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Remote Benefits Representative (Work From Home) Globe Life:Olusegun Organization
Globe Life: American Income Division
Remote benefits advisor job
We are seeking a Remote Benefits Representative to join our team! You will be responsible for expanding the company's book of business by providing various types of insurance policies to new and existing clients via zoom. This position is fully remote!
Bilingual: French and Spanish speakers to better serve our diverse client base.
A Benefits Representative at Globe Life (AIL division) is responsible for:
1. Educating Clients - Explaining insurance benefits and policies to clients, ensuring they understand their coverage options.
2. Customer Service - Assisting policyholders with claims, policy updates, and any questions about their benefits.
3. Sales & Enrollment - Meeting with potential clients, assessing their needs, and enrolling them in suitable insurance plans.
4. Building Relationships - Developing and maintaining relationships with clients to ensure long-term satisfaction and retention.
5. Lead Management - Working with company-provided leads to set up appointments and present benefit options.
6. Remote Consultations - Conducting virtual meetings to assist clients with their benefit selections.
7. Compliance & Documentation - Ensuring all paperwork and client interactions follow company and industry regulations.
Qualifications:
Previous experience in insurance, customer service, or other related HR fields is a plus
Ability to build rapport with clients
Strong negotiation skills
Excellent written and verbal communication skills
Ability to prioritize and multitask
$30k-42k yearly est. 3d ago
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Benefits Representative - In Office
The Whittingham Agencies
Benefits advisor job in South Vienna, OH
Crafting Brighter Futures for Businesses & Families across the US
At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
Unlimited Earning Potential: Your dedication determines your earnings*.
Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.
* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
$65k yearly 12d ago
Life Insurance Benefits Advisor - Remote (Ohio)
The Weatherspoon Agency-TWA Career
Remote benefits advisor job
Life Insurance BenefitsAdvisor - Remote (38 states)
Employment Type: Full-Time
Looking for a Remote Career With Stability, Purpose, and Growth?
The Weatherspoon Agency (TWA) is expanding in Ohio and is actively hiring Remote Benefits Enrollment Agents to primarily serving union members and their families.
For over 70 years, our organization has specialized in providing supplemental life and insurance protection benefits to working-class families through labor unions and associations nationwide. We operate in a 100% union-based environment, serving tens of thousands of organized workers and millions of policyholders across the country. Including the large organizations of the AFL-CIO, UAW, IBT, Teamsters, IBEW, and AFSCME.
Our clients include union members and families in industries such as:
Manufacturing & Skilled Trades
Utility & Energy Workers
Government & Municipal Employees
First Responders & Public Service Professionals
Transportation, Logistics, and Industrial Workers
Our benefits and policy options are reviewed and often selected in collaboration with union and association boards or advisory groups. These benefits are made available to members through their individual union or association membership.
Why Join The Weatherspoon Agency?
✅ No Cold Calling
We work exclusively with members who respond directly and request outreach, ensuring all conversations are member-initiated and permission-based.
✅ Warm Leads Provided - At No Cost (and they are good leads....)
All leads are supplied by the agency. No prospecting. No out of pocket expenses.
✅ Strong Earning Potential
Competitive income, commissions, performance bonuses, and long-term residual income.
✅ Clear Career Advancement
Structured paths into leadership and management with mentorship and support.
✅ Training & Licensing Support
No prior life insurance experience required. We provide training and assist with Ohio and Georgia's life insurance licensing.
✅ 100% Remote
Work from home while serving Ohio and Georgia union families statewide.
Key Responsibilities
Meet virtually with union members who have requested benefits information
Explain available life insurance and supplemental benefit options
Help families understand and enroll in coverage that fits their needs
Build long-term, trust-based relationships with policyholders
Maintain Ohio resident and Georgia non-resident licensing and compliance requirements
What We're Looking For
✔ US Resident (required)
✔ Strong communication skills and professionalism
✔ Self-motivated and organized in a remote environment
✔ Coachable and open to structured training
✔ Life insurance license required - we assist with the process
No prior insurance background needed.
Experience in customer service, sales, trades, military, public service, or union environments is always a plus.
About The Weatherspoon Agency
The Weatherspoon Agency is a captive agency specializing in union-based supplemental benefits.
Our mission is simple: protect working-class families and provide meaningful career opportunities for our agents.
Recognized nationally for culture and growth
Long-term renewals and residual income model
Leadership development and professional advancement
Stable, recession-resistant industry serving essential workers
How to Apply
📩 Submit your resume today.
Qualified applicants will receive a follow-up email and text with links to:
1️⃣ A brief career overview video (role, compensation, expectations)
2️⃣ A virtual interview scheduling link
Take the first step toward a stable, purpose-driven remote career serving Ohio and Georgia's union families.
The Weatherspoon Agency is an Equal Opportunity Employer. We value diversity and are committed to an inclusive workplace.
$45k-82k yearly est. Auto-Apply 13d ago
Benefits, Advisor
Peraton 3.2
Remote benefits advisor job
Responsibilities
We're seeking a highly motivated BenefitsAdvisor to serve as a key expert on our Health & Welfare and Leave programs. This senior individual contributor role provides high‑level oversight, project leadership, and guidance across the Benefits function.
Responsibilities:
Partner with the Benefits Manager to support and enhance Health & Welfare and Leave programs
Lead complex benefits projects, including open enrollment, evaluation of new benefits/programs, vendor implementations, communication campaigns, and other key initiatives
Provide expert guidance to Benefits team members, HRBPs, and leaders
Resolve escalated or complex employee benefit issues with accuracy, care, and sound judgment
Hold vendors accountable to high service standards and drive continuous improvement in processes and service delivery
Conduct advanced data analysis and routine audits to ensure accuracy and data integrity
Recommend and implement process improvements to elevate the employee experience
Contribute to benefits communications, employee education, and enhancements to new‑hire orientation
Manage completion of specialized benefits documentation and regulatory forms
Qualifications
Bachelors degree + 8 years of in‑depth benefits experience in health & welfare and leave of absence
12+ years of relevant experience may be considered in lieu of degree.
Excellent attention to detail, strong project management skills, and a collaborative, solutions‑oriented approach
Ability to thrive in a complex, dynamic environment
Experience in a mid‑ to large‑sized organization
Strong analytical skills, including advanced Excel proficiency
Excellent written and oral communication and customer service skills
Ability to work independently, manage competing priorities, and influence without authority
Experience in government contracting, fast‑growth environments, or M&A is a plus
Bachelor's degree in HR, Business, Healthcare, or related field preferred
Peraton Overview
Peraton is a next-generation national security company that drives missions of consequence spanning the globe and extending to the farthest reaches of the galaxy. As the world's leading mission capability integrator and transformative enterprise IT provider, we deliver trusted, highly differentiated solutions and technologies to protect our nation and allies. Peraton operates at the critical nexus between traditional and nontraditional threats across all domains: land, sea, space, air, and cyberspace. The company serves as a valued partner to essential government agencies and supports every branch of the U.S. armed forces. Each day, our employees do the can't be done by solving the most daunting challenges facing our customers. Visit peraton.com to learn how we're keeping people around the world safe and secure.
