Benefits Analyst jobs at HUB International - 700 jobs

Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information. Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP's, follow processes and procedures to market clients for renewal process. Analyze market proposals received to verify benefits, premium rates and competitiveness. Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests. Prepare and coordinate materials for the enrollment process and other formal client presentations. Work with carrier representatives to coordinate activity for a smooth implementation of new plans. Coordinate Administrative Installation with insurance carrier and participate in installation meetings. Maintain Agency Management System and the ImageRight System. Follow processes and procedures as outlined in the Procedure Manual. Provide day to day client service Act as liaison for client to research and resolve coverage, claim and administrative problems. Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed. Ensure the client data is accurate and current upon each renewal and throughout the policy period. Prepare files and other records needed by Marsh & McLennan. Develop good relationships with others on the Client Service Team. Maintain the professional standards established by Marsh & McLennan when working with clients. Provide back up to other Benefit Analysts as needed. Share information with Benefit Analysts and others to create a good network of information within the Department. Attend monthly Analyst meetings and other meetings as requested. Education and/or Experience Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions. This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted: Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation. Bachelor degree strongly preferred. Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements. Maintain a valid Driver's License and dependable transportation. Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas. Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease Above average analyzing, problem solving and planning/organizational techniques are essential. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment. Occasional travel to client sites may be required. Travel is usually within driving distance. The applicable base salary range for this role is $40,200 to $74,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. #MMAwest #MMAEHB #LI-DNI

A leading insurance brokerage firm located in Chicago seeks a Compliance Specialist to monitor and communicate changing laws related to health and welfare plans. The successful candidate will conduct legal research, develop presentations, and work closely with internal teams and clients. Ideal applicants will have strong leadership, communication, and research skills, along with a J.D. and 4-8 years in compliance issues. Salary is competitive, ranging from $180,000 to $190,000, reflecting skills and experience. #J-18808-Ljbffr

General Description Responsible for monitoring and communicating ongoing and changing laws affecting health and welfare plans, including ACA, ERISA, the Code, HIPAA, and COBRA. The individual in this role will be responsible for the development and presentation of materials on various health and welfare compliance related issues to internal sales teams, as well as external clients. We are looking for someone to be located in the Chicago area. Responsibilities Establish effective working relationships with internal partners, clients and carriers Will function as part of a national team of Employee Benefit Attorneys to meet the overall objectives for the health and welfare compliance team Research, read, evaluate and edit articles, alerts and other materials for publication or distribution to internal and external clients Gathers material, performs research, and assists client service team in the formulation of strategy to solve client problems related to ERISA, ACA, the Code, HIPAA and state issues affecting health and welfare plans Develop and maintain compliance education tools for health and welfare compliance Create and deliver presentations to internal staff and to external clients and prospects. Monitor and identify legal developments such as relevant statutes, regulations, case law and legal articles affecting employee benefit plans Maintain and update compliance library resources, including cross checking and validating that information is up-to date Knowledge, Skills and Abilities Must be a self-starter, and demonstrate cooperation and collaboration in team settings. Ability to work with a diverse set of individuals and personalities. Keeps informed regarding industry information, new product information and technology to continuously improve knowledge and performance. Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy. Sets priorities and manages workflow to ensure efficient, timely and accurate production of tools and materials. Able to quickly assess and learn organizational roles, responsibilities and process flows. Maintain a cordial and effective relationship with internal clients, team members and vendors Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company. College degree and J.D. required. 4 - 8 years experience in working on compliance issues of employer-sponsored welfare benefits plans. Prior experience in employee benefits law or experience in compliance consulting on these issues is required. Must be proficient with computers and quickly competent with new technology tools. Specifically, must have full competence with MS Office Suite products and Adobe products Must have background and thorough understanding of the various laws that impact health and welfare plans including ACA, ERISA, COBRA, HIPAA, FMLA, Internal Revenue Code and insurance laws that affect these programs. Must portray strong leadership skills. Must be comfortable in a public speaking environment and demonstrate ability to convey complex information in a simple and organized format to a wide variety of audiences. Ability to communicate orally and in writing with others to explain complex issues and interpret complex information, and responds appropriately. Strong research and writing skills and experience with interpreting statutes and regulations. Remains informed regarding industry information and new product information. Must have strong interpersonal and verbal skills. Must have strong organizational and time management skills. Some travel required 10-20%. Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award‑winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time . Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs. USI also offers paid family leave benefits as well as paid holiday time. $180,000- 190,000. #J-18808-Ljbffr

