Worksite Supplemental Insurance Advisors

MarginMax Business Solutions; Springfield (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

MarginMax Business Solutions is recruiting a Worksite Supplemental Insurance Advisor for the Springfield-Branson, Missouri area. You will meet with business clients to explain supplemental insurance options, assess employer and team needs, and recommend suitable worksite plans.

Daily duties include presenting proposals, answering questions, supporting enrollment meetings, and providing policy service guidance.

Qualifications

• Strong knowledge of Insurance, particularly worksite and supplemental benefits.
• Solid understanding of Finance and basic business financial concepts.
• Experience in Consulting: needs analysis and solution-based recommendations.
• Excellent Customer Service and Communication skills for client-facing interactions.
• State licensing in Insurance is beneficial or can be obtained within defined timeframe.
• Experience with employers on benefits, HR, or payroll-related solutions is advantageous.
• Ability to work on-site and travel within the Springfield area; manage a client portfolio.
• Proficiency with basic office software and CRM tools; strong organizational and follow-up skills.
• Prior sales, account management, or advisory experience in insurance or financial services is preferred.

Responsibilities

• Meet with business clients to explain supplemental insurance options.
• Conduct needs assessments for employers and teams.
• Recommend appropriate worksite insurance plans and present proposals.
• Support enrollment meetings and ongoing policy service and claims guidance.
• Collaborate with finance and POS teams to align offerings with business solutions.
• Maintain accurate CRM records and follow up to ensure client satisfaction and retention.

Skills

Insurance knowledge

Finance concepts

Consulting/needs analysis

Customer service/communication

CRM tools

Sales/advisory experience

On-site travel

Tools

CRM software

Office software

Job description

Company Description

MarginMax Business Solutions focuses on helping businesses improve cash flow, streamline operations, and enhance employee benefit offerings. By combining financial solutions with tailored benefits programs, MarginMax supports organizations in managing both operational and workforce needs. The team works with a variety of industries and emphasizes practical, results-driven solutions for clients in the Springfield-Branson, Missouri Area and beyond.

Role Description

The Worksite Supplemental Insurance Advisor is a full-time, on-site role based in the Springfield-Branson, Missouri Area. In this role, the advisor meets with business clients to explain supplemental insurance options, conducts needs assessments for employers and their teams, and recommends appropriate worksite insurance plans. Daily tasks include presenting benefits proposals, answering client and employee questions, supporting enrollment meetings, and assisting with ongoing policy service and claims guidance. The advisor collaborates with internal finance and POS teams to align insurance offerings with broader business solutions, maintains accurate records in CRM systems, and follows up regularly to ensure client satisfaction and retention.

Qualifications

• Candidates should possess strong knowledge of Insurance, particularly worksite and supplemental benefits.
• Candidates should possess a solid understanding of Finance and basic business financial concepts.
• Candidates should possess skills in Consulting, including needs analysis and solution-based recommendations.
• Candidates should possess excellent Customer Service and Communication skills for client-facing interactions.
• Relevant state insurance licensing (or ability to obtain within a defined timeframe) is highly beneficial.
• Experience working with employers on benefits, HR, or payroll-related solutions is an advantage.
• Ability to work on-site, travel within the Springfield-Branson area as needed, and manage a client portfolio.
• Proficiency with basic office software and CRM tools, and strong organizational and follow-up skills.
• Prior sales, account management, or advisory experience in insurance or financial services is preferred.