Target Salary Range $86,000 - $138,000. This represents the typical salary range for this position. Salary is determined by various factors, including but not limited to, the scope and responsibilities of the position, the individual's experience, education, knowledge, skills, and competencies, as well as geographic location and business and contract considerations. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. EEO EEO: Equal opportunity employer, including disability and protected veterans, or other characteristics protected by law.
$86k-138k yearly Auto-Apply 7d ago
WFH Insurance Benefits Advisor
Ao Globe Life
Remote benefits advisor job
Employment Type: Full-Time | Flexible Schedule Compensation: $90,000-$120,000/year Extras: Weekly Pay | Equity Opportunity | Bonus Program | Vested Renewals
AO Globe Life is hiring experienced professionals to serve veterans and their families through virtual benefit consultations. This is a fully remote role that offers schedule flexibility, structured training, and the opportunity to make a real impact-without cold calling or prospecting. All leads are warm and pre-scheduled.
Key Responsibilities
Host scheduled virtual consultations via Zoom
Explain supplemental life, accident, and health benefit options with clarity
Guide clients through the enrollment process and ongoing policy support
Maintain accurate digital records and ensure regulatory compliance
Attend weekly training sessions, team development meetings, and leadership workshops
What We Offer
Fully remote role-available to U.S.-based candidates only
Flexible scheduling and autonomy over your day
Weekly pay on a commission basis
Pre-qualified leads only-no cold calling or outreach
Paid training and licensing support provided
Vested renewals for long-term income potential
3% equity opportunity at qualifying performance levels
Monthly and quarterly performance bonuses
Supportive and structured leadership development program
Ideal Candidate Qualifications
Background in benefits advising, sales, or client service
Excellent virtual communication and interpersonal skills
Organized, coachable, and mission-driven
Proficient with Zoom, CRM tools, and digital documentation platforms
Passion for serving veterans and their families is highly valued
Requirements
Must be authorized to work in the U.S.
Must have a reliable internet connection
Must use a Windows-based laptop or PC with webcam access
About AO Globe Life
With more than 70 years of service, AO Globe Life partners with unions, credit unions, and veteran-focused organizations to deliver supplemental benefits to working-class families across the country. We are committed to integrity, impact, and agent success through a fully remote infrastructure.
Apply now to build a purpose-driven career that aligns with your experience and values.
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
None
Clearance Level Must Be Able to Obtain:
None
Public Trust/Other Required:
NACI (T1)
Job Family:
Business Development
Job Qualifications:
Skills:
Stakeholder Engagement, Strategic Direction, Strategic Initiative
Certifications:
None
Experience:
5 + years of related experience
US Citizenship Required:
No
Job Description:
GDIT's Federal Health Team is hiring a Benefits Administration Strategic Initiatives Director to support associated programs and products.
The Strategic Initiatives Director is responsible for aligning strategic directions for the implementation, configuration, development, and support services to a broad Veterans Affairs Benefits Administration (VBA) Modernization program.
This position is a remote role but must be willing and able to travel up to 25% to customer and senior leadership meetings.
In this role you will collaborate with management, as well as client-facing business, financial, operational staff, and associated IT groups. Provide support for the pursuit of new opportunities, as well as planning, acquisition, management, and implementation of systems and applications necessary to support the clinical, business, financial, and operational needs. Provide leadership, guidance and business re-engineering recommendations for the development, acquisition, implementation, integration, and support of complex applications and system software.
HOW YOU WILL MAKE AN IMPACT:
Drive strategic initiatives to ensure organization's continued growth and profitability while creating and maintaining customer intimacy. Works with internal stakeholders to improve business operations, work with external sub-contractors to ensure requirements are clearly defined a delivery is at the highest level
Oversees collaboration of internal stakeholders to identify, examine and to convey the strategic value of partner prospects
Provides strategic support, leadership and value to pursue new VBA opportunities
Provides foresight for the development of strategic road maps for VBA opportunities and current projects by engaging sector management team through promoting working group level exchanges between the key executive leadership, partners and division level resources
Identifies, develops and prioritizes opportunities for VBA systems
Acts as a strategic liaison between internal and external stakeholders during operations, implementations and pursuit activities
Provides high level collaborative interfaces with external consultants, industry associations and organizations to maintain awareness of industry, products and implementation standards
Oversees portfolio reshaping activities as required
Responsible for providing guidance, organizational roadmap, staffing alignment, shaping, and other activities typical of program pursuits or implementations
Responsible for leading, managing and supporting Agency objectives/priorities by applying rigorous methodology that ensures systems are developed and/or implemented based on specific criteria. Incorporating standards for resiliency, user satisfaction, flexibility, reusability, scalability, and performance.
Ensure that proposals or deliverables on a program align with the agency's priorities and GDIT's processes
Develop and maintain strong relationships in industry. Including close relationships with customers, partners, IT management, and staff (where appropriate) to provide cost effective systems that meet customer needs.
Strong quantitative skills in financial analysis and business case development
Provide consultation as appropriate with a benefits systems perspective.
Develops, maintains, and supports policies and procedures regarding application development and data management.
Sets management priorities, oversees all formalized project and strategic plans related to VBA systems.
Establishes methodologies for the implementation and/or development of state-of-the art software systems to ensure systems meet quality, industry, and customer satisfaction standards.
Establishes standards and guidelines to ensure effective communication and coordination among all stakeholders.
Provides strategic direction for VBA, and recommends future projects based on recent trends in Veteran benefits, and technology industries. Investigate the use of new technology to improve business processes. Optimizes day-to-day business operations.
Provides oversight for all direct and indirect staff, including cross-functional or matrixed teams.
Demonstrates success in optimizing and managing programs
Be a leader who will coach staff, including focus on strategic career growth and development
WHAT YOU'LL NEED TO SUCCEED (required):
Bachelor's Degree
15+ years of progressive experience in large application systems support teams in a large COTS implementation or modernization with an emphasis on program/project management
5+ years of supervisory experience, preferably in a VBA or other similarly complex environment.
