BenefitMall - BenAdmin Solutions Advisor (Remote)

206 Centerstone Ins & Fin Svc; New York (NY); Remote; USD 80,000 - 85,000; Full time

Job summary

A leading insurance services provider is seeking a Solutions Advisor. This remote role focuses on managing broker experiences, conducting trainings, and providing technical support. Ideal candidates will have a Bachelor's degree and experience with BenAdmin technology. Join a company recognized for its commitment to employee growth and a supportive work culture.

Benefits

Medical, Dental, Vision Insurance

401k Plan

10 Days Vacation in the First Year

Paid Holidays

Qualifications

• 3+ years of experience with BenAdmin technology software.
• Strong ability to manage broker experiences.

Responsibilities

• Manage broker experience during new build and renewal processes.
• Conduct training and support to internal and external stakeholders.

Skills

Customer Service

Presentation Skills

Analytical Skills

Technical Training

Education

Bachelor's Degree in technology-based field

Tools

MS Office

Job description

BenefitMall - BenAdmin Solutions Advisor (Remote) page is loaded

BenefitMall - BenAdmin Solutions Advisor (Remote)

Apply locations New York, NY Brooklyn, NY Melville, NY Newark, NJ White Plains, NY time type Full time posted on Posted 10 Days Ago job requisition id R0000001039

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

This is a remote role; however, due to in person presentations successful candidates must live in the New York / New Jersey area.

The Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process. This role involves collaborating with internal and external stakeholders, providing technical training and support, and analyzing client needs to recommend appropriate technology solutions. The Advisor will also contribute to process improvement initiatives and maintain a high level of customer service.

Our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.

KEY RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new build and renewal processes implementation.
• Conduct initial training and intake meetings with sales, brokers, BenAdmin to review necessary information for carrier installations and implementation assessment. During this time, the TSA will gather missing information required, identify obstacles, set appropriate expectations, establish trust, offer additional training if needed, and build a relationship with broker.
• Enhance sales for assigned markets and improve current strategy of the company by demonstrating a working knowledge of all technology product offerings - be a market technology expert.
• Demonstrate adaptive training styles to target audience’s capabilities/skills during regular client trainings and demos. Ability to educate client through virtual or in person meetings on offerings available within market and the necessary next steps including paperwork needed for submission to the BenAdmin team if applicable.
• Analyze clients’ business needs and pain points and address them through promotion of technology solutions available within the market to elevate their business growth.
• Continuously monitor, document updates, and evaluate a brokers group build progress via internal tools and provide update communications as outlined through the entire build process.
• Works as a willing partner with each respective department to enhance the broker’s experience with each case; participates in projects and meetings as requested.
• Provide superior customer service to internal and external customers in all encounters that is timely, thorough, and appropriate.
• Participate, contribute, and review development of training, tools, document and Standard Operating Procedures while actively participating when requested in User Acceptance Testing (UAT) for new development tools or processes.

EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s Degree in technology-based field or equivalent industry experience
• 3+ years of previous experience with BenAdmin technology software
• 3+ years of related experience in fields of Insurance, BenAdmin, broker agency, carrier and benefits insurance.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• None

FUNCTIONAL SKILLS

• Outstanding verbal and video presentation skills
• Positive attitude toward customer service (solution oriented and ability to deal with ambiguity)
• Ability to professionally articulate clearly conversationally and compose clear, concise, professional correspondence and response letters/emails to internal and external clients.
• Ability to work in a team environment and build strong cross functional relationships.
• Competent PC skills, proficiency in MS Office products and web browsers
• Desired ability to work with both internal and external clients at all professional title levels.
• Proficient in conducting technical product demo/training sessions on a regular basis.
• Demonstrated ability to easily learn new systems, applications and technology.
• Demonstrated ability to manage workload in many stages of process management.
• Ability to manage to deadlines effectively.
• Excellent research and problem-solving skills with strong attention to detail.
• Demonstrates ability to follow a regular business cadence to organizing their workload, priorities, and activities in a timely manner.

The annual base salary for this position is $80,000 - $85,000.

General Description of Available Benefits for Eligible Employees of CRC Group: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of CRC Group offering the position.CRC Group offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?
• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For
We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.