Group Health Benefits Advisor — Growth & Client Impact

PAX Financial Group, LLC; San Antonio (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

PAX Financial Group is seeking a proactive, relationship-driven Group Health Benefits Advisor to acquire, service, and retain group health insurance clients, aligning with our standards. This role blends business development, benefits consulting, account management, and operational execution.

The ideal candidate will engage with employers and COIs, manage onboarding and benefits workflows, and collaborate with Sales, CSA Supervisor, and Resource Manager to deliver excellent client experiences.

Qualifications

• Active Texas Life & Health License is required.
• 2-5+ years of experience in group health insurance or a related client-facing role.
• Strong understanding of group health plans, benefits administration, and carrier processes.
• Excellent verbal and written communication skills.
• Ability to manage multiple deadlines independently.
• Strong organization, follow-through, and attention to detail.
• Comfortable networking, developing COIs, and generating new business opportunities.
• Proficiency with CRM systems (Salesforce preferred).

Responsibilities

• Acquire and retain group health insurance clients while maintaining high satisfaction standards.
• Conduct proactive outreach to COIs, networking partners, and prospective employer groups.
• Refer group clients to the Advisory and 401(k) teams when planning opportunities arise.
• Assess and validate employer needs on an ongoing basis.
• Respond promptly to inbound inquiries via web, email, and phone.
• Maintain accurate notes and documentation within Salesforce.
• Onboard new group clients and complete all carrier/vendor paperwork accurately and on time.
• Manage benefits workflows in alignment with firm standards and client expectations.
• Collaborate with the Sales team, CSA Supervisor, and Resource Manager to ensure consistent service delivery.
• Prepare accurate reports, renewals, quotes, and internal documentation.
• Achieve business retention targets and support strategic account objectives.
• Communicate product updates, compliance changes, and market trends to clients and internal teams.
• Participate in ongoing professional development and industry education.
• Stay current on regulatory updates and carrier offerings affecting employer-sponsored plans.
• Identify opportunities for workflow improvements and technology-driven efficiencies.
• Partner with colleagues to refine processes and enhance the overall client experience.
• Support smooth integration of benefits services within PAX’s broader client offerings.

Skills

Communication skills

Time management

Networking with COIs

CRM proficiency

Education

Active Texas Life & Health License

Tools

Salesforce

Job description

PAX Financial Group is seeking a proactive, relationship-driven Group Health Benefits Advisor to acquire, service, and retain group health insurance clients, aligning with our standards. This role blends business development, benefits consulting, account management, and operational execution.

The ideal candidate will engage with employers and COIs, manage onboarding and benefits workflows, and collaborate with Sales, CSA Supervisor, and Resource Manager to deliver excellent client experiences.