Experience developing budgets with a focus on achieving business unit objectives
Experience in vendor management; ensuring products and services are acquired in a cost-effective and timely manner
Experience managing multiple concurrent projects with success in meeting budget, timeline, and quality expectations
Experience setting policies, procedures, equipment standards, and documentation standards
WHAT WOULD BE EVEN BETTER (preferred):
Master's degree in business or information technology
Significant experience successfully implementing/overseeing benefits/claims solutions
10+ years of experience supporting large Federal government contracts or benefits systems is desired
PMP certification is desired
KNOWLEDGE SKILLS & ABILITIES:
Excellent interpersonal and public speaking skills
Ability to prioritize/delegate tasks and activities for a successful program execution
Ability to prepare budgets and provide productivity assessments
Ability to operate calmly under stressful conditions
Ability to relate cooperatively and constructively with customers, partners and peers
Effectively develop and monitor high performing teams
Ability to use logical and analytical thinking to interpret technical data and solve a broad range of problems
Able to collect and interpret data related to program operating and financial performance
GDIT IS YOUR PLACE:
401K with company match
Comprehensive health and wellness packages
Internal mobility team dedicated to helping you own your career
Professional growth opportunities including paid education and certifications
Cutting-edge technology you can learn from
Rest and recharge with paid vacation and holidays
The likely salary range for this position is $149,469 - $190,325. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
10-25%
Telecommuting Options:
Remote
Work Location:
Any Location / Remote
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. GDIT typically provides new employees with 15 days of paid leave per calendar year to be used for vacations, personal business, and illness and an additional 10 paid holidays per year. Paid leave and paid holidays are prorated based on the employee's date of hire. The GDIT Paid Family Leave program provides a total of up to 160 hours of paid leave in a rolling 12 month period for eligible employees. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at
gdit.com/tc.
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$56k-89k yearly est. Auto-Apply 7d ago
B2B (Business to Business) Benefits Advisor (Remote)
Parks and Associates 2.6
Remote benefits advisor job
The Harvard Group is looking for the right individuals who have the desire to earn a great living, work a flexible schedule and provide solutions for wealth preservation and creation to families and individuals. You can make a huge impact on your community and future by educating, advising and servicing clients to improve their quality of life.
This is a 1099 position and is commission based with regular bonuses, and residuals. First year compensation, meeting on target goals is $100k+
In this role, you will be working with business owners, HR managers, and high level executives. You will be responsible for assisting them with selecting and creating a benefits package, you will then assist with enrolling their employees in the benefits. You will be responsible for networking, and generating leads, as well as working with provided leads lists, call in leads, live transfer leads, and cross selling our existing book.
As a Harvard Group B2B BenefitsAdvisor, you will be provided with award winning training, company provided leads and ongoing support of the latest technology. These Harvard Group benefits lead to numerous Agent opportunities such as:
Six Figure Income Potential
Production Based Rewards - Numerous production-based award trips and incentives
Advancement Opportunities
Desired Skills and Experience:
Our sales teams have been built with individuals from various backgrounds, many of whom did not have previous sales or insurance experience. Experience is not a requirement, but a plus. Our comprehensive training program will assist those that are unlicensed in attaining necessary credentials, which is a short and easy process. We do find, however, that our top sales performers all have the following skills and abilities:
Motivated and goal-oriented
A professional presence and demeanor
A dedication to customer service
Ability to travel in state
Experience with prospecting, networking and/or new business development
Passion for making a difference in the community
Stable work history
Excellent communication and time management skills
Coachable and competitive spirit
Ability to earn client trust, along with excellent relationship management skills
We offer:
Competitive commission package with bonus!
The ability to create a residual income-an opportunity for a lifetime income.
Regular bonus incentives
Unparalleled training program and mentoring program with top veteran leadership.
Company provided leads lists, inbound leads, live transfer leads, and opportunity to cross sell our existing book
Potential for remote days once fully trained and meeting goals
CRM system, ongoing carrier training, networking opportunities, and much more!
Assistance with obtaining state licenses as needed
Earn what you're worth, make a difference in people's lives, and have a great time while you do it!
Responsibilities
Ability to network and develop leads
Use lead lists to establish contact and schedule appointments
Meet with prospective clients
Meet with existing clients to perform annual reviews
Must conduct phone prospecting, face-to-face prospecting and through social media efforts
Conduct sales presentation with the intent of selling an insurance product
Provide claim assistance to clients
Solicit referrals from clients
Qualifications
Must be coachable
Insurance license is a plus but not required
Ability to pass a background check
Ability to use a computer
Demonstrate great customer service skills
Excellent presentation skills
Reliable transportation to meet with prospective and existing clients
Above average analytical skills to determine prospective client needs
$100k yearly 60d+ ago
PART TIME OPPORTUNITY - Insurance Benefit Advisor - Completely Remote
Global Elite Empire Agency
Remote benefits advisor job
What could an extra $1,000-2,000 each month do for your household? For the first time in our company's 70+ year history we are offering qualified candidates the chance to enter financial services on a part-time basis while working fully remote. This means that you get all the earning potential of a trillion-dollar industry without having to give up the security of your current position. Pay off your house early, take the vacations your family deserves or save for early retirement. 20 hours per week from home is all it takes to learn a new skill that could change everything!
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to:
• Converse virtually with clients, weaving financial strategies that empower.
• Cultivate client bonds that stand the test of time.
• Ride the crest of industry trends, fortifying your knowledge.
• Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Company Highlights:
• Voted #24 Happiest Company to Work For
• Rated A+ Superior by A.M. Best for financial strength
• Parent company Globe Life has more policyholders than any insurance company in the world
What We Offer:• Work virtually, from anywhere
• Comprehensive training provided
• A fun, energetic, and positive team environment
• Rapid career growth and advancement opportunities
• Weekly pay and bonuses
• Medical Reimbursement program after 90 days
• Residual Income
• Ability to qualify for all-expense-paid incentive trips around the world
Responsibilities:
• Calling and receiving calls from clients
• Scheduling appointments with clients who request our benefits
• Presenting and explaining insurance products and benefits packages over Zoom video call
• Completing applications for insurance products
• Attending ongoing, optional training sessions
*All interviews will be conducted via Zoom video conferencing"
$44k-84k yearly est. Auto-Apply 60d+ ago
Benefits Advisor Lead - Benefit Program Performance
USAA 4.7
Remote benefits advisor job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated BenefitsAdvisor Lead for Benefit Program Performance, you will be responsible for the assessment of benefit plans, programs, and services to ensures program performance is aligned with the total rewards philosophy and HR strategy. Provide data-based strategic guidance and design solutions covering a wide range of benefit programs including health & welfare, retirement, work-life, total health management, voluntary benefits and time off programs. Leads efforts to monitor enterprise risk regarding benefit programs and services associated with legislative, regulatory, market and expense trends.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX office location.
Relocation assistance is available for this position.