Brown & Brown is seeking a Producer for our Employee Benefits Department in Phoenix, Arizona! No prior insurance experience is required - Must have successful B2B sales experience! We offer our sales executives an opportunity to join a dynamic team with a tradition of success. Our results-based, decentralized company culture provides unlimited earning potential for entrepreneurial salespeople. This is a base salary plus commission, benefits-eligible opportunity! WHAT YOU'LL DO: Prospect, develop, propose and bind new business Actively pursue new client prospects through telemarketing, networking, and personal referrals Renew existing clients every year Assist in the collection of required coverage information and necessary deposit and renewal premiums Maintain the proper documentation for existing and prospective clients Oversee all aspects of your new clients with the assigned account manager Drive and support cross-selling strategies for existing clients, as well as new relationships Foster and seek relationships with teammates across all levels of Brown & Brown Ensure compliance with government agencies and corporate policies and procedures Attend training sessions, courses, etc. to maintain up-to-date skills Always conduct the highest level of confidentiality Other duties as needed WHAT YOU'LL NEED: Bachelor's Degree, or an equivalent combination of education and experience may be considered 2+ years' experience in B2B sales in PEO, HRIS, Payroll, Employee Benefits, or similar industry Life & Health License Strong financial aptitude Proficiency in Microsoft Office 365 Exceptional customer service and interpersonal skills This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position WHAT WE OFFER: Commission earnings available upon obtaining L&H License Unlimited earning potential Best-in-class training Growth and advancement opportunities Generous benefits package: Health Insurance, Dental Insurance, Vision Insurance, 401(k) or Roth 401(k), Short-Term Disability (STD), Long-Term Disability (LTD), Life Insurance, Employee Assistance Program (EAP), Insurance Designation Incentive Program, Tuition/Student Loan Reimbursement Program Employee Stock Purchase Plan (ESPP) Discounted Onsite Gym Membership Free Onsite Parking

Employee Benefits Coordinator (Benefits Service Associate) - Marsh McLennan Agency Department: Employee Health & Benefits Full-Time Marsh McLennan Agency (MMA) is hiring an Employee Benefits Coordinator to support our Employee Health & Benefits team with client service, benefit enrollments, and annual renewals. This role works closely with Client Managers and service teams to ensure clients receive accurate and timely support throughout the benefits process. Responsibilities • Assist with day-to-day client service requests • Process benefit enrollments and coverage changes • Support client renewals and open enrollment activities • Maintain client files and documentation • Prepare client materials and communications • Review benefit details for accuracy • Communicate with carriers, vendors, and internal teams • Support compliance documentation and reporting Qualifications • Strong attention to detail • Excellent communication skills • Ability to manage multiple priorities • Customer service mindset • Highly organized and proactive • Proficient with Microsoft Office (Excel preferred) No prior insurance or benefits experience required. Training provided. What you'll learn • Employee benefits fundamentals • Carrier and vendor processes • Client communication and support • Enrollment and renewal workflows • Compliance and documentation requirements Career Growth This role offers opportunities for advancement into: • Client Service Coordinator • Benefits Analyst • Client Manager • Other HR and Employee Benefits roles within MMA Marsh McLennan Agency invests heavily in learning, development, and internal career mobility. The applicable hourly rate range for this role is $17.52 to $33.65. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

The Employee Benefits Analyst Program is designed to provide you with comprehensive training and hands-on experience to analyze benefit plans and deliver strategic solutions to clients. As an associate, you'll join a mentorship group led by industry experts, gaining increasing responsibility as you progress through the program. You'll also have opportunities to network with senior executives and colleagues across business lines, and participate in community service initiatives through our USI Gives Back campaign, where all 200+ offices volunteer locally. The Emerson Rogers Career Track Program offers over 950 hours of formal training and practical work experience, structured as follows: * Months 1-3: 100% training * Months 4-6: 50% training / 50% fieldwork * Months 7-12: 20% training / 80% fieldwork * Emphasis on networking and relationship-building skills What You'll Do: * Assist in all aspects of benefit planning and reporting. * Create financial deliverables for a variety of business segment clients. * Utilize analytical tools, checklists, and templates to identify cost-saving opportunities. * Illustrate insurance carrier renewals and new business proposals. * Prepare market review analyses and written summaries of findings. * Manage workflow for a partial book of business, ensuring timely and accurate deliverables. * Receive guidance and support from team mentors. * Stay current on industry trends, new products, legislation, coverage, and technology. * Participate in program trainings to build expertise for the Benefit Analyst role. What We're Looking For: * Associate's degree required. * Excellent problem-solving and critical thinking skills. * Proficiency in Microsoft Excel. * Strong organizational and time management skills, with the ability to prioritize tasks, manage multiple responsibilities, and meet deadlines. * High attention to detail and accuracy. * Ability to follow policies, procedures, and regulations. * Excellent verbal, written, and interpersonal communication skills. * Comfortable working both autonomously and collaboratively. * Demonstrated initiative, accountability, and willingness to take on responsibility.

