, Consumer-Driven Health Plans HSAs, FSAs, HRAs, and related account-based benefits
- Evaluate carrier options, contribution strategies, and funding approaches
- Collaborate with internal teams to develop recommendations aligned with client objectives
- Partner closely with Account Managers, Benefit Analysts, Compliance Specialists, and Carrier Partners
- Delegate and coordinate operational activities while maintaining accountability for client outcomes
- Support problem resolution and escalation management
- Share knowledge and contribute to a collaborative team culture
- Maintain working knowledge of employee benefits regulations and market developments
- Advise clients regarding ACA, ERISA, COBRA, HIPAA, Section 125, and related compliance considerations
- Monitor legislative and regulatory changes impacting clients
- Stay informed on industry trends and emerging benefits solutions
- Deliver educational presentations for employer groups and employees
- Create and present communications supporting open enrollment and benefit initiatives
- Simplify complex concepts into understandable recommendations
- Communicate confidently in both virtual and in-person settings
Qualifications:
- 5+ years of employee benefits consulting, brokerage, account management, or related experience
- Strong understanding of medical, dental, vision, life, disability, and voluntary benefit programs
- Bachelor's Degree preferred; High school required
- Experience with BenefitPoint, ImageRight, AMS360, Employee Navigator, or similar platforms preferred
- Experience presenting to executive leaders and business owners preferred
- Understanding of self-funded and alternative funding arrangements preferred
- Professional benefits designations such as CEBS, GBA, SHRM, PHR, or similar preferred
- Experience working with small and mid-sized employer groups
- Exceptional communication and presentation skills
- Ability to manage multiple priorities in a fast-paced environment
- Proven problem-solving and relationship management skills
- Active Life and Health insurance license (or ability to obtain)
Benefits:
- Compensation: $105,000/yr.
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