What you'll do:
Using a data/analytics approach, you will assess benefit plans, programs, and services to ensures program performance is aligned with the total rewards philosophy and HR strategy. Provide data-based strategic guidance and design solutions covering a wide range of benefit programs including health & welfare, retirement, work-life, total health management, voluntary benefits and time off programs.
Applies experienced knowledge to provide strategic direction in the design, development, assessment, implementation and administration of benefit plans, programs, and services.
Directs the analysis of organizational trends, market data, and industry practices to identify root causes and address benefit issues.
Is responsible for the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
Applies advanced principles, theories and concepts to determine efficient solutions.
Provides insight and mentorship to senior leadership on sophisticated issues.
Recommends changes to programs and success measures as appropriate.
Researches and recommends alternative benefits programs and initiatives.
Leads multifaceted programs with Enterprise wide risks.
Provides oversight of other sophisticated programs to ensure integration and alignment with the Total Rewards philosophy.
Develops appropriate objectives for employee benefit programs to ensure program success and compliance with internal goals and external federal requirements.
Assesses and evaluates efficiencies of benefit programs and suppliers against stated objectives by using metrics and standard methodologies with an Enterprise-wide impact.
Ensures vendors are aligned with benefit program objectives and provide appropriate service levels to employees.
Advises senior leadership on the legal and regulatory environment that may impact current and/or future employee benefit offerings.
Evaluates and recommends changes and improvements to programs to maintain compliance with federal regulations.
Assesses the work of team members and provides direct feedback and coaching as needed.
Develops a communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
Serves as a main resource for raised issues of an unusual nature.
Develops and oversees measures to ensure costs are minimized and efficiencies are realized.
Analyzes financial impacts and recommends adjustments to programs to minimize financial risk.
Leads and motivates cross-functional team members in crafting business solutions for benefit plans, programs, and services with an enterprise-wide impact.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of experience in employee/retiree benefits including financial analysis, performance metric development, health and welfare, defined benefit and defined contribution plans, wellness and work life.
Experience with benefits supplier contract management, regulatory compliance and day-to-day operations.
Extensive project management experience to include requirements development and implementation, coordinating and leading teams to complete projects on time and within budget, coordinating timelines and ensuring deliverables are met.
Knowledge of and ability to uphold the organization's and industry's HR standards, procedures and policies regarding human resources management.
Knowledge of health and group insurance products, market segments and marketplaces; ability to apply this knowledge to meet specific business goals and objectives.
Demonstrated knowledge of executive benefits programs, processes, issues and considerations; ability to build and implement special benefits programs targeted at an organization's executives.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints. Identify potential risks, assess their impact, and develop mitigation plans to proactively address challenges and minimize their effect on program outcomes.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
What sets you apart:
Actuarial or data analytics skills and experience.
Experience managing a benefits data warehouse.
Track record of designing or enhancing benefit program design based on benefit data analysis.
Experience developing benefit dashboards to track program performance.
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$59k-79k yearly est. Auto-Apply 5d ago
Employee Benefits Adviser (Remote)
Preferred Choice Financial Group 4.0
Remote benefits advisor job
The Preferred Choice Financial Group Employee BenefitsAdvisor works directly with business owners to deliver voluntary, healthcare and other benefits for their employees. It's a key role from well-known brands that help owners ensure their employees can receive direct benefits (unless assigned otherwise) should cover medical events that occur, retirement, and the passing of an employee or family member.
Key Responsibilities:
Be able to communicate effectively and always work in the best interest of the client
Generating new business opportunities through company leads, networking, referrals and calls
Conducting meetings with employers to customize programs to help meet their benefits needs
Engaging and enrolling interested employees in plans
Continuing to service employer customers through ongoing consultation on topics regarding new benefits options, the latest benefits trends, ACA updates, etc.
Be skilled at presenting in both small and large group presentations
Skills/Qualifications:
Minimum of 1-year sales or customer service experience
Proficiency with Microsoft Office (Word, Excel, Outlook)
Effective verbal and written communication skills
Must perform well in high-energy, dynamic and team-oriented environments
Bachelor's Degree
Preferred Credentials
Bilingual.
Life and Health Licensed or ability to become licensed.
CLU, ChFC, CFP designations or desire to work toward industry designation to develop subject matter expertise with company assistance.
Advantages include:
The opportunity to sell the top providers of employee benefit insurance products at the worksite in the U.S.
Flexible schedules, no holidays or weekends
The opportunity to earn additional financial incentives, awards, and exotic trips
Access to comprehensive, ongoing training (online) - aided by proven education materials and sales automation technology
Broad portfolio of plans and services that allow you to help business owners and employees find policies that meet their needs
This Job Is Ideal for Someone Who Is:
People-oriented -- enjoys interacting with people and working on group projects
Dependable -- more reliable than spontaneous
Achievement-oriented -- enjoys taking on challenges, even if they might fail
This Company Describes Its Culture as:
Enthusiastic -- positive and growth-oriented
Caring -- client focus
Outcome-oriented -- results-focused with a strong performance culture
Team-oriented -- cooperative and collaborative
$31k-43k yearly est. 60d+ ago
Senior Benefits Consultant
Sch Services Inc.
Remote benefits advisor job
This is a remote role; however, we only operate in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MA, MN, MO, NJ, NY, NC, OH, PA, SC, TX, VA, and WI.
Partner with senior benefits consultants in evaluating, designing, and implementing benefits solutions for health care and not-for-profit clients across executive, physician, and employee workforces. Serve as the lead benefits consultant for less complex client projects. Help to establish successful client relationships with a laser-focus on providing exceptionally responsive and high-quality client experiences.
PRIMARY ACCOUNTABILITIES
Responsible for overseeing all analytical aspects of benefits engagements across executive, physician, and employee workforces, working with junior staff to create high-quality client deliverables and ensuring adherence to budgets and timelines.
Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables.
Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients.
Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track.
Participate in client meetings as requested and anticipate client needs and questions.
Support the development of junior team members and ensure appropriate resource utilization, including prioritizing work and demonstrating effective delegation. Proactively share knowledge, use of tools, processes and methodologies established by the firm and those specific to practice areas to effectively guide more junior associates in complex research, data collection and analytics.
Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality.
Support Benefits Practice initiatives, including research and innovation.
