PEO Benefits Advisor

Rippling; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Rippling is seeking a PEO Benefits Advisor in San Francisco to quote and compare health insurance plans for our PEO clients and existing customers. You will work with account executives and managers to gather data, run comparisons, and present options using Rippling tools.

In this cross-functional role you will design scalable processes, drive efficiency, and help expand the team as we grow, while focusing on accuracy and strong customer service.

Qualifications

• 2+ years in a client-facing role in the health insurance industry.
• Deep understanding of the health insurance market.
• Excellent client-facing communication skills, verbal and written.
• Strong project management and organizational skills; high attention to detail.
• Solid Google Workspace skills, particularly Google Sheets.
• An active Life, Accident & Health license is preferred.

Responsibilities

• Interface with prospects/customers to assist in collecting the data needed to quote the group with our third party Underwriters.
• Provide timely and accurate comparative analysis of existing plans and plans available on the Rippling PEO.
• Leverage the Rippling product to evaluate insurance plans/rates, and enter plan selections.
• Partner with Rippling Sales Executives and PEO Account Executives to guide clients through their insurance options.
• Establish processes to both professionalize our process while optimizing efficiency and accuracy.

Skills

Client-facing experience

Health insurance knowledge

Google Workspace

Project management

Written communication

Time management

Tools

Google Sheets

Job description

About the role

The PEO Benefits Advisor will partner with Rippling Account Executives, Account Managers and PEO Account Executives to help quote, provide comparative analysis of our health insurance plans/rates, and present to prospective and existing Rippling customers. This is an exciting opportunity to be a crucial part of our fast-growing PEO. While working directly with customers, Account Executives and Managers, PEO Account Executives and the Rippling product, you’ll also help design scalable processes to expand the team as we grow, while working cross-functionally to minimize the operational burden through software automation. It’s a highly cross-functional role with direct impact on our financial performance.

What you will do

• Interface with prospects/customers to assist in collecting the data needed to quote the group with our third party Underwriters.
• Provide timely and accurate comparative analysis of existing plans and plans available on the Rippling PEO.
• Leverage the Rippling product to evaluate insurance plans/rates, and enter plan selections.
• Partner with Rippling Sales Executives and PEO Account Executives to guide clients through their insurance options.
• Establish processes to both professionalize our process while optimizing efficiency and accuracy.

What you will need

• 2 or more years in a client-facing role in the health insurance industry
• Deep understanding of the health insurance market
• Excellent client-facing communication skills, in both verbal and written communication
• Strong project management and organizational skills: high attention to detail with excellent work product, time management, and execution
• Solid Google Workspace skills, particularly Google Sheets
• _ An active Life, Accident & Health license is preferred _

Additional Information

Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email [e-mail].

Rippling highly values having employees working in-office to foster a collaborative work environment and company culture. For office-based employees (employees who live within a 40 mile radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee’s role.

A variety of factors are considered when determining someone’s compensation–including a candidate’s professional background, experience, and location. Final offer amounts may vary from the amounts listed below.