Benefits Advising (Renewals) Leader

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Empower and coach a team of 10-15 licensed advisors and specialists to deliver tailored, high-quality renewal experiences.
• 2
  Drive retention and revenue growth by ensuring tailored, high-quality renewal experiences through a customer's renewal and ongoing benefits experience.
• 3
  Evolve the customer experience by using customer feedback and data to identify and drive improved processes and deliver more holistic, outcomes-focused advising.
• 4
  Act as project manager for large-scale, cross-functional initiatives that result in better outcomes for customers.
• 5
  Foster a culture rooted in Gusto's values, creating an environment of trust, feedback, and continuous learning.
• 6
  Work cross-functionally to partner with Product, Carrier Ops, Sales, and other CX teams to improve tooling, training, workflows, and the overall customer experience.

RequirementsAI-extracted

• 4-6 years of formal leadership experience in benefits advisory, customer success or renewals, or a similar field.
• Direct experience with small group health insurance (fully insured, level-funded or PEO models) is required.
• Proven ability to drive revenue growth, customer retention, and expansion through consultative renewal and upsell strategies.
• Analytic and strategic thinker with the ability to translate data into insights and actions.
• Strong operational skills, proactive approach to process improvement, and previous experience driving initiatives and best practices that improve customer experience.
• Experience with technology/automation solutions such as Salesforce, APIs, and benefits administration platforms.

Perks & BenefitsAI-extracted