The Employee Benefits Analyst Program is designed to provide you with comprehensive training and hands-on experience to analyze benefit plans and deliver strategic solutions to clients. As an associate, you'll join a mentorship group led by industry experts, gaining increasing responsibility as you progress through the program. You'll also have opportunities to network with senior executives and colleagues across business lines, and participate in community service initiatives through our USI Gives Back campaign, where all 200+ offices volunteer locally. The Emerson Rogers Career Track Program offers over 950 hours of formal training and practical work experience, structured as follows: * Months 1-3: 100% training * Months 4-6: 50% training / 50% fieldwork * Months 7-12: 20% training / 80% fieldwork * Emphasis on networking and relationship-building skills What You'll Do: * Assist in all aspects of benefit planning and reporting. * Create financial deliverables for a variety of business segment clients. * Utilize analytical tools, checklists, and templates to identify cost-saving opportunities. * Illustrate insurance carrier renewals and new business proposals. * Prepare market review analyses and written summaries of findings. * Manage workflow for a partial book of business, ensuring timely and accurate deliverables. * Receive guidance and support from team mentors. * Stay current on industry trends, new products, legislation, coverage, and technology. * Participate in program trainings to build expertise for the Benefit Analyst role. What We're Looking For: * Associate's degree required. * Excellent problem-solving and critical thinking skills. * Proficiency in Microsoft Excel. * Strong organizational and time management skills, with the ability to prioritize tasks, manage multiple responsibilities, and meet deadlines. * High attention to detail and accuracy. * Ability to follow policies, procedures, and regulations. * Excellent verbal, written, and interpersonal communication skills. * Comfortable working both autonomously and collaboratively. * Demonstrated initiative, accountability, and willingness to take on responsibility.