KNOWLEDGE, SKILLS & ABILITIES
Minimum Required Qualifications
Bachelor's degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration
10 years of progressively responsible consulting/business-related experience required involving data analysis, financial modeling, benefits program design and/or benefits administration
Solid technical knowledge and experience working with Excel, Word and PowerPoint
Role model problem solving and critical thinking skills, including the ability to:
Direct analysis of complex data sets, resolve complex data issues with limited guidance and interpret complex information with minimal direction to understand impact on client solution(s)
Visualize and articulate a higher level of complex problems and concepts, recognize patterns in complex sets of data, and develop practical models
Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance
Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress
Experience with the relevant laws and regulations that impact our health care clients
Excellent interpersonal, coaching, writing, verbal and presentation skills are required, including the ability to:
Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences
Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter
Successfully tailor communications to the audience, as appropriate
Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience
Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity
Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment
Strong attention to detail
Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work
A self-starter with demonstrated ability to successfully assist with complex project deliverables in a very driven and changing organization
Able to work effectively with ambiguity
Flexible, adaptable, and able to work under tight deadlines or changing needs
Have exceptional collaboration skills and behaviors
Able to lead a group and exhibit successful and positive role model behaviors
Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas
Communicate openly with team members
Exceptional client service orientation
Preferred Qualifications
Master's degree in business-related field
Certified Employee Benefit Specialist designation or equivalent
SALARY, BENEFITS AND PERKS
Competitive total compensation package
Medical and dental coverage at no premium cost for employees
401(k) and profit-sharing retirement plans
Flexible spending accounts
Generous paid time off (PTO)
Company-paid holidays
Gender-neutral parental leave
Bereavement and pet leave
Continuing education and professional accreditation sponsorship
Life and AD&D insurance
Short- and long-term disability
Employee assistance program
Mental health support program
Additional perks
Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.
$112,100 - $168,100 annually
SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.
$112.1k-168.1k yearly Auto-Apply 60d+ ago
Senior Benefits Consultant
Clinician Nexus, Inc.
Remote benefits advisor job
This is a remote role; however, we only operate in the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MA, MN, MO, NJ, NY, NC, OH, PA, SC, TX, VA, and WI.
Partner with senior benefits consultants in evaluating, designing, and implementing benefits solutions for health care and not-for-profit clients across executive, physician, and employee workforces. Serve as the lead benefits consultant for less complex client projects. Help to establish successful client relationships with a laser-focus on providing exceptionally responsive and high-quality client experiences.
PRIMARY ACCOUNTABILITIES
Responsible for overseeing all analytical aspects of benefits engagements across executive, physician, and employee workforces, working with junior staff to create high-quality client deliverables and ensuring adherence to budgets and timelines.
Collaborate with senior benefits consultants in the development, communication, and deployment of benefits-related solutions, and with other client team members in the development of integrated deliverables.
Use benefits subject matter expertise and understanding of practice solutions to identify opportunities to provide additional value to clients.
Prepare and monitor the success of project plans, effectively keeping client team members apprised of project status and introducing appropriate interventions or activities to keep the timeline, quality, and deliverables on track.
Participate in client meetings as requested and anticipate client needs and questions.
Support the development of junior team members and ensure appropriate resource utilization, including prioritizing work and demonstrating effective delegation. Proactively share knowledge, use of tools, processes and methodologies established by the firm and those specific to practice areas to effectively guide more junior associates in complex research, data collection and analytics.
Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality.
Support Benefits Practice initiatives, including research and innovation.
KNOWLEDGE, SKILLS & ABILITIES
Minimum Required Qualifications
Bachelor's degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration
10 years of progressively responsible consulting/business-related experience required involving data analysis, financial modeling, benefits program design and/or benefits administration
Solid technical knowledge and experience working with Excel, Word and PowerPoint
Role model problem solving and critical thinking skills, including the ability to:
Direct analysis of complex data sets, resolve complex data issues with limited guidance and interpret complex information with minimal direction to understand impact on client solution(s)
Visualize and articulate a higher level of complex problems and concepts, recognize patterns in complex sets of data, and develop practical models
Develop conclusions from analyses; develop solutions to client issues/challenges, with guidance
Anticipate challenges, identify alternate solutions, and address obstacles impeding project/team progress
Experience with the relevant laws and regulations that impact our health care clients
Excellent interpersonal, coaching, writing, verbal and presentation skills are required, including the ability to:
Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences
Make clear and convincing oral presentations that demonstrate the understanding of the audience and the subject matter
Successfully tailor communications to the audience, as appropriate
Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience
Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity
Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment
Strong attention to detail
Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work
A self-starter with demonstrated ability to successfully assist with complex project deliverables in a very driven and changing organization
Able to work effectively with ambiguity
Flexible, adaptable, and able to work under tight deadlines or changing needs
Have exceptional collaboration skills and behaviors
Able to lead a group and exhibit successful and positive role model behaviors
Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas
Communicate openly with team members
Exceptional client service orientation
Preferred Qualifications
Master's degree in business-related field
Certified Employee Benefit Specialist designation or equivalent
SALARY, BENEFITS AND PERKS
Competitive total compensation package
Medical and dental coverage at no premium cost for employees
401(k) and profit-sharing retirement plans
Flexible spending accounts
Generous paid time off (PTO)
Company-paid holidays
Gender-neutral parental leave
Bereavement and pet leave
Continuing education and professional accreditation sponsorship
Life and AD&D insurance
Short- and long-term disability
Employee assistance program
Mental health support program
Additional perks
Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.
$112,100 - $168,100 annually
SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.
$112.1k-168.1k yearly Auto-Apply 60d+ ago
Pharmacy Benefit Consultant
Epic Stores 4.5
Remote benefits advisor job
For over 30 years PSG has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as your advocate and strategic partner. PSG has market leading technology and administration services for hospitals and health systems.
Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value.
As a Pharmacy Benefit Consultant, you will serve as the primary/lead consultant on strategic clients. You will lead and cultivate multi-level client relationships with executives, human resource personnel, pharmacy department personnel and others which enable PSG to partner with clients to create, communicate and implement pharmacy strategy within the context of the overall client drug management strategy. In addition, you will identify business needs and create custom solutions for sophisticated clients which include overall pharmacy benefit strategy to create cost effective solutions for various client types. You will also lead vendor strategies that will include procurement efforts, contract negotiation and ongoing vendor management, while providing industry expertise and insight related to trends and opportunities.
Responsibilities:
Client Management
Working with industry partners (PBM and other vendors), client and PSG resources, the candidate will:
Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention
Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term
Track and measure vendor contract performance including operational and financial
Lead and participate in ongoing client meetings including:
Vendor review
Independent strategy and performance assessment meetings
On-going operational and strategic meetings
Use analytical skills/tools to identify and present opportunities to clients that will serve to support trend management, cost savings, identify wasteful spending and potential FWA.
Navigate appropriate internal PSG experts on custom projects
Support clients that wish to create and use customized clinical programs (PA, Formulary, Utilization Management, etc) with
Review PBM and other vendor provided pharmacy program indicators and reports for ongoing opportunities and program performance
Maintain ongoing reports and documentation related to client relationship and program
Responsible for renewal of client relationship and creating strategy, scope of services and appropriate fee structure to match client
Program and Business Development
Lead and cultivate revenue opportunities to support segment growth.
