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.