Are you interested in joining an organization with a global reach? In a world of shifting threats, Concentric is your trusted ally. Powered by elite professionals from military, government, and intelligence backgrounds. If you are passionate about intelligence, risk analysis, threat management, executive protection, security operations, or business resiliency, Concentric may be the organization you've been searching for! Concentric is a risk consultancy specializing in delivering strategic security and intelligence services. We provide holistic, intelligent security solutions for private clients and corporations globally. Concentric offers strategic advisory services, risk assessments, physical protection, threat intelligence, open-source monitoring, program audits, secure embedded staffing, and training for security teams and intelligence analysts. Our ultimate goal is to be recognized as the most innovative, capable, and trusted Risk Management partner in the world, and we do this by following these core values: Integrity - Collaboration - Relationships - Excellence - Creativity - Results Join Us, Concentric - "Your World Secured" We are currently looking to hire a Benefits Manager to join our Corporate team in Kirkland! This position allows for remote work arrangements from within the United States. *Remote candidates across the United States are welcome to apply. Core working hours will align with West Coast business hours (Pacific Time zone), though we offer some flexibility in scheduling. JOB DESCRIPTION The Benefits Manager position is responsible for directing and planning the day-to-day operations of group benefits programs (group health, dental, vision, short-term and long-term disability, workers' compensation, life insurance, accident plans, flexible spending plans, retirement plans, etc.). This role serves as the primary owner of self-funded benefit programs, with full accountability for their management, ongoing evaluation, operational performance, and long-term sustainability. This position is an individual contributor role. This position provides excellent customer service, designs quality benefits plans, partners cross-functionally with Payroll and Finance, and continually investigates new benefits programs and opportunities to improve existing offerings. RESPONSIBILITIES Research employee benefits plans and vendors to identify those that present the best value including evaluation of financial, operational, and employee experience impacts.. Design, recommend, and implement new benefits programs. Examine possible plan designs and benefit-cost changes. Assess, select, and negotiate with vendors and administrators, including those supporting self-funded arrangements, to ensure competitive plans, options, and rates. Serve as primary contact for plan vendors and third-party administrators. Coordinate transfer of data to external contacts for services, premiums, and plan administration. Evaluate and revise internal processes to reduce costs and increase efficiency. Document and maintain administrative procedures for assigned benefits processes. Ensure compliance with applicable government regulations. Ensure timeliness and accuracy of required reporting. Handle enrollments, COBRA, terminations, changes, beneficiaries, leaves of absence, disability, accident claims, 401k plan requests, audit, and compliance testing. Oversee maintenance of employee benefits files, maintain group benefits databases, and update employee payroll records. Provide customer service support to internal and external customers. Develop communication tools to enhance understanding of the company's benefits package. Design and distribute materials for benefits orientations, open enrollment, and summary plan descriptions. Support the administration of self-funded health plans, including coordination with stop-loss carriers, PBMs, and other vendor partners. Analyze and interpret experience reporting and claims data to identify trends, risks, and opportunities for cost management and plan optimization. Participate in program assessments to evaluate the effectiveness and long-term sustainability of benefit offerings. Partner with Finance and Accounting to support budgeting, forecasting, reconciliation, and financial reporting related to benefits programs. Lead or support cross-functional benefits projects, including vendor implementations, renewals, and plan design changes. REQUIRED QUALIFICATIONS Bachelor's degree in human resource management or related field Proven experience conducting comprehensive research and analysis of employee benefits plans and vendors, with demonstrated ability to evaluate financial, operational, and employee experience impacts to determine optimal value Track record of designing, recommending, and implementing new benefits programs, including experience examining various plan designs and analyzing benefit-cost structures Strong background in vendor assessment, selection, and negotiation, including experience working with self-funded arrangement administrators to secure competitive plans, options, and rates Three to five years of related benefits or employee benefits administration experience Prior experience administering or supporting self-funded health plans. Strong analytical skills with the ability to interpret claims and experience reporting. Knowledge of benefits contract language. Knowledge of all pertinent federal and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including the ACA, ERISA, COBRA, FMLA, ADA, Section 125, workers' compensation, Medicare, OBRA, and Social Security and DOL requirements. Computer proficiency and technical aptitude with the ability to use Google Office products; experience with HRIS and benefits databases. Strong analytical skills and a thorough knowledge of plan designs. Ability to understand, evaluate, and make judgments on decisions. Excellent communication and organization skills. Must be able to legally work in the country where this position is located without visa sponsorship. This position requires up to 5% travel PREFERRED QUALIFICATIONS SHRM-CP or SHRM-SCP and CEBS professional designations preferred. Project and team management/leadership skills and experience. Proven ability to work effectively in a team environment with associates. Effective planning and priority setting. Ability to manage several complex projects simultaneously while meeting deadlines. COMPENSATION & BENEFITS The HSA medical plan covers 100% of the premium for employee-only coverage. The PPO medical plan requires an employee contribution for employee-only coverage. For both plans, Concentric covers a substantial portion of the premium for dependents. Concentric also offers an HSA employer contribution Medical FSA Employer-paid insurance: life, STD, LTD, and AD&D 401k including employer match & immediate vesting 11 paid holidays Paid leave (vacation, sick, parental) Annual Health & Wellness Benefit Pet Insurance National discount employee program Employee Assistance Program for personal needs Credentity Protection - Eclipse Digital Protection by Concentric Free access to our Risk Intelligence Dashboard and GEAR App. Providing 24/7 access to trusted risk intelligence and remote support, helping you stay informed, prepared, and protected wherever you operate. Dedicated Security and Intelligence Training Programs for Professional Development Coaching and Mentoring Opportunities Seattle, Washington Pay Range$75,000-$90,000 USD Concentric and SPS Global acknowledge the systemic barriers in the security industry and recognize that removing those barriers will require a collaborative and conscious effort. Concentric and SPS Global are committed to programs and initiatives that promote diversity, equity, and inclusion, enhancing our organization and the broader community. We are creating a diverse environment and are proud to be an equal opportunity employer. We encourage people from all backgrounds to apply. