Benefit Client Advisor

Austin Benefits Group; Austin (TX); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

New business commission

Employee benefits coverage

401(k) match

Summer Fridays

Remote Fridays

Paid time off

Paid holidays

Professional development

License support

Family time off

Volunteer time off

Job summary

Austin Benefits Group is seeking a Benefit Client Advisor who will own the client relationship end-to-end for a diverse book in business insurance. You will lead onboarding, renewals, and day-to-day support while providing strategic planning and solutions for clients.

Role emphasizes education, cross-sell growth, and high-visibility collaboration with leadership, analytics, and support teams, all within a collaborative culture and growth opportunities.

Qualifications

• Experience in employee benefits or business insurance at a brokerage, agency, or carrier.
• Proven ability to retain and grow a client portfolio.
• Strong communication with CFOs and HR teams.
• Detail-oriented with the capacity to manage complex accounts.
• Self-directed and accountable; data hygiene matters.

Responsibilities

• Own the client relationship end-to-end—from onboarding and renewals to day-to-day support and strategic planning.
• Lead the full renewal process, protecting client interests and firm's retention goals.
• Develop customized service plans and conduct benefits education sessions in-person and virtually.
• Identify cross-sell opportunities and grow account revenue year over year.
• Resolve claims, billing, and administrative issues promptly.
• Coordinate coverage transitions between clients, carriers, admins, and employees.
• Maintain accurate records in the agency management system.
• Stay updated on healthcare compliance and industry trends.
• Participate in industry events and networking to grow presence.
• Collaborate with Analytics and Client Support teams when needed.

Skills

Client relationship management

Communication with CFO/HR

Detail-oriented

Self-directed

Technology aptitude

Tools

Agency management system (AMS)

CRM software

Job description

Be the reason clients never look elsewhere.

Who We Are

Austin Benefits Group isn't your average employee benefits firm. We're a driven team of consultants and advocates who deliver benefit solutions to private and publicly traded companies --- and we take that responsibility seriously. Our clients don't just get a broker; they get a dedicated partner who shows up, solves problems, and genuinely cares about their people.

If you've been in client-facing benefits roles at firms and you're ready for a place where your contributions are seen, valued, and rewarded --- keep reading.

The Opportunity

We're looking for a Benefit Client Advisor who thrives on ownership. You'll manage a robust book of business in the Business Insurance space --- serving as the primary point of contact, strategic advisor, and problem-solver for a diverse portfolio of clients. This is a high-visibility role with real autonomy and a direct line to leadership.

What You'll Do

• Own the client relationship end-to-end --- from onboarding and renewals to day-to-day support and strategic planning
• Lead the full renewal process, driving outcomes that protect both the client's interests and the firm's retention goals
• Build customized service plans and conduct in-person and virtual benefits education sessions that genuinely move the needle
• Proactively identify cross-sell opportunities and grow account revenue year over year
• Resolve claims, billing, and administrative issues quickly and thoroughly --- you're the one clients call when it matters
• Coordinate seamless coverage transitions between clients, carriers, administrators, and employees
• Maintain accurate, up-to-date records in the agency management system
• Stay sharp on healthcare compliance and industry trends so your clients always get your best thinking
• Participate in industry events, seminars, and networking opportunities to build your presence and the firm's brand
• Collaborate with our Analytics and Client Support teams when projects call for it

What Sets You Apart

• Experience in employee benefits or business insurance at a brokerage, agency, or carrier
• A track record of retaining and growing a client portfolio
• You communicate with confidence --- whether that's presenting to a CFO or walking an HR team through open enrollment
• Detail-oriented enough to manage complex accounts, but people-first enough to build real trust
• Self-directed and accountable --- you don't wait to be told what to do
• Comfortable with technology and committed to keeping your data clean

Why Austin Benefits Group?

Collaborative Team Culture

We win together and support each other --- no internal politics, no silos.

Room to Grow

Continuing education, compliance training, and real advancement paths.

Meaningful Work

Your clients are real businesses with real employees --- your work matters.

Compensation & Benefits

We believe great people deserve great rewards. Here's what you can expect when you join Austin Benefits Group:

• Competitive Base Salary A strong base that reflects your experience and the value you bring to the team.
• New Business Commission Uncapped commission on new business sales --- the more you grow, the more you earn. Your hustle is directly rewarded.
• Unmatched Employee Benefits Best-in-class health, dental, and vision coverage with high employer contributions. We don't just sell great benefits --- we live them.
• Generous 401(k) Match An extremely competitive employer match so you can build real long-term wealth, not just a paycheck.
• Summer Fridays Enjoy early dismissal on Fridays during the summer months. You've earned it.
• Remote Fridays Work from home every Friday, year-round. We trust you to get the job done.
• Competitive PTO A generous paid time off policy that lets you actually recharge --- not just accrue days you never use.
• Paid Holidays A robust holiday schedule so you can be present for the moments that matter most.
• Professional Development We invest in your growth through sponsored education, industry seminars, and ongoing training opportunities to keep your expertise sharp and your career moving forward.
• License Support We fully support obtaining and retaining your insurance license --- covering costs and providing the resources you need to stay compliant and credentialed.
• Family Event Time Off Life's biggest moments shouldn't require a negotiation. We offer dedicated time off for family events --- because your family matters as much as your clients.
• Volunteer Time Off We're proud community advocates. Paid volunteer time off lets you give back to the causes and organizations that matter to you --- on us.