Assess opportunity for expanding PSG services within existing client
Leverage client relationship for PSG prospecting efforts by developing client
Participation in conferences and other forums for showcasing program experience and
Participate in internal workgroups to develop new programs, services, corporate positions and publications based on the continual assessment of client and market
Account Implementation
Provide oversight, guidance and serve as an advocate for the client to ensure vendor requirements are being met and service levels are adequate throughout vendor
Identify issues and concerns for appropriate escalation and resolution to ensure successful
RFP Process Management
Lead the development and management of the RFP process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP team)
Participate in non-client specific annual RFI process via scoring and client meeting
Contract Review and Execution
Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP
Lead the creation and renewal of PSG client agreements to create appropriate scope of services and fee
Qualifications (Minimum Requirements)
Extensive knowledge of Pharmacy Benefit Management, specialty pharmacy and large employer environments
2 years minimum experience, with a direct client relationship role
Strong verbal and written communication skills including presentation skills and client relationship management
Strong experience and skills working with and presenting to corporate executives
Ability to develop strategies and implement programs for client pharmacy benefit programs
Strong clinical and financial analysis skills including Word, PowerPoint and Excel
Travel required, up to 25%
Pharmacy background with bachelor's degree.
MBA and/or PharmD/RPh preferred
Business development experience preferred
Salary and Benefits
Salary is based on background and experience. Benefits include full medical, pharmacy, dental, vision, life and disability insurance, paid vacation, sick leave, 401k match and annual bonus potential.
The national average salary for this role is $110k to $140k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: *******************************************************************************************
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#PSG
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$110k-140k yearly Auto-Apply 3d ago
Employee Benefits/ERISA Attorney - Fully Remote!
Oak Ridge Legal Search LLC
Remote benefits advisor job
Job Description
We are working with an established, mid-size law firm seeking an attorney with a minimum of six years of employee benefits/ERISA experience to join their employee benefits practice. The firm is located in CT and has a flexible work from home policy. Relocation not required.
This position also offers a tremendous opportunity for long term growth.
The idea candidate has experience designing, drafting, and maintaining compliance for defined contribution plans, defined benefit plans, employee stock ownership plans, employee welfare plans, cafeteria plans and executive compensation plans; counselling plan sponsors, fiduciaries and other plan professionals on compliance requirements and fiduciary best practices, including plan governance and administration; and conducting research and analysis on all applicable laws related to employee benefit plans, including ERISA, IRC, Affordable Care Act, COBRA, and HIPAA. Experience with IRC Section 409A, governmental benefit plans, and/or benefits related issues in corporate transactions is a plus. Experience with single employer plans preferred. Law firm experience is strongly preferred. Candidates must be admitted in their primary state of practice, and be willing to become admitted to CT.
Graduation from law school and practice experience is required.
The firm offers a competitive base salary commensurate with experience; bonus potential; a comprehensive benefits plan; a collaborative and supportive work environment; and other great perks.
For consideration please provide your resume. All applications are confidential and NOT shared with employers without the candidate's permission.
Oak Ridge Legal Search and the clients we work with are equal opportunity employers and provide equal opportunity to qualified applicants regardless of race, color, religion, national origin, age, gender, gender identity or expression, marital status, sexual orientation, ancestry, physical or mental disability, veteran status or any other legally protected class in accordance with all applicable laws
.
If a level of experience is indicated, this is a guideline only and does not preclude applications from candidates with more or less experience.
$46k-72k yearly est. 31d ago
Defined Benefit Retirement Plan Consultant
Ascensus 4.3
Remote benefits advisor job
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports, participant statements and annual testing
Review the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
Assist auditors if a plan is subject to an audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
Bachelors degree preferred
3-5 or more years in Defined Benefit work
Experience in analysis of financial data required
Experience in Relius software desirable, but not required
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytic mentality associated with problem solving skills
Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$69k-100k yearly est. Auto-Apply 11d ago
Pharmacy Benefit Consultant, Health Plan
Pharmaceutical Strategies Group 3.8
Remote benefits advisor job
For over 20 years PSG has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner.
Our mission is to relentlessly advocate for our clients as we partner together to develop innovative drug management solutions that deliver exceptional strategic insights, financial and clinical value.
The Pharmacy Benefit Consultant - Health Plans will serve as a lead consultant on projects with a focus on national and regional health plan clients. This role requires a high level of curiosity and a commitment to continuous learning to address the gamut of pharmacy challenges faced by payers today, while serving a demanding client base. To ensure success, the Pharmacy Benefit Consultant is supported by PSG resources, data and tools, internal knowledge sharing among peers, shadowing opportunities with established consultants and mentorship from leaders. A successful candidate for this role thrives in a high demand/high reward environment that values critical thinking and ability to execute on multiple and concurrent priorities.
In exchange for the efforts, a successful candidate will gain:
Exposure to PSG's vast portfolio of challenging projects supporting health plan and plan sponsor clients, PSG's industry insights and proprietary procurement database
Being a part of a high performing team with an established reputation
Experience leading projects that result in innovative strategies that shape the pharmacy industry
Long standing, multi-level client relationships
A vast professional network of leaders across the pharmacy benefit and managed care industry
Opportunities for unparalleled professional growth including increased visibility by demonstrating thought leadership on PSG's platforms
Responsibilities include:
Business Strategy Projects
End to end ownership of client specific business strategy projects. Responsibilities include client relationship management, upfront planning and strategy creation, in-depth research and analysis, thorough execution, and delivery to the client.
Examples of projects include organizational assessments, PBM or vendor contract reviews, process gap analyses, market and landscape analyses, go-to-market strategies, unique clinical or quality initiatives that improve delivery of healthcare
Client Management and Consulting Retainers
Identify and maintain appropriate multi-level client relationships and a deep understanding of client business and corporate culture resulting in high client satisfaction and retention rates.
Develop and implement customized strategic plans based on unique client needs to achieve targeted long- and short-term goals.
Delivery of client-specific insights on industry happenings and leveraging PSG's best-in-class research to provide data-driven insights and recommendations on an ongoing basis
Identify opportunities to engage internal PSG experts on custom projects and analyses.
Responsible for renewal of client relationships and creating strategy, scope of services and appropriate fee structure to match client needs.
Program and Business Development
Assess opportunity for expanding PSG services within existing client relationships.
Leverage client relationships for PSG prospecting efforts by creating developing client references.
Participation in conferences and other forums for showcasing program experience and success.
Participate in internal workgroups to develop new programs, services, corporate positions, and publications based on the continual assessment of client and market needs.