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Concentric Advisors and SPS Global are committed to protecting the privacy and security of all applicants who submit personal information to us. You can access our GDPR and CCPA policy by clicking the GDPR button at the bottom of our career page.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: A Principal provides high-quality service to our Clients and Producers. They work to ensure satisfaction by balancing the quality of service and speed of response. Additionally, they develop and maintain relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability, and other benefit plans on behalf of clients. This role requires the employee to be the lead consultant and primary point of contact for clients. The expectation is that the advisor will work on large, complex accounts in the applicable segment (Middle Market) with some degree of supervision and approval from their supervisor. At this level, the Principal may have direct supervision of other, more junior team members and their work. They will support Producers in the soliciting of new business, and administration of current business, including renewals, processing applications, and other administrative duties and projects as assigned. ESSENTIAL FUNCTIONS: This role is responsible for, but not limited to, the following job duties: * Supervise the setup and renew all policies in the BenefitPoint system within 30 days * Supervise the maintenance of all required policy documents in the ImageRight system * Track all renewals and provide the renewal documents to the Producer * Review all renewals and when required, will spreadsheet the renewals with options to present to the client * Manage the day-to-day administrative tasks, such as enrollments, client and employee inquiries, billing and claims issues. * Research and respond to client, vendors, and Producer inquiries in a timely manner. * Prepare all documents for new business and renewals * Develop enrollment materials and presentations for on/off-site client meetings * Manage day-to-day inquiries from clients, vendors, and Producers. * Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers. * Maintain a project plan to ensure client deliverables are completed on time. Delegate work to more junior team members when appropriate. * Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues * Anticipate client needs and identify the strategies to solve them. * Review request for proposals and insurance plan analyses, negotiate with carriers, and recommend renewal actions. Oversee implementations of new business. * Understand and articulate alternative funding strategies, self-funded reporting, and renewal projections. * Work to develop and execute client strategy plan and defined deliverables. * Oversee open enrollment process for clients, Review employee presentations and communication materials. * Conduct and present annual client compliance audits. * Keep clients apprised of industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients. Keep clients aware of updates as necessary. * Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs). QUALIFICATIONS: * Minimum of 10 + years of progressive Employee Benefit insurance brokerage experience * Strong computer skills including Microsoft office suite, BeneiftPoint * Must be detail oriented. * Must have excellent Customer Service Focus, organizational and time management skills. * Must have leadership/ senior level skills EDUCATIONAL & LICENSING REQUIREMENTS: * Undergraduate Bachelor's degree * Required: Life & Health License COMPENSATION: The national average salary for this role is $140 000.00 - $160 000.00 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: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Objective: The Employee Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Sales experience preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Bring your personality to the Malone team! Go-getter. Straight-talker. People person. If that sounds like you, consider joining us for our mission. At Malone, there is nothing we love more than helping people and companies connect to accomplish amazing things. About Us: Malone is a private, award-winning company dedicated to providing staffing and recruitment needs to clients across the nation. Ranked on the SIA 2024 Top 100 List as one of the Largest Staffing Companies in the US, it is our pleasure to serve as the workforce resource and to make a positive impact on people's lives. Malone is actively recruiting a personable and supportive Employee Care Specialist to join our team. If you are passionate about building relationships, and employee wellness we would love to hear from you. Position Summary: The Employee Care Specialist is primarily responsible for working with the employee care manager in creating a positive work environment and support the physical and emotional well-being of internal and field employees. This includes face-to-face engagement with employees at all levels, analyzing sensitive situations in order to provide guidance and resources, record keeping, and reinforcing a character focused culture. Location: West Point, GA 31833 Job Type: Part-time (up to 5 hours) Primary Responsibilities: * Provide guidance and support to internal and field employees regarding various personal and work-related issues, including but not limited to workplace conflicts, performance concerns, stress management, and personal challenges. * Provide resources to help employees manage their personal and professional responsibilities * Mediate and resolve conflicts between employees or between employees and management, promoting open communication and fostering a positive and inclusive work environment. * Assist with training on various topics, including stress management, work-life balance, conflict resolution, and other relevant areas to enhance employee well-being and personal development. * Maintain records and analyze data related to employee care * Maintain strict confidentiality and handle sensitive employee information with utmost discretion and professionalism. Requirements: * Bachelor's degree in human resources, psychology, counseling, or a related field. * Certification in counseling or employee assistance programs is preferred. * Proven experience in employee relations, coaching, counseling, or a similar role. * Excellent interpersonal and communication skills, with the ability to build trust and rapport with employees at all levels of the organization. * Empathetic and compassionate nature, with the ability to handle sensitive and confidential matters. * Proficiency in MS Office suite and HRIS software.

