Benefits Consultant (Remote)

Starr Underwriting; Lake Forest (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company in the insurance industry is seeking a dedicated healthcare consultant to join their team in Southern California. The role involves supporting sales efforts, managing client relationships, and providing expert guidance in healthcare benefits. Ideal candidates will possess strong sales capabilities and relevant experience in the benefits insurance field, coupled with a personal commitment to quality service delivery.

Qualifications

• 3-5 years related experience in healthcare/employee benefits insurance.
• Insurance License required.
• Ability to work in a matrixed environment.

Responsibilities

• Serve as a consultant and subject matter expert for PEO clients.
• Manage assigned territory focusing on client satisfaction.
• Train and develop new PEO client staff.

Skills

Sales capabilities

Presentation skills

Communication skills

Organizational skills

Time management skills

Education

Bachelor's degree in healthcare or related field

High School Diploma/GED with extensive 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
• 25-30% Local/field/day travel
• Must live in the greater Southern California 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