In-Office Benefits Consultant — Small-Group Solutions Lead

Questpro; Frisco (TX); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Questpro in Frisco, TX is seeking an experienced Employee Benefits Consultant to own small to mid-market opportunities from initial introduction through close and renewal. The role focuses on understanding dealer needs, recommending the right solutions, and closing the business, with transition to Onboarding and Client Success after sale.

You will lead discovery conversations with dealership decision-makers and HR leaders, evaluate plans (fully insured, level-funded, and others), and maintain

Formación

• 5+ years of Employee Benefits experience preferred.
• Strong small-group benefits expertise.
• Experience with fully insured and level-funded medical plans.
• Knowledge of state-specific small-group rules and carrier markets.
• Experience with benefits quoting and proposal development; PlanYear experience strongly preferred.
• Understanding of ancillary benefits.
• Experience leading client discovery, recommendation and renewal meetings.
• Demonstrated ability to influence decisions and close business.
• Ability to explain complex benefits concepts simply.
• Strong urgency and follow-through.
• Comfortable managing a high volume of simultaneous opportunities.
• Highly process-oriented and organized.
• Strong written and verbal communication.
• Life & Health license required or ability to obtain promptly.

Responsabilidades

• Own assigned small-group opportunities from initial introduction through close.
• Respond quickly to opportunities generated by field producers, associations and other channels.
• Lead discovery conversations with dealership decision-makers and HR leaders.
• Understand the dealer's current benefits program, population, renewal, pain points and objectives.
• Evaluate and recommend fully insured, level-funded and other small-group solutions.
• Develop market proposals for standard-market opportunities using PlanYear processes.
• Collaborate with Marketing, Underwriting and program partners as needed.
• Aim for ~3 business days turnaround for standard-market opportunities.

Conocimientos

Employee Benefits

Small-group benefits

Proposals

Sales process

Client discovery

Renewals & retention

Educación

Life & Health license

Descripción del empleo

Questpro in Frisco, TX is seeking an experienced Employee Benefits Consultant to own small to mid-market opportunities from initial introduction through close and renewal. The role focuses on understanding dealer needs, recommending the right solutions, and closing the business, with transition to Onboarding and Client Success after sale.

You will lead discovery conversations with dealership decision-makers and HR leaders, evaluate plans (fully insured, level-funded, and others), and maintain