The Benefit Counselor educates union members about voluntary benefit plans, communicates available programs to eligible members, and members in elected benefits through various enrollment platforms. The position offers a flexible schedule, paid travel, training, and a per day contract rate. Essential Functions: 1. Actively participate in case, enrollment, product, and systems training. Through face-to-face, telephonic Benefit Center, and/or web, educate union members about benefit programs. Communicate available benefit programs to eligible members. 2. Enroll members in elected programs through web site and/or electronic enrollment system. 3. Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations. 4. Conduct all business and actions according to highest possible standards or professional conduct. Maintain confidences and protect confidential and proprietary information obtained in the course of employment. Requirements Educational Requirements: High school diploma required. Active state life and health insurance license required. Experience Requirements: Insurance background and/or voluntary benefits experience strongly preferred. Computer skills, including experience with and knowledge of, Microsoft Word, Excel, and Outlook; Internet Explorer; Adobe Acrobat; databases; and web-based contact management systems. Ability to think critically and act logically to evaluate situations, solve problems and make recommendations. Reliable, professional, attention to detail, able to work with diverse group of clients and staff, ability to work in fast-paced team environment, and flexibility to manage changing parameters and timelines. Develop and maintain positive relationships with and provide excellent customer service to all.

Job Family Talent Management & Learning About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provides analysis, design, delivery and administration of learning solutions within the organization. Designs and develop course curriculum. Supports the learning needs for small to medium scale transformational projects. Evaluates the effectiveness of learning programs and transfer of knowledge. Works closely with the team to ensure programs align with and contribute to business and strategic goals. Responsibilities * Support the learning needs of the organization, including new products and systems projects; design and develop online training courses, resources and job aids that support the success of the learning programs. * Analyze the needs of the business unit to ensure that the design and documentation of learning materials is effective. * Continue to grow and develop as a learning professional by contributing to the success of the team. This will be done by demonstrating and sharing best learning practices with business groups and team members, and by acting as a role model in the learning professional field. * Deliver and assess process and system training. * Work with business areas to ensure application of knowledge on the job. * Maintain development history and learner's progress within the learning management system (LMS) and monitor effectiveness of programs. * Develop curriculum and work closely with each team area to keep the documentation updated as changes occur. * Develop and deliver presentations utilizing different mediums. Qualifications * Bachelor's degree in a business-related field or equivalent work experience. * Two years learning and development experience. * Ability to work independently and as part of a team. * Strong documentation and technical writing skills. * Excellent interpersonal skills. * Ability to incorporate creative and innovative solutions in a learning environment. * Project management skills that include research capabilities and effective prioritization. * Strong verbal and written communication skills. * Advanced proficiency in Microsoft Windows and MS Office applications. Preferred Qualifications * Knowledge of adult learning principles. * Training experience in insurance or other related business. * Insurance/financial services industry experience. * Knowledge of Microsoft SharePoint and learning management systems. Working Conditions * Hybrid * Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Compensation: The salary for this position generally ranges between $56,000-$63,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

