Group Benefits Enrollment Consultant - Bilingual - Chicago
Franklin Park, IL jobs
Work Type: Full Time Regular Application Closes: Open Until Filled
2025-08-27 SHARE
As a Bilingual Group Benefits Enrollment Counselor, you will travel on behalf of our Group Insurance offices and facilitate the enrollment process for new and existing customers. You will connect with people on an individual level and know you are making an impact on their lives through setting them up with benefits that protect what matters most.
WHAT WE CAN OFFER YOU:
Estimated Salary (Levels have variable responsibilities and qualifications):
Group Benefits Enrollment Counselor: $80,000 - $85,000 plus annual bonus opportunity
Senior Group Benefits Enrollment Counselor: $85,000 - $90,000 plus annual bonus opportunity
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
Coordinate and facilitate the entire enrollment process for new and existing Group Insurance customers, ensuring efficient and smooth operations.
Plan, organize, and execute enrollment strategies to meet customer needs, maximize employee participation, and stay within budget, including performing cost analyses.
Conduct enrollments and re-enrollments of employee groups in voluntary insurance products through various methods.
Develop and deliver customized enrollment materials and support systems, working closely with Group Sales Representatives, brokers, and employers to address specific communication needs.
Provide operational support to Group Sales offices and assist in planning enrollment methodologies, processes, and tools for voluntary benefits management.
WHAT YOU'LL BRING:
2+ years' experience with group benefits enrollment with in-depth knowledge of voluntary group benefits and products with strong communication and relationship building skills.
Proficiency with PowerPoint along with developing/facilitating/navigating PowerPoint presentations. Experience using Excel to include navigating/data entry.
Licensed agent in residence state, able to obtain non-residence license or actively pursuing appropriate licenses
Ability to travel 75% during peak season and may travel 50% of the work period and a have a valid driver's license
Working knowledge of competitor products and services
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
Must reside 3 hours to our office located in Chicago, IL in a hybrid environment and ability to travel within the Chicago area.
PREFERRED:
Working knowledge of video conferencing and technology platforms including Microsoft Teams, Brainshark, Amazon Polly, iMovie, and others.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
If you have questions about your application or the hiring process, email our Talent Acquisition area at *************************. Please allow at least one week from time of applying if you are checking on the status.
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Employee Benefits Producer
Santa Barbara, CA jobs
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.â¯
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.â¯
Employee Benefits Producer
Irvine, CA jobs
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.â¯
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.â¯
Employee Benefits Account Coordinator
Oklahoma City, OK jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Account Coordinator for our Oklahoma City, OK office.
The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
Assists in marketing of accounts as directed by account managers
Assists with the preparation of reports, proposals and other presentation materials
Audits billing statements for accuracy on behalf of clients
Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
Assists in processing necessary paperwork for submission to carrier -implementation
Attend local enrollment/client meetings as needed
Delivers outstanding customer service
Maintains agency files accurately and consistently
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Core Competencies:
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
High school diploma or equivalent required
1+ year of employee benefits experience in the insurance field preferred
Commitment to continuous learning and professional development
Licensing and Credentials:
Active Life & Health License preferred
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account 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.
Employee Benefits Account Coordinator
Port Arthur, TX jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Account Coordinator for our Port Arthur, TX office.
The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
Assists in marketing of accounts as directed by account managers
Assists with the preparation of reports, proposals and other presentation materials
Audits billing statements for accuracy on behalf of clients
Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
Assists in processing necessary paperwork for submission to carrier -implementation
Attend local enrollment/client meetings as needed
Delivers outstanding customer service
Maintains agency files accurately and consistently
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Core Competencies:
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
High school diploma or equivalent required
1+ year of employee benefits experience in the insurance field preferred
Commitment to continuous learning and professional development
Licensing and Credentials:
Active Life & Health License preferred
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account 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.
Employee Benefits Account Coordinator
Atlanta, GA jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Account Coordinator for our Atlanta, Georgia office.
The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
Assists in marketing of accounts as directed by account managers
Assists with the preparation of reports, proposals and other presentation materials
Audits billing statements for accuracy on behalf of clients
Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
Assists in processing necessary paperwork for submission to carrier -implementation
Attend local enrollment/client meetings as needed
Delivers outstanding customer service
Maintains agency files accurately and consistently
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Core Competencies:
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
High school diploma or equivalent required
1+ year of employee benefits experience in the insurance field preferred
Commitment to continuous learning and professional development
Licensing and Credentials:
Active Life & Health License preferred
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account 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
Employee Benefits Account Coordinator
Wichita Falls, TX jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Account Coordinator for our Wichita Falls, TX office.
