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.

• Indirectly lead cross-functional teams to improve business planning methods
• Execute key line-of-business initiatives, growth strategies, and programs
• Lead execution and implementation of business planning processes
• Design strategic plans based on forecasts and provide improvement recommendations
• Understand business direction and needs and develop solutions, roadmaps, and assessments of potential business impacts
• Identify and execute opportunities that add significant business value and achieve business goals
• Consult and influence key decision makers to ensure cross-business and cross-functional alignment
• Serve as a subject matter resource and advocate for best practices and learning plans
• Partner with Technology leadership, Finance, and Project Management teams on project and cost center budgeting and forecasting
• Pull and analyze project financial system data and work with project managers to correct issues
• Analyze Finance data and work with Technology leadership to correct cost center forecast issues
• Gather annual strategic plans, translate them into initiative and cost center financial impacts, and enter the information into the corporate planning tool
• Facilitate business case development and change requests for portfolio initiatives
• Demonstrate customer focus, quality, and appropriate risk management practices

Senior advisor managing PNC banking technology budgeting, forecasting, and business cases

Senior Business Experience and Planning Advisor – Data and Automation, Clarizen, Initiative Funding Application, Benefits Realization Metrics, Oracle Fusion, Ariba, Tableau

Senior advisor managing PNC banking technology budgeting, forecasting, and business cases. Improving planning processes and guiding portfolio financial decisions.

• Partner closely with Technology leadership, Finance, and Project Management teams to drive project and cost center budgeting and forecasting activities.
• Pulling and analyzing data from the project financial system of record and working with PMs to correct any issues to provide an accurate forecast.
• Analyzing data provided by Finance and working with Technology leadership to correct any issues and provide an accurate forecast at the higher organization level.
• Working with Technology leaders to gather their strategic plans, converting plans into high-level initiative and cost center financial impacts.
• Facilitate the development of business cases for initiatives within the portfolio so senior leadership understands what is being approved and will be delivered.

Business Experience and Planning Advisor at PNC focusing on data and automation.

Business Experience and Planning Advisor at PNC focusing on data analytics and automation within finance. Collaborating across teams to drive budgeting and forecasting for projects and initiatives.

• Partner closely with Technology leadership, Finance, and Project Management teams to drive project and cost center budgeting and forecasting activities.
• Pulling and analyzing data from the project financial system of record and working with PMs to correct any issues.
• Analyzing data provided by Finance and working with Technology leadership to correct any issues.
• Working with Technology leaders to gather their strategic plans for the following year.
• Facilitate the development of business cases for initiatives within the portfolio so senior leadership understand what is being approved and will be delivered.

Senior Advisor in Data and Automation at PNC focusing on business experience

Senior Advisor in Data and Automation at PNC focusing on business planning and forecasting with technology and finance collaboration.

• Shape and lead strategies that deepen broker relationships, expand market reach, and drive sustainable growth
• Partner with senior leaders, sales teams, product partners, and broker stakeholders to create clear priorities, strengthen broker engagement, and deliver measurable commercial outcomes
• Lead the broker growth strategy and annual operating plan, aligning priorities, investments, and timelines with enterprise, regional, and segment goals
• Define broker segmentation, targeting, tiering, and engagement models based on market opportunity, performance, strategic value, and growth potential
• Build and maintain strategic relationships with brokers, consultants, and intermediary partners to increase satisfaction, advocacy, retention, and revenue
• Serve as a senior point of contact for complex broker matters, including growth opportunities, service concerns, renewal risks, and market-facing issues
• Coordinate execution across Sales, Product, Marketing, Enablement, Analytics, Operations, and regional teams to deliver broker strategy priorities

Broker Relations Senior Advisor developing strategies for Global Health Benefits

Senior Broker Relations Advisor – Global Health Benefits

Broker Relations Senior Advisor leading broker engagement strategies while partnering with sales and product teams for Global Health Benefits. Aligning priorities and executing plans to drive growth and satisfaction.

• 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.

• Help business and technology partners deliver solutions that are ready for real-world use.
• Lead User Acceptance Testing (UAT) across business processes, user workflows, reports, interfaces, and data validation.
• Partner with stakeholders to ensure solutions meet business requirements, support end users, and are ready for production release.
• Develop UAT approaches, test conditions, test scripts, and test cases that validate end-to-end business workflows.
• Guide business partners through UAT execution, helping teams understand project scope, readiness expectations, and testing responsibilities.
• Track, monitor, and report UAT progress, results, and defects while coordinating resolution and retesting with project and QA partners.
• Facilitate cross-functional meetings to remove roadblocks, reduce delays, and support timely issue resolution.
• Analyze current business processes and identify opportunities to improve workflows, readiness, and user experience.

Business Project Advisor leading UAT for Cigna Global Health Benefits

Business Project Advisor

Business Project Advisor leading User Acceptance Testing processes for Cigna Global Health Benefits. Collaborating with global stakeholders to ensure solutions are production ready and efficient.

• 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 United States

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Benefits Advisor

Senior Business Experience and Planning Advisor – Data and Automation, Clarizen, Initiative Funding Application, Benefits Realization Metrics, Oracle Fusion, Ariba, Tableau

Senior Business Experience and Planning Advisor – Data and Automation, Clarizen, Initiative Funding Application, Benefits Realization Metrics, Oracle Fusion, Ariba, Tableau

Senior Business Experience and Planning Advisor – Data and Automation, Clarizen, Initiative Funding Application, Benefits Realization Metrics, Oracle Fusion, Ariba, Tableau

Senior Broker Relations Advisor – Global Health Benefits

Benefits Advisor Lead – Leave Advisor

Business Project Advisor

Licensed Retiree Benefits Advisor – Temporary, Virtual

Benefits Advisor Lead – Leave Advisor