Benefit Advisor

Job Description

A Benefit Advisor is part of a three person team including the Account Manager, and Implementation Manager. A Benefit Advisor develops and advises client accounts with 20 to 100 employees with their medical, dental, life and disability benefit plans and programs.

Duties and Responsibilities:

  • Attends team and development meetings
  • Develops base for potential clients utilizing agency resources.
  • Submits coverage specifications and obtains quotes from carriers.
  • Works closely with carriers and vendors as primary source for information on market trends, pricing, and underwriting.
  • Directs preparation of client proposals, reporting, and presentations.
  • Assists with developing employee communications for clients at open enrollment.
  • Helps client with compliance using agency tools
  • Assists with client calls or emails to resolve service or claims concerns.
  • Cultivates relationships and has retention goals
  • Generally requires assistance with more complex problems from a consultant.


Job Requirements

  • Bachelor’s degree preferred with 1 or more years of related experience or high school diploma with 3 or more years of experience with client coordination and/or claims management experience.
  • Working knowledge of Microsoft Office applications especially proficient with Excel
  • Critical thinking, good judgment, communication, and listening skills
  • Ability to multi-task, prioritize, and meet deadlines
  • Must be a team player
  • Ability to work independently
  • Must be willing to execute Ventris confidentiality and non-disclosure agreement.
  • State Health & Life license must be obtained.
  • Bilingual Spanish not required but preferred.


Hours are 8:00-5:00 Monday through Friday. Commission pay with salary base dependent upon experience. A full benefits package is offered.