The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
Assists in marketing of accounts as directed by account managers
Assists with the preparation of reports, proposals and other presentation materials
Audits billing statements for accuracy on behalf of clients
Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
Assists in processing necessary paperwork for submission to carrier -implementation
Attend local enrollment/client meetings as needed
Delivers outstanding customer service
Maintains agency files accurately and consistently
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Core Competencies:
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
High school diploma or equivalent required
1+ year of employee benefits experience in the insurance field preferred
Commitment to continuous learning and professional development
Licensing and Credentials:
Active Life & Health License preferred
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account 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.
Employee Benefits Account Coordinator
Fort Worth, TX jobs
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Account Coordinator for our Fort Worth, Texas office.
The Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Essential Tasks:
Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
Assists in marketing of accounts as directed by account managers
Assists with the preparation of reports, proposals and other presentation materials
Audits billing statements for accuracy on behalf of clients
Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
Assists in processing necessary paperwork for submission to carrier -implementation
Attend local enrollment/client meetings as needed
Delivers outstanding customer service
Maintains agency files accurately and consistently
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Core Competencies:
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
High school diploma or equivalent required
1+ year of employee benefits experience in the insurance field preferred
Commitment to continuous learning and professional development
Licensing and Credentials:
Active Life & Health License preferred
Systems:
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Applied Epic experience preferred, but knowledge of similar Account 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
Benefit Counselor/Enroller (UNIONS) - Per diem, Seattle WA
Seattle, WA jobs
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.
Supervisor, Retirement Benefits
Oak Brook, IL jobs
The Supervisor, Retirement Benefits supervises daily operations of a Retirement Benefits team in accordance with Company guidelines, client needs, and regulatory requirements.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role."
Key Duties and Responsibilities
Provides daily leadership and supervision to team consistent with management values and mission.
Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.
Develops staff through performance management, goal setting, training, and effective employee relations.
Participates in national organizational initiatives representing the Retirement Benefits Operations organization and assigned office(s).
Communicates and implements changes in policies, procedures, and Plan guidelines. Ensures applicable training is delivered to support operational execution.
Oversees the processing of retirement benefit applications, calculations, and payments in accordance with Plan documents and regulatory requirements.
Conducts unit meetings on a regular basis to discuss updates and changes that affect operations such as new procedures, policies, or updates to Plan guidelines.
Provides status and production reports on processing metrics or applications status, as needed.
May perform final quality review of unusual or complicated retirement benefit calculations and balancing of monthly benefit payments.
May assist in the resolution of escalated calls or questions.
May attend Board of Trustee meetings to provide operational updates.
Performs other duties as assigned.
Minimum Qualifications
High school diploma or GED.
Four years of experience working in retirement benefits.
Working knowledge of defined benefit plans, defined contribution plans, 401(k) plans and benefits administration systems.
Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.
Proven ability to recruit, lead, and motivate a team to balance staffing strength with profitability and growth.
Excellent verbal and written communication skills, including interpersonal skills.
Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.
Strong decision-making and organizational skills, with an attention to detail and the ability to optimize all available resources and deliver on multiple priorities.
Ability to effectively manage remote employees in diverse locations.
Must be willing to travel as business dictates.
Computer proficiency including Microsoft Office tools and applications.
Preferred Qualifications
Prior experience in a supervisory or lead role.
Experience working in a third-party administrator or Taft-Hartley environment.
Work experience related to quality control or process improvement.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
Prolonged periods of sitting at a desk and working on a computer.
Regular travel that may be overnight.
May be required to work remotely.
Must be able to lift up to 15 pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you.
Please note that in compliance with certain state law, we are displaying salary. This rate is intended for hires into this location.
Compensation: $65,000-$75,000/annually
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Auto-ApplyEmployee Benefits Producer
West Valley City, UT jobs
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.â¯
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.â¯
Employee Care Specialist
West Point, GA jobs
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.