The Employee Benefits Unit Supervisor, Account Management Small Business Unit, is responsible for overseeing assigned team, under the direction/mentorship of the Employee Benefits Leader, including workflows, new business/renewal assignments to staff, ensuring adherence to agency procedures by staff, serves as liaison between producers and team staff; also responsible for conflict resolution and disciplinary correction in tandem with the team leader Supervisory Responsibilities: · Participate in interviewing and evaluation of prospective employees · Providing training and guidance regarding department procedures · Participating in disciplinary and termination issues · Ensuring compliance with policies and procedures · Implementing new procedures and/or changes · Ensuring smooth and efficient operation of department · Acting as liaison between producers and support staff · Resolves employee issues regarding workflow, agency procedures, with producers and clients Essential Tasks: Core Responsibilities · Reporting, Workload & SBU Administration · Prepare and deliver monthly SBU reporting for leadership and team visibility. · Coordinate and process the quarterly SBU bonus for each SBU team member in alignment with established criteria. · Monitor team workloads and support balanced distribution across SBU teams. · Conduct semi-annual audits to confirm revenue thresholds and accurate identification of house accounts. Client & Industry Awareness · Maintain and manage a small book of business to stay current on client needs, workflows, and service expectations. · Stay informed on industry developments and carrier trends to support training, communication, and team guidance. · Mentorship & Support · Serve as an informal mentor and peer resource. · Provide guidance on best practices, processes, and tools. · Support informal check-ins for new hires during their first 90 days. · Encourage skill development through shared tips and lessons learned. Training & Development · Host periodic trainings on systems, workflows, service standards, and new products. · Partner with leadership to identify training needs and topics. · Coordinate internal SMEs or guest speakers as needed. · Maintain and update shared job aids and quick-reference resources. Meetings & Communication · Plan and facilitate a monthly team meeting focused on wins, process improvements, and key updates. · Collect and organize agenda items. · Capture and share takeaways, action items, and follow-ups. Culture & Engagement · Promote collaboration, recognition, and knowledge sharing. · Encourage participation in firm programs and initiatives. Process, Change & Communication Bridge · Serve as a liaison between the team and leadership, elevating ideas, questions, and recurring themes. · Gather feedback on what is and is not working and share insights with leadership. · Communicate upcoming changes clearly and positively. · Support rollout of new tools and processes through early adoption, translation of impacts, and peer support. · Partner with champions across departments to share best practices and reinforce alignment. Role Modeling · Model service standards, professionalism, and responsiveness. · Demonstrate a positive, solutions-focused mindset. · Encourage consistent use of standard processes and tools. Core Competencies: : Display leadership skills and ability to motivate fellow employees (If applicable) : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner : A strong focus on completing tasks and projects accurately and thoroughly : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences : Ability to finish tasks and projects efficiently, managing resources and priorities effectively : Willingness to work together with others, promoting teamwork and supporting shared goals : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction : Acknowledgment of the importance of being present and punctual. : Openness to suggesting new ideas and methods to improve processes and outcome : Capability to prioritize tasks and manage multiple projects simultaneously : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: Minimum of 5 years of experience in Account Management Bachelor's degree is preferred Licensing and Credentials: · Employee Health and Life License (Active) Systems: · Proficient with Microsoft Excel, Word, PowerPoint, and Outlook · Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable Physical Requirements: · Ability to lift 25 pounds · Repeated use of sight to read documents and computer screens · Repeated use of hearing and speech to communicate on telephone and in person · Repetitive hand movements, such as keyboarding, writing, 10-key · Walking, bending, sitting, reaching and stretching in all directions Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

The Benefit Counselor builds relationships, communicates, and educates union members about voluntary benefit plans, and enrolls eligible members in elected benefits through various enrollment platforms. This "people person" position offers a flexible schedule, paid travel, paid training, and a flat per day rate. Essential Functions: 1. Actively participate in case, enrollment, product, and systems training. Through face-to-face, telephonic Benefit Center, and/or web, educate union members about benefit programs. Communicate available benefit programs to eligible members. 2. Enroll members in elected programs through web site and/or electronic enrollment system. 3. Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations. 4. Conduct all business and actions according to highest possible standards or professional conduct. Maintain confidences and protect confidential and proprietary information obtained in the course of employment. Requirements Educational Requirements: High school diploma required. Active state life and health insurance license required. Experience Requirements: Insurance background and/or voluntary benefits experience strongly preferred. Computer skills, including experience with and knowledge of, Microsoft Word, Excel, and Outlook; Internet Explorer; Adobe Acrobat; databases; and web-based contact management systems. Ability to think critically and act logically to evaluate situations, solve problems and make recommendations. Reliable, professional, attention to detail, able to work with diverse group of clients and staff, ability to work in fast-paced team environment, and flexibility to manage changing parameters and timelines. Develop and maintain positive relationships with and provide excellent customer service to all.

