Client Benefits Advisor

The Dorne Region; Coral Gables (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

The Dorne Region in Coral Gables, FL seeks a client-focused associate to meet with clients, review benefit options, and explain what fits their situation. You will prepare for each meeting by reviewing client history and coverage details, and you will coordinate with teammates when escalation is needed.

No prior insurance experience is required. Training starts from day one, covering product knowledge and client communication skills, with coaching and team support as you build real professional

Qualifications

• No prior insurance experience required
• Training starts from day one covering product knowledge and client communication skills
• Ability to follow a structured process to build professional experience with clients
• You will grow in an independent role with coaching and team support

Responsibilities

• Meeting with clients to review benefit options and explain what fits their situation
• Following up after appointments to confirm decisions and keep records current
• Preparing for appointments by reviewing client history and coverage details
• Coordinating with teammates when escalation is needed
• Tracking activity and outcomes to keep your pipeline organized

Skills

Communication

Organization

Client meetings

Job description

The Dorne Region in Coral Gables, FL seeks a client-focused associate to meet with clients, review benefit options, and explain what fits their situation. You will prepare for each meeting by reviewing client history and coverage details, and you will coordinate with teammates when escalation is needed.

No prior insurance experience is required. Training starts from day one, covering product knowledge and client communication skills, with coaching and team support as you build real professional