Benefits Advisor

• Meet virtually with families to understand their needs and provide benefit information
• Conduct client presentations and consultations
• Build and maintain strong client relationships
• Explain available options clearly and professionally
• Help clients make informed decisions
• Participate in ongoing training, coaching, and professional development
• Develop skills for additional responsibility and leadership opportunities

Benefits Advisor guiding working families through benefit options for career-focused organization

Benefits Advisor educating working families about available benefits and guiding informed decisions remotely. Building client relationships while developing sales, presentation, and leadership skills.

• applies expert knowledge to provide strategic guidance in the design, development, assessment, implementation and administration of benefit plans, programs, and services
• directs the analysis of organizational trends, market data, and industry practices to identify root causes and address benefit issues
• oversees the daily management of programs, regulatory compliance, contract compliance and contracted suppliers
• applies advanced principles, theories and concepts to determine optimal solutions
• provides insight and guidance to senior leadership on complex issues
• recommends changes to programs and success measures as appropriate
• researches and recommends alternative benefits programs and initiatives
• manages multifaceted programs with Enterprise wide risks
• provides oversight of other complex programs to ensure integration and alignment with the Total Rewards philosophy
• develops appropriate objectives for employee benefit programs to ensure program success and compliance with internal goals and external federal requirements
• monitors and evaluates the effectiveness of benefit programs and suppliers against stated objectives by using metrics and best practices with an Enterprise-wide impact
• ensures vendors are aligned with benefit program objectives and provide appropriate service levels to employees
• advises senior leadership on the legal and regulatory environment that may impact current and/or future employee benefit offerings
• evaluates and recommends changes and enhancements to programs to ensure compliance with federal regulations
• monitors the work of team members and provides direct feedback and coaching as needed
• develops a communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources
• serves as a primary resource for escalated issues of an unusual nature
• monitors the annual benefits budget in partnership with Finance and vendors
• develops and oversees measures to ensure costs are minimized and efficiencies are realized
• analyzes financial impacts and recommends adjustments to programs to minimize financial risk
• leads and motivates cross-functional team members in designing business solutions for benefit plans, programs, and services with an enterprise-wide impact
• ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Benefits Advisor Lead overseeing employee leave plans and programs at USAA

Benefits Advisor Lead – Leave Advisor

Benefits Advisor Lead overseeing employee leave plans at USAA. Providing strategic guidance for benefit programs and ensuring compliance with legal regulations.

• Ability to consistently provide a world class experience at all customer touchpoints
• Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care)
• Ability to pass AHIP and annual carrier certifications
• Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans
• Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period
• Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans
• Enroll retirees compliantly and efficiently by reading scripting verbatim
• Meet and/or exceed key performance indicators
• Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs
• Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant
• Actively manage all appointments to follow up with a prospect
• Respond to voicemails within 24 business hours
• Monitor the internal chat and respond in a timely fashion to any questions or requests
• Deliver a consistently positive customer experience in a highly ethical and professional manner
• Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus
• Capable of absorbing new information and adapting to new processes and programs rapidly
• Ability to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and education
• Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity

Licensed Virtual Benefit Advisor selling Medicare insurance products

Licensed Retiree Benefits Advisor – Temporary, Virtual

Licensed Virtual Benefit Advisor selling and enrolling retirees into Medicare insurance products with Alight. Handling customer needs and providing education on health plan options remotely.

• Applies expert knowledge to provide strategic guidance in the design, development, assessment, implementation and administration of benefit plans, programs, and services
• Directs the analysis of organizational trends, market data, and industry practices to identify root causes and address benefit issues
• Oversees the daily management of programs, regulatory compliance, contract compliance and contracted suppliers
• Applies advanced principles, theories and concepts to determine optimal solutions
• Provides insight and guidance to senior leadership on complex issues
• Recommends changes to programs and success measures as appropriate
• Researches and recommends alternative benefits programs and initiatives
• Manages multifaceted programs with Enterprise wide risks
• Provides oversight of other complex programs to ensure integration and alignment with the Total Rewards philosophy
• Develops appropriate objectives for employee benefit programs to ensure program success and compliance with internal goals and external federal requirements
• Monitors and evaluates the effectiveness of benefit programs and suppliers against stated objectives by using metrics and best practices with an Enterprise-wide impact
• Ensures vendors are aligned with benefit program objectives and provide appropriate service levels to employees
• Advises senior leadership on the legal and regulatory environment that may impact current and/or future employee benefit offerings
• Evaluates and recommends changes and enhancements to programs to ensure compliance with federal regulations
• Monitors the work of team members and provides direct feedback and coaching as needed
• Develops a communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources
• Serves as a primary resource for escalated issues of an unusual nature
• Monitors the annual benefits budget in partnership with Finance and vendors
• Develops and oversees measures to ensure costs are minimized and efficiencies are realized
• Analyzes financial impacts and recommends adjustments to programs to minimize financial risk
• Leads and motivates cross-functional team members in designing business solutions for benefit plans, programs, and services with an enterprise-wide impact
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Benefits Advisor Lead managing employee leave plans and programs

Benefits Advisor Lead responsible for designing, developing, and administering employee leave plans at USAA. Providing strategic guidance while ensuring regulatory compliance and program effectiveness.

Benefits Advisor jobs in Texas

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Benefits Advisor

Benefits Advisor Lead – Leave Advisor

Licensed Retiree Benefits Advisor – Temporary, Virtual

Benefits Advisor Lead – Leave Advisor