Licensed Implementation Advisor

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

Apr 30, 2025 - 15:53

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