Florida Licensed Client Success Specialist

Job Summary

Supporting the coordination of core renewal lifecycle processes, the full-time Florida Licensed Client Success Specialist will manage open enrollment, eligibility management, and compliance activities while ensuring timely and accurate outcomes for clients in a remote environment.

Key responsibilities

• Deliver on Stewardship Promises by owning assigned tasks and tracking progression within the Agency Management System
• Coordinate timelines and deliverables for enrollment activities, ensuring accurate and timely execution
• Support compliance-related activities and assist with claims advocacy by coordinating with carriers and internal teams

Required qualifications

• Bachelor's degree in business, human resources, finance, insurance, or a related field preferred
• 0-2+ years of employee benefits experience in a brokerage, carrier, or client service role
• Must obtain and maintain all required insurance licenses for the role and jurisdictions served
• Proficiency in Microsoft Office, particularly Excel, and familiarity with payroll/benefit technology systems
• Understanding of employee benefits processes and renewal workflows with continued skill development expected