Benefits Consultant

Starr Underwriting; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company seeks a Healthcare Consultant in San Francisco to manage client relationships and support sales efforts. The role involves consulting on healthcare products and ensuring client satisfaction while enhancing their insurance offerings. Ideal candidates will have relevant experience in group healthcare sales and possess strong sales, communication, and problem-solving skills.

Benefits

Medical/dental/vision plans starting from day one

Life and accident insurance

401(K) and Roth options

Educational expense reimbursement

Paid parental leave

Flexible work hours

Qualifications

• 3-5 years of experience in healthcare/employee benefits insurance.
• Insurance License required.
• Must reside in Greater San Francisco/Bay Area.

Responsibilities

• Serve as a consultant and healthcare subject matter expert.
• Support sales and manage territory with a focus on client satisfaction.
• Research and analyze data for insurance offerings.

Skills

Sales capabilities

Presentation skills

Communication skills

Problem-solving

Organization

Education

Bachelor's degree

High School Diploma/GED with 8 years experience

Job description

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

How you'll make an impact

• Serve as an active consultant and healthcare subject matter expert (medical, dental, vision and ancillary products) to our PEO client throughout the client lifecycle
• Support a sales team to win new clients and support an HR/Service team to retain clients
• Manage an assigned territory with focus on client satisfaction
• Strive for the highest levels of service when communicating with our PEO client and to their prospective and existing worksite employers
• Research and analyze data contributing to the development and enhancement of a prospect or client’s insurance healthcare offering and recommend strategies on coverage offerings options with the PEO Health and Welfare Plan based upon the client’s business goals
• Manage the designated block of business in assigned territory
• Train and develop new PEO client staff
• Assess and clearly communicate market position, needs and strategic direction
• Work independently to accomplish territory, company and client goals
• Work on individual or corporate projects assigned by the management team
• Extensive experience in group healthcare sales and/or account management, having background with group healthcare carriers and/or brokerage house
• Experience working with a variety of benefit administrators, experience with PEO industry a plus
• Experience with a variety of market segments and funding types a plus
• Actively demonstrate patience, resiliency and persistency in the midst of problem solving
• Employ a collaborative approach and ability to thrive in a matrixed environment

About You

• Bachelor's degree and 3-5 years related experience (healthcare/employee benefits insurance)
  --OR--
  High School Diploma/GED and8 years related experience required
• Insurance License required
• Must live in greater San Francisco/Bay Area

Work Traits:

• Excellent sales capabilities
• Outstanding presentation, verbal and written communication skills
• Must be driven to achieve, embrace, challenge and believe in delivering best in class service
• Sound organization and time management skills
• Ability to communicate clearly and effectively between stakeholders

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.