Benefits Consultant II

Engagepeo; Dallas (TX); Remote; USD 90,000 - 95,000; Full time

Job summary

Engage PEO is seeking a Benefits Consultant II to support sales and broker channels in the marketing and service of employee benefit plans. This includes directing benefits strategies, ensuring successful onboarding, and collaborating closely with internal teams to drive organizational efficiency.

Benefits

3 weeks paid time off per year

Paid parental leave and holidays

Medical insurance options with HSA contributions

Life, dental, vision insurance

Flexible spending accounts and commuter benefits

Qualifications

• At least 4 years relevant experience in health benefits.
• Ability to obtain FL Health insurance license.
• PEO experience preferred.

Responsibilities

• Direct benefits strategy for a sales team and clients.
• Collaborate on onboarding and long-term benefit strategies.
• Monitor proposals and act as primary benefits liaison.

Skills

Proficiency in MS Office

Knowledge of health insurance industry

Education

Bachelor's degree in Business Administration or related field

Tools

ClientSpace

Prism

SharePoint

Job description

Location: Remote

Department: Engage Insurance Agency

Position Type: Full Time, Exempt

Company: Engage PEO, recognized on the "INC. 5000 Honor Roll for the Fastest Growing Private Companies," is seeking future Engagers who are ready to build a rewarding future. The Benefits Consultant II will support the Engage PEO Sales, Sales leadership team, and broker referral channels in marketing, sales, and service of employee benefit plans for clients and prospects. This position actively supports sales leadership in soliciting new PEO business and agency-led initiatives, providing mentoring and partnership to Benefit Operations, Service Center, Implementation, and Account Management teams.

Essential Duties and Job Requirements:

1. Direct the benefits strategy for a team of salespeople, brokers, and prospects.
2. Develop and execute sales strategies aligned with profitability, product/segment requirements, underwriting goals, and client needs, including proactive relationship building.
3. Collaborate with sales, prospects, and implementation teams to ensure successful onboarding and long-term benefit strategies within Engage systems and tools.
4. Support sales leaders in developing new business opportunities with existing clients and prospects.
5. Assist with pre-sale, onboarding, and proposal development for accounts.
6. Monitor benefits proposals and coordinate underwriting sign-offs, acting as the primary benefits liaison during implementation.

Other Duties & Responsibilities:

1. Stay informed of market dynamics, including competitors, to position Engage competitively.
2. Keep internal teams updated on product updates, market changes, and regulatory dynamics.
3. Educate new clients on onboarding and benefits enrollment processes.
4. Support annual benefits renewal processes in collaboration with relevant teams.
5. Identify opportunities for process improvements for clients and organizational efficiency.
6. Participate in special projects supporting organizational needs.

Minimum Qualifications:

• Bachelor's degree in Business Administration or related field.
• At least 4 years of relevant experience in health benefits.
• PEO experience preferred, especially supporting master policy growth.
• Proficiency in MS Office (Excel, PowerPoint); familiarity with ClientSpace, Prism, SharePoint preferred.
• FL Health insurance license (215) or ability to obtain within 6 months.
• Knowledge of the health insurance industry, including ACA and compliance, preferred.

Compensation:

The annual salary range is $90,000 - $95,000, subject to regional location, skills, and experience. Some positions may include bonuses or incentives.

Benefits:

• 3 weeks paid time off per year, increasing with seniority.
• Parental leave, paid holidays, and medical insurance options including HSA with employer contributions.
• Life, dental, vision, long-term and short-term disability insurance.
• Pre-tax savings on insurance premiums, flexible spending accounts, commuter benefits, and discounts on theme park tickets.

We value our diverse workforce and are committed to equal employment opportunity regardless of race, color, religion, age, sex, disability, or other protected characteristics. We comply with all applicable anti-discrimination laws.

Engage PEO is an Equal Opportunity Employer.