Sales Talent: Employee Benefits-Risk Management
Cedar Rapids, IA jobs
Job Description
TrueNorth is driven by our core values of Exceptionalism, Collaboration, and Resourcefulness. We passionately serve our clients, colleagues, and communities. We seek candidates who are hungry, humble, and smart! TrueNorth is looking for Sales Production Talent to join our insurance sales team in the Risk Management or Employee Benefits divisions. Your mission: drive new business and manage existing clients.
We are hiring in the Southeast, Midwest, or Mid-Atlantic regions to fuel growth. We want someone with an entrepreneurial spirit who is deeply connected to their region!
About TrueNorth Companies:
Our clients face significant risks and opportunities. They seek leadership, integrity, and real results. For over twenty years, TrueNorth has met our clients' needs with innovative strategies and a personal connection. Our integrated platform of risk management, employee benefits, and personal financial strategies addresses today's ever-changing complexities. Join our amazing team!
Here's the Opportunity:
As a producer, you will have the freedom to build a book in your territory. TrueNorth's entrepreneurial model offers a generous commission structure that pays year over year, providing a clear path to long-term independence and wealth. You may even have the opportunity to own personal and team books. If you position yourself as an equity owner within our firm, the income potential is unlimited. Contact us to learn more about this unique opportunity at TrueNorth.
Why Join TrueNorth?
We focus on developing our people and growing the business. We offer a competitive benefits package, well-being programs, incentives, and a positive work culture. TrueNorth is honored to be recognized by Inc 5000 as one of the Fastest Growing Companies!
TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Join us!
Employee Benefits Captive Executive
Waukee, IA jobs
Are you an experienced Employee Benefits sales professional with a passion for innovative employee benefit plan solutions? Do you thrive in dynamic environments where your expertise can shape the future of financial strategies? If so, we have an exciting opportunity for you! Join our team at Innovative Captive Strategies as a Captive Executive and play a pivotal role in developing cutting-edge captive insurance strategies for our diverse portfolio of clients. Here, your insights and creativity will drive success and transformation in a rapidly evolving industry. Let's redefine the future of captive insurance together!
As a Captive Executive at ICS, you will be responsible for achieving sales goals to grow revenues profitably through adding to a book of business with new clients by growing and maintaining relationships with agency partners. Your expertise will help guide our captives to achieve optimal financial performance and support our mission of delivering exceptional service to our clients.
Essential Responsibilities:
Actively generate new sales leads through qualified sales calls and meetings through new agency partner relationships which results in achieving or exceeding sales goals.
Provide captive education and consulting for existing captive clients and agency partners in addition to prospective captive clients and agency partners.
Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as appropriate.
Attends all sales-related activities, promoting game-changing, positive attitude in support of all agency changes and/or growth.
Attend, plan and participate in captive quarterly calls and member meetings.
Serve as Captive Lead on group captive programs and act as a liaison between agency partners, clients, and vendor partnerships.
Work closely with various disciplines within ICS to drive strategic direction, insight and vision for the captive.
Maintain professional and consultative relationships with various committees within the captive.
Develop Captive Consultants and Business Development Coordinators to enhance their knowledge and responsibilities.
Responsible for overall team accountability as respects to commitments made to customers. Encourages and coaches to build healthy, high functioning teams through influencing others.
Qualifications:
Education: College degree preferred
Experience: 2+years of employee benefits sales experience
Licensing: Hold appropriate state specific Insurance Agent's License, or the ability to obtain within 90 days of hire
Skills & Technical Competencies: Strong sales skills with a proven process to meet/exceed goals, advanced public communication skills, excellent written communication skills, proficient in advanced technology, including Salesforce. Must travel with own vehicle up to 50% of the time.
Here's a little bit about us:
Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!
Holmes Murphy & Associates is an Equal Opportunity Employer.
Compensation is based on several factors, including but not limited to, education, work experience, and industry certifications. Total compensation is commensurate based on the book of business. We offer base salary, plus commissions style compensation structure as well as opportunities for growth and advancement, including becoming a stake holder in our business.
#LI-EG1
Auto-ApplyBenefit Counselor/Enroller (UNIONS) - Per diem, Denver, CO
Denver, CO jobs
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.
Benefit Counselor - Enroller, NJ & PA
Pittsburgh, PA jobs
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
Employee Benefits Middle/Large Market Producer
Toledo, OH jobs
Business Development Sales Executive We are looking for a motivated and experienced Business Development Sales Executive to join our dynamic team. This role offers an exciting opportunity for a driven professional who is passionate about sales and building lasting client relationships. If you thrive in a competitive and collaborative environment and are eager to contribute to a winning team, we want to hear from you.
