Small Group Benefits Strategist

Questpro Consultants LLC; Frisco (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Questpro Consultants LLC in Dallas/Frisco, TX is seeking an experienced Employee Benefits Consultant – Small Group to own opportunities from introduction through close and renewal. The role focuses on understanding client needs and recommending solutions, not prospecting, with account transitions to Onboarding and Client Success after sale.

You will engage with HR leaders and decision-makers, analyze current programs, and present clear recommendations for fully insured, level-funded and other

Qualifications

• 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.

Responsibilities

• Own assigned small-group opportunities from initial introduction through close.
• Respond quickly to opportunities generated by internal producers, associations and other channels.
• Lead discovery conversations with decision-makers and HR leaders.
• Understand the client's current benefits program, employee population, renewal, pain points and objectives.
• Understand applicable state rules, market options and program capabilities.
• Evaluate and recommend appropriate fully insured, level-funded and other small-group solutions.
• Utilize established quoting/proposal technology and processes to develop market proposals for standard-market opportunities.
• Partner with Marketing & Underwriting and program partners when additional support is required.
• Target proposal turnaround of approximately three business days following receipt of complete information for standard-market opportunities.
• Present clear recommendations rather than simply presenting carrier quotes.
• Explain the entire process from sale through enrollment, implementation and ongoing service before the client commits, including expectations, responsibilities and timelines.
• Proactively manage questions, objections, follow-up and next steps.
• Leverage the originating producer or relationship when an opportunity stalls or additional support is needed.
• Secure required commitments and documentation.
• Maintain accurate activity, pipeline and status information in Salesforce.
• Transition closed business cleanly to Onboarding and Client Success.

Skills

Small-group benefits

Client relationship management

Sales ability

HR stakeholder engagement

Job description

Questpro Consultants LLC in Dallas/Frisco, TX is seeking an experienced Employee Benefits Consultant – Small Group to own opportunities from introduction through close and renewal. The role focuses on understanding client needs and recommending solutions, not prospecting, with account transitions to Onboarding and Client Success after sale.

You will engage with HR leaders and decision-makers, analyze current programs, and present clear recommendations for fully insured, level-funded and other