California Licensed Benefits Broker

Job Summary

Guiding clients through the design of their benefits packages, the full-time California Licensed Benefits Broker will manage the end-to-end enrollment process and ensure accurate health insurance information while working remotely or from various locations in the United States.

Key responsibilities

• Guide customers in selecting appropriate benefits plans tailored to their teams and company stage
• Own and manage the complete enrollment process, ensuring timely and accurate submission of insurance forms
• Proactively communicate with clients to resolve issues and refine internal processes to prevent missed enrollments

Required qualifications

• An active Life & Health broker license
• Experience in selling or administering small group benefits, particularly for SMBs and startups across multiple states
• Exceptional detail orientation for building resilient systems and processes
• Strong customer empathy to prioritize client needs effectively
• Ability to communicate complex benefits decisions clearly to first-time founders