Key Responsibilities:
* Identify and pursue new business opportunities within the middle and large market segment
* Build and maintain strong relationships with clients and prospects to foster long-term loyalty
* Service existing accounts to ensure client satisfaction and retention
* Achieve and exceed new business production goals and sales targets
* Develop and implement strategic sales plans to expand market presence
* Collaborate with internal teams to deliver tailored solutions to clients
* Maintain detailed records of sales activities and client interactions using our CRM system
Skills and Qualifications:
* Proven experience in middle market sales or business development
* Strong relationship-building and interpersonal skills
* Excellent communication and negotiation abilities
* Goal-oriented with a track record of meeting or exceeding sales targets
* Self-motivated, hungry to succeed, and eager to contribute to team success
* Ability to work independently and as part of a collaborative team
* Knowledge of industry trends and market dynamics
Join our team and be part of a company that values growth, innovation, and a winning attitude. We offer a supportive environment where your sales skills can thrive and your career can advance.
Requirements
Bachelor's degree: preferred
Successful sales and management record in insurance
Must be willing to use technology and have good computer skills
Appropriate agents license are required
Willingness for continued education and professional development is essential
Willing and able to travel as necessary for industry meetings, trainings or conventions
Benefit Counselor/Enroller (UNIONS) - Per diem, Memphis, TN
Memphis, TN jobs
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.
Employee Benefits Producer
Wichita, KS jobs
Job Description
As a Producer at ICI, you will develop a pipeline of new clients through direct and indirect client contact and prospecting with follow-up on leads to identify business opportunities. The position makes initial contacts and develops relationships with prospective clients that grow into business opportunities. Networking and creating connections across the community for opportunities is an integral part of this position
Benefits
Paid Time Off (PTO)
Life Insurance
Disability Insurance
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
Successfully develop and deploy sales and marketing strategies with clients and prospects.
Understand the business and competitive landscape. Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospects needs.
Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
Work collaboratively with the account management team and local/regional and national resources to maximize results.
Requirements
Required experience and knowledge:
Bachelors Degree or a minimum of 2 years of insurance industry experience
Excellent verbal and written communication skills
Strong analytical skills
Proficient with MS Office applications
Preferred experience and knowledge:
Current Kansas Property & Casualty Insurance and Life License
CEBS or other insurance designations
Experience using Applied Systems (Epic) software
Academy Associate- Employee Benefits
Phoenix, AZ jobs
Lockton is seeking a motivated and inquisitive professional to join our People Solutions team as an Academy Associate. This role is designed for individuals who are eager to build a strong foundation in employee benefits through a structured learning program, mentorship, and hands-on experience. Academy Associates will have the opportunity to learn the business, contribute to the delivery of brokerage and consulting services, and develop skills for long-term career growth within Lockton.
Position responsibilities
Participate actively in the Academy learning program and other learning and development initiatives.
Develop an understanding of the benefits brokerage and consulting business.
Support the service of clients, including renewal, marketing, issue resolution, and client support.
Assist in the development of financial models and reports for clients and senior team members.
Participate in client strategy and renewal meetings to understand client expectations.
Maintain client files, contracts, and documents.
Support basic claims and enrollment issues.
Document meetings, calls, and commitments made to the client and team.
Participate in peer review by reviewing team deliverables and submitting your own work for feedback to ensure accuracy and quality.
Attend select meetings with clients, either in person or virtually, and take notes as needed.
Build and maintain relationships with internal stakeholders, including specialty resources.
Maintain high professional standards in all interactions and deliverables, including confidentiality, communication, and accountability.
Perform other responsibilities and duties as needed to support the team and clients.
#LI-DA2
Position qualifications
Bachelor's Degree or related field and/or years of experience equivalent
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong analytical skills and comfort working with financial data, reports, or quantitative information.
Strong verbal, written and interpersonal communication skills required.
Ability to efficiently organize work and manage time to meet deadlines.
High aptitude for accuracy and strong attention to detail required.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Ability to complete continuing education requirements as needed.
Ability to travel by automobile and aircraft.
Ability to work on a computer for a prolonged amount of time.
Ability to work outside of normal business hours as needed.
Legally able to work in the United States
Additional Information