Licensed Implementation Advisor

Job Summary

A company is looking for an Implementation Advisor to support the new business and renewal process for clients.

Key Responsibilities

• Gather applications from carriers, instruct employers on paperwork completion, and send forms for implementation
• Communicate final approvals from carriers to clients, providing necessary documentation and information
• Manage database documentation and track correspondence, while balancing daily tasks and maintaining client relationships

Required Qualifications, Training, and Education

• Minimum 3+ years of experience in a similar benefits role at a carrier, general agency, or brokerage
• Thorough knowledge of employee benefits, including policies, underwriting requirements, and legislation
• Proficient in Microsoft Office, particularly Excel and Word, as well as database applications
• Current life and health insurance license required
• Self-motivated and disciplined, with the ability to thrive in a fast-paced environment