Licensed Benefits Strategist

Job Summary

To support a growing remote team, the full-time Licensed Benefits Strategist will validate benefits strategies, ensure implementation readiness, and collaborate across departments to enhance customer onboarding and experience.

Key responsibilities

• Partner with Sales to review and validate proposed benefits strategies and identify potential risks before implementation
• Prepare accurate implementation details, ensuring that all necessary information is complete and ready for the next steps
• Create and improve internal documentation and processes to streamline workflows between Sales, Benefits, Client Success, and Operations

Required qualifications

• 4+ years of experience in employee benefits, benefits administration, insurance operations, or a related field
• Strong understanding of group health benefits, plan design, and carrier workflows
• Active health and life insurance license, or willingness to obtain it within 90 days of hire
• Exceptional attention to detail and ability to manage complex customer information
• Experience working cross-functionally and influencing without direct authority