Future Opportunities: Licensed Benefits Advisor
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About This Role
Gusto is seeking a Licensed Benefits Advisor to guide small business owners through health benefits decisions, building lasting relationships and providing clear guidance on health insurance concepts. The advisor will serve as the primary benefits contact for a portfolio of clients and proactively assess client needs. This role requires a minimum of 4+ years in a customer-facing role and an Active Life and Health Producer License. The advisor will work in a fast-paced, deadline-driven environment and be expected to meet SLAs and performance standards.
Key ResponsibilitiesAI-extracted
- 1Serve as the primary benefits contact for a portfolio of small group employer clients
- 2Guide clients through the full renewal process, from assessment of needs to enrollment support
- 3Proactively assess client needs and recommend coverage options and plans that best fit their teams
- 4Provide clear guidance on health insurance concepts via phone and email
- 5Meet SLAs and performance standards in a fast-paced, deadline-driven environment
RequirementsAI-extracted
- Minimum 4+ years in a customer-facing role, with health insurance or benefits experience preferred
- Active Life and Health Producer License
- Experience supporting a client portfolio or managing ongoing client relationships
- A track record of strong client retention and service delivery
- Clear communication skills to simplify complex benefits concepts
Perks & BenefitsAI-extracted
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