Senior Small-Group Benefits Consultant

Kids for the Future; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Brightline Dealer Advisors is seeking an experienced Employee Benefits Consultant – Small Group to own opportunities from initial introduction through close and renewal. You will focus on understanding the dealer’s needs, recommending the right solution and closing the business—without prospecting or building your own pipeline.

The role collaborates with field producers, associations and the client success teams; renewal activity is handled ahead of time to protect retention and long-term

Qualifications

• 5+ years of Employee Benefits experience.
• Strong small-group benefits expertise and familiarity with fully insured and level-funded plans.
• Knowledge of state-specific small-group rules and carrier markets.
• Experience with benefits quoting and PlanYear processes.
• Ability to lead client discovery, recommendations and renewal meetings.
• License in Life & Health or ability to obtain promptly.
• Strong communication and ability to close business.
• Ability to manage high volume of opportunities.
• Highly process-oriented and organized.

Responsibilities

• Own assigned small-group opportunities from introduction through close.
• Respond quickly to opportunities generated by field producers, associations and other channels.
• Lead discovery conversations with dealership decisionmakers and HR leaders.
• Evaluate and recommend appropriate small-group solutions.
• Present clear recommendations beyond carrier quotes.
• Explain the process from sale through enrollment and renewal.
• Maintain accurate activity, pipeline and status information in Salesforce.
• Transition closed business to Onboarding and Client Success.
• Partner with Marketing & Underwriting and program partners when additional support is required.
• Target proposal turnaround of approximately three business days for standard-market opportunities.

Skills

Employee Benefits

Small-group benefits

State-specific rules

Benefits quoting

PlanYear experience

Ancillary benefits

Client discovery

Closing skills

Communication skills

Licensing

Multi-opportunity management

Job description

Brightline Dealer Advisors is seeking an experienced Employee Benefits Consultant – Small Group to own opportunities from initial introduction through close and renewal. You will focus on understanding the dealer’s needs, recommending the right solution and closing the business—without prospecting or building your own pipeline.

The role collaborates with field producers, associations and the client success teams; renewal activity is handled ahead of time to protect retention and long-term