Procurement and RFP Process Management
Lead the development and management of the procurement, market check and request for proposal (RFP) strategy and process for clients including RFP creation, vendor selection meetings and contract execution (in conjunction with internal RFP coordinator).
Participate in non-client RFP processes via scoring and client meeting assistance.
Contract Negotiation, Review and Execution
Lead the review process for new and renewing vendor contracts through final execution to ensure current terms, definitions and compliance with RFP requirements.
Negotiate market leading business terms and conditions on behalf of PSG clients
Qualifications (Minimum Requirements)
Knowledge of PBM, pharmacy and managed care environments (3-5 years minimum experience).
Ability to develop strategies and implement programs for large client Rx and medical benefit programs
Ability to create client-facing written materials and communications using Microsoft Word and PowerPoint
Impeccable organizational skills and ability to work independently
Strong verbal and written communication skills including presentation skills and client relationship management experience; with the ability to adjust your style to suit different perspectives and seniority levels.
Strong financial analysis skills using Microsoft Excel
Pharmacy Benefits or Managed Care work experience with bachelor's degree; MBA or PharmD/RPh strongly preferred
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to “Insurance Journal”
COMPENSATION:
The national average salary for this role is $165,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base salary offered will be determined based on your experience, skills, training, certifications, and education, while also considering internal equity and market data.
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
******************************************************************************************
.
#LI-MS2
#LI-Remote
$56k-100k yearly est. Auto-Apply 3d ago
Employee Experience Specialist
Factor Systems, Inc. 4.5
Remote benefits advisor job
We believe that our people are our greatest asset. The Employee Experience Specialist plays a key role in shaping the day-to-day experiences that connect our employees to our culture, mission, and one another. From onboarding and engagement to ERG support and early career programs, this role helps ensure every employee interaction is thoughtful, inclusive, and aligned with who we are.
What You'll Do:
Drive Employee Engagement: Coordinate surveys (e.g., engagement, pulse) and partner with HRBP's to develop and support action plans based on insights.
Curate Onboarding & Offboarding Journeys: Deliver consistent and welcoming onboarding experiences. Support offboarding processes and gather feedback to identify opportunities for improvement.
Provide Support to ERGs (Employee Resource Groups): Serve as the main administrative contact for ERG chairs and co-chairs. Assist with scheduling meetings, coordinating logistics for ERG programming, maintaining participation records, managing ERG budgets and expenses, and supporting internal communications to promote ERG initiatives across the organization.
Promote Culture & Belonging: Bring our culture to life through internal campaigns, events, and recognition programs that highlight our values and celebrate our people.
Manage Employee Recognition Program: Oversee recognition programs such as CEO Excellence Award, B EP1C Champion and administer our R&R tool, Awardco.
Enhance the Employee Lifecycle: Identify and improve key moments that matter (e.g., promotions, parental leave, career transitions), ensuring experiences are consistent and inclusive.
Employer Branding: Partner with the marketing team on employer branding initiatives, including managing the social calendar and coordinating Glassdoor reviews, etc..
Community Involvement & Corporate Giving: Design and drive charitable giving program - track budgets, oversee donations, manage giving platform, and engage leaders and employees in volunteerism and community impact.
Learning Management System: Manage LMS for new hire onboarding and act as the backup administrator for the Learning Management System (LMS), providing support as needed.
What You'll Bring:
Bachelor's degree in Human Resources, Organizational Development, Communications, or a related field (or equivalent work experience)
3-5 years of experience in HR, employee engagement, internal communications, or program coordination roles
Prior experience supporting onboarding, employee engagement, or DEI initiatives is a plus
Strong project coordination and organizational skills; able to manage multiple priorities and meet deadlines
Excellent verbal and written communication skills with the ability to craft employee-facing content
Experience working with engagement tools, recognition platforms and learning management systems (LMS)
Proficiency with Microsoft Office and collaboration tools (e.g., Teams)
Demonstrated ability to work cross-functionally and build relationships across levels and departments
Creative thinker with a passion for culture, belonging, and the employee experience
High level of attention to detail and a service-oriented mindset
The expected base salary range for this position is $68,000 - $77,000 annually.
Compensation may vary depending on several factors, including a candidate's qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for extra incentives like equity, commissions, or other variable performance-related bonuses. Further details will be provided by our Talent Acquisition team during the interview process.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Billtrust, we celebrate and support diversity and are committed to creating an inclusive environment for all employees. So, if your experience aligns but doesn't exactly match each and every qualification, apply anyway. You may be exactly what we are looking for! What You'll Get:
Work from Anywhere: Your home, a coffee shop, a company paid WeWork.... you decide!
A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions - big and small - each and every day.
Flexible Working Hours: We support your lifestyle- the results are what count.
Open PTO: Work-life balance is important. We believe in giving our employees time to truly relax and recharge.
Sabbatical: A paid leave to reward longevity and commitment to Billtrust.
Paid Parental Leave: To promote parent-child bonding and increase gender equity at home and in the workplace.
Opportunities for Growth: Professional development can take many shapes. Join one of our seven ERGs or participate in our Mentor-Mentee, and Leadership development programs- we foster an environment where all employees can grow.
Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and CEO Excellence Awards, our employees are recognized for hard work and outcomes achieved.
Benefits: Medical, dental, vision, 401(k) with company match, short-term and long-term disability, flexible spending accounts, HSA, and life, cancer, and AD&D insurance.
Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done.
Who We Are: Finance leaders turn to Billtrust to control costs, accelerate cash flow and improve customer satisfaction. As a B2B order-to-cash software and digital payments market leader, we help the world's leading brands get paid faster while transitioning from expensive paper invoicing and check acceptance to efficient electronic billing and payments. With over 2,600 global customers and more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. #LI-Remote
$68k-77k yearly Auto-Apply 3d ago
Union Benefit Consultant REMOTE ONLY
Griffiths Organization
Remote benefits advisor job
Remote Entry-Level Managing Agent
Company: AO Globe Life Employment Type: Full-Time
AO Globe Life is offering a unique opportunity for motivated individuals seeking a flexible, high-growth, and purpose-driven career. We are hiring Remote Entry-Level Managing Agents to help individuals and families secure long-term financial protection-all from a fully remote environment.
This role is ideal for candidates who are eager to learn, coachable, and driven to succeed. You'll receive comprehensive training, access to warm, pre-qualified leads, and full operational support-allowing you to focus on building relationships and delivering value without overhead expenses or cold calling.
Who We Are
For more than 70 years, AO Globe Life has been a trusted provider of financial protection for working families, veterans, and labor union members across the United States. As part of AO, you will play a key role in helping clients understand their benefits and insurance options while delivering long-term financial security.
