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The Employee Benefits Client Advisor will drive new business, deepen client relationships, utilize technology and data to enhance sales, and follow structured sales processes.

Account Managers are the primary client contact, handling account transactions, responding to inquiries, and developing coverage strategies.

The Client Advisor drives new business and client relationships, utilizing technology and data insights for sales growth and client retention.

The Payroll Client Advisor is responsible for prospecting, making sales presentations, and closing deals with small to mid-sized businesses using a CRM.

Provide telephonic nurse case management for injured/disabled employees: assess needs, coordinate with providers and claims, develop return-to-work plans, document care per HIPAA, and manage caseloads to achieve cost-effective medical outcomes.

The Payroll Client Advisor is responsible for prospecting and presenting payroll solutions to small and mid-sized businesses, closing sales, and maintaining client relationships while achieving production goals.

The Client Advisor is responsible for driving new business, deepening client relationships, and utilizing data-driven insights to achieve sales goals.

Assist with client invoicing, billing audits, and manage payables. Facilitate onboarding of new groups and regulatory filings. Provide excellent customer service and support during enrollment meetings.

The Senior Account Manager manages service delivery to clients, coordinating operations and assisting with insurance processing, while overseeing team performance and ensuring client satisfaction.

The role involves supporting daily operations, assisting underwriting teams with administrative tasks, managing mail, and maintaining documentation accuracy.