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: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Benefit Counselor educates client employees about employee benefit programs, communicates available programs to eligible employees, and enrolls employees in elected programs. The position will be ideal for incumbents located in Pittsburgh, PA and/or Northern, NJ. Essential Functions: 1. Actively participate in case, enrollment, product, and systems training. Through face-to-face, telephonic Benefit Center, and/or web, educate client employees about employee benefit programs. Communicate available employee benefit programs to eligible client employees. 2. Enroll employees in elected programs through web site and/or electronic enrollment. Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations. Work assigned days and shifts that may include weekends, evenings, and/or nights. Conduct all business and actions according to highest possible standards or professional conduct. Maintain client and employee confidences and protect confidential and proprietary information obtained in the course of employment. 3. Identify efficiencies and innovative solutions. 4. Other duties as assigned Requirements Educational Requirements: High school diploma required. Active appropriate state life and health producer license required. Experience Requirements: Insurance background and/or voluntary benefits experience preferred. Computer skills, including experience with and knowledge of benefit enrollment systems, Microsoft Word, Excel, and Outlook; Internet Explorer; Adobe Acrobat; databases. Ability to think critically and act logically to evaluate situations, solve problems and make recommendations. Reliable, professional, customer focused, attention to detail, able to work with diverse group of clients and staff, ability to work in fast-paced team environment, and flexibility to manage changing parameters and timelines. Develop and maintain friendly, positive relationships with and provide excellent customer service to staff, clients, carriers, and vendors. Salary Description Per Day Flat Enrollment Rate

The Benefit Counselor educates union members about voluntary benefit plans, communicates available programs to eligible members, and members in elected benefits through various enrollment platforms. The position offers a flexible schedule, paid travel, training, and a per day contract rate. Essential Functions: 1. Actively participate in case, enrollment, product, and systems training. Through face-to-face, telephonic Benefit Center, and/or web, educate union members about benefit programs. Communicate available benefit programs to eligible members. 2. Enroll members in elected programs through web site and/or electronic enrollment system. 3. Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations. 4. Conduct all business and actions according to highest possible standards or professional conduct. Maintain confidences and protect confidential and proprietary information obtained in the course of employment. Requirements Educational Requirements: High school diploma required. Active state life and health insurance license required. Experience Requirements: Insurance background and/or voluntary benefits experience strongly preferred. Computer skills, including experience with and knowledge of, Microsoft Word, Excel, and Outlook; Internet Explorer; Adobe Acrobat; databases; and web-based contact management systems. Ability to think critically and act logically to evaluate situations, solve problems and make recommendations. Reliable, professional, attention to detail, able to work with diverse group of clients and staff, ability to work in fast-paced team environment, and flexibility to manage changing parameters and timelines. Develop and maintain positive relationships with and provide excellent customer service to all.

The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services. Job Title: Benefits Counselor Division: Group Benefits Location: Columbia, SC; Raleigh, NC; Atlanta, GA; Nashville, TN Type: Full-Time; Significant Travel (average 3-6 overnights/month and daily onsite trips 2-5 days/month; increasing significantly in the 4 th Quarter of the year) Hiring Range: $44,000-$47,000 base salary plus bonus incentives (Total Compensation Range: $50,000-$57,000) Commitment: Two-Year Commitment to The Cason Group Our Benefits Education Team provides enrollment services to employer groups. As a Benefits Counselor, you will consult with group employees to educate and explain relevant insurance coverage and benefit options. What Our Benefits Counselors Do: Consult and Collaborate: work with clients in-person, via phone, and virtually to answer questions, explain plan options, and enroll in selected products Coordinate and Communicate: communicate regularly with manager to coordinate schedule and manage enrollments while working with Group Administrators and Advisors to plan on-site meetings Drive Results: meet and exceed defined metrics of success as set by Supervisor, Benefits Counselors and Director, Benefits Education Engage as Team Player: serve in sales call center as needed; provide on-the-job training for new employees Stay Current in Industry: Attend Carrier Seminars and Trainings What We Are Looking For: Bachelor s Degree or equivalent experience in a related field Valid state driver s license Insurance License (or the ability to obtain licensure within the first 60 Days) Excellent communication, interpersonal, and customer services skills as well as the ability to work well with others to secure their support and cooperation Proficiency in Microsoft Office Products including Excel, Outlook, Teams, and Word (and a desired knowledge of general database systems) Willingness to work a flexible schedule with occasional overtime and overnight travel to accommodate group employers schedules Why You Should Work With Us: Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options 401K Retirement Plan with company contribution Paid Time Off (vacation and holidays) Employee Assistance Program Charitable Matching and Paid Community Service Time