We don't just sell policies-we educate, support, and build lasting relationships with the families we serve.
Key Responsibilities
As a Remote Entry-Level Managing Agent, you will:
Engage with Members: Conduct daily phone consultations with pre-qualified members to understand their financial needs.
Provide Expert Guidance: Assess client situations and explain supplemental coverage options clearly and professionally.
Build Client Relationships: Establish trust through consistent communication, follow-ups, and personalized support.
Support Existing Policyholders: Assist with policy reviews, beneficiary updates, and claims guidance.
Ensure Compliance: Adhere to all state regulations and ethical sales standards to maintain transparency and trust.
Ideal Candidate Profile
This role is well suited for individuals who are motivated, detail-oriented, and eager to grow professionally.
Preferred qualifications include:
Strong verbal and written communication skills
Comfort using computers, digital tools, and virtual platforms
Excellent organization and time-management abilities
Self-motivated mindset with attention to detail
Sales or customer-facing experience (preferred but not required)
Goal-oriented and competitive nature
Strong problem-solving and critical-thinking skills
Ability to work independently while collaborating within a team
Openness to coaching, feedback, and continuous learning
No prior insurance experience is required. Comprehensive training and licensing support are provided.
Why Join AO Globe Life
We invest in our team by providing meaningful work, professional development, and long-term earning potential.
Unlimited Earning Potential: Uncapped commissions and residual income, with top performers earning $100K+ annually.
100% Remote Work: Flexible schedule designed to fit your lifestyle.
Warm Leads Provided: No cold calling-work exclusively with pre-qualified clients.
Zero Overhead Costs: No expenses for marketing, technology, or lead generation.
Performance-Based Incentives: Bonuses, recognition, trips, and awards tied to results.
Union Membership: Access to benefits and representation through OPEIU Local 277.
Make an Impact While Building Your Career
This is more than a job-it's a career with purpose. At AO Globe Life, we value integrity, compassion, and excellence. Our mission is to help protect families while providing our team with the tools, support, and opportunities needed to grow and succeed.
Eligibility Requirements
Must be legally authorized to work in the United States
Must be physically located within the U.S.
Open to U.S. residents and citizens only
Ready to Get Started?
If you're motivated, eager to learn, and ready to build a meaningful remote career with long-term growth, we encourage you to apply.
Apply today and take the first step toward a rewarding and impactful career with AO Globe Life.
$100k yearly Auto-Apply 19d ago
Federal Retirement and Benefits Counselor and Processor
Golden Key Group 3.9
Remote benefits advisor job
About GKG
With a passion for excellence, Golden Key Group (GKG) helps clients solve their strategic, organizational, and operational challenges to better meet their mission demands. We have serviced more than 25 Federal departments and agencies and several large commercial companies since our inception in 2002.
Golden Key Group's talented professionals, combined with our strategic partners, bring a depth of commercial and government experience and expertise. We are relentless in delivering the highest levels of services to provide tangible value and create sustainable results for our clients.
Overview
GKG is seeking a Federal Retirement and Benefits Counselor to join our growing team in support of a federal agency. The position is fully remote.
Responsibilities
This role provides counseling services to Federal customers making decisions on their Retirement and Benefits. This include providing one-on-one counseling services and supporting package submission to OPM and processing of internal Agency actions to complete out-processing.
Duties:
Engage with employees to support assessment of retirement readiness, including regular, early, postponed, deferred, discontinued service, disability, relationship with programs like DRP.
Interpret governing policies and regulations and counsel employees to regarding the consequences of retirement readiness, timeliness, and decision to proceed. Counseling topics include:
Eligibility for Retirement
Determining High-3
Computation of Annuity
FERS Annuity Supplement
Disability Benefits
Crediting Civilian & Military Service
Cost-of-Living Adjustments (COLA)
Voluntary Contributions
Special Group of Employees (Law Enforcement Officers, Firefighters, Congressional employees, etc.)
Deposits/Redeposits
Annual Leave Payment and Sick Leave Computation
Application for Retirement
Processing of Retirement Application
Survivor Benefits
Social Security
Medicare
Thrift Savings Plan (TSP)
Federal Group Life Insurance (FEGLI)
Federal Employee Health Benefits (FEHB)
Federal Employees Dental and Vision Insurance Program (FEDVIP)
Long Term Care Insurance (LTC)
Flexible Spending Accounts (FSA)
Other Financial Planning Strategies
Prepare Service Computation Date Reports and process the employee s Change in Service Computation Date NOA in the HRIS.
Review eOPF to extract information to calculate the Retirement Estimates.
Identify gaps in eOPF and support records request actions.
Identify and calculate Military and /or Civilian Deposit(s)
Support completion of necessary required Forms and Reports and submit to the HRIS Deposit Section to establish the employee's Military Deposit account or submit to OPM as appropriate.
Prepare Retirement packages for the employees' review/signature prior to processing the personnel action for SF-2806 creation.
Rapidly respond to client communications to support timely employee package and preparation processing.
Other duties as assigned
Qualifications
Experience developing or delivering Federal Retirement programs or;
Experience delivering one-on-one Federal Retirement counseling, or;
Experience Federal Retirement package preparation, submission, and processing.
Desired Qualifications
Experience in two or more of the requirements
Experience across FERS, CSRS, Offset, VERA/VSIP, Discontinued Retirement, and LEO retirement programs
Experience submitting retirement package on OPM portal
Our Parent Company in Minneapolis, MN is growing and looking to add experienced professionals to our Employee Benefits team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities.
Role Summary
This role serves as a key relationship owner and strategic partner to clients, responsible for delivering exceptional service while driving retention, growth, and long-term client success. You'll manage day-to-day account activity, lead renewal strategy for health and life coverages, and collaborate closely with internal teams and carrier partners to ensure compliant, high-quality solutions that support clients' business and workforce goals.
Your Impact
Manage and retain a book of employee benefits business while identifying opportunities for growth
Build and maintain strong relationships with clients, carrier partners, and internal stakeholders
Lead renewal processes for health and life coverages, including plan modeling and cost analysis
Respond to client inquiries related to coverage, enrollment, claims, and policy changes
Educate clients and employees on benefits programs, regulatory requirements, and legislative updates
Prepare proposals, presentations, and stewardship reports
Support sales efforts and new client implementations
Document compliance and service activity in the agency management system
Successful Candidates Will have:
Active Health, Accident, and Life Insurance Producer license
5-10+ years of employee benefits or account management experience
Strong knowledge of insurance products, contracts, and state regulations
Proficiency with Microsoft Office and agency management systems
Ability to travel as required in addition to possessing an acceptable driving record and insurance coverage.
Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.
Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Pay Range:
60,000 - 100,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ********************************
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