Remote Client Benefits Consultant

In this role, you’ll work directly with clients to understand their needs, walk them through benefit options, and ensure they receive exceptional support from start to finish. This position blends client engagement, account management, and benefits guidance with a forward-thinking, service-driven approach.

• Act as the main point of contact for clients regarding their employee benefits, including health, dental, vision, life, disability, and retirement plans.
• Help clients understand their benefit options, explain costs and features, and recommend solutions tailored to their organizational goals.
• Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment • Host virtual meetings to review benefit plans, renewals, updates, and enhancements. • Build strong, lasting relationships with clients and identify opportunities to expand the services they use. • Work cross-functionally with internal teams to ensure accuracy, timely responses, and a smooth client experience. • Stay informed on industry trends and regulatory changes to provide proactive, knowledgeable support.

• Excellent communication and presentation skills—you’re comfortable breaking down complex topics for clients.
• Experience using CRM or benefits administration tools (e.g., Salesforce, Ease, Gusto).
• Strong organization, attention to detail, and the ability to manage multiple client needs at once.
• Self-starter mindset with the ability to excel in a fully remote environment.