Employment Resource Group, Inc. An EOS company · 4 days ago
Employee Benefits Risk Advisor
Appleton-Oshkosh Area
Full-time
Onsite
Mid Level
3+ years expEmployment Resource Group, Inc. is a respected and growth-minded insurance brokerage seeking an Employee Benefits Risk Advisor to join their advisory team. The role involves managing a portfolio of employee benefits clients, leading renewal strategy discussions, and building strong relationships with HR leaders and executive teams.
Business DevelopmentConsultingProfessional Services
Responsibilities
Manage and retain a portfolio of approximately 40 middle-market employee benefits clients
Lead renewal strategy planning, open enrollment meetings, and benefits consultations
Build and maintain trusted relationships with HR leaders and executive teams
Partner closely with internal account executives and service staff to ensure client satisfaction and consistency in service delivery
Provide proactive problem-solving and forward-thinking recommendations that align with each client’s business objectives
Identify opportunities for cross-selling and organic growth within existing accounts
Participate in internal planning meetings, training, and team-building initiatives
Maintain a strong presence in the regional market through professional networking and client engagement
Qualification
Required
Minimum of three years' experience in insurance sales or service, preferably in employee benefits
Active Life and Health license (or ability to obtain within 60 days of employment)
Proven ability to manage multiple client relationships with professionalism and minimal supervision
Strong technical understanding of employee benefits concepts and renewal strategy planning
Excellent interpersonal, communication, and consultative skills; capable of engaging C-suite and HR leaders effectively
High level of emotional intelligence, client focus, and initiative
Preferred
Experience with mid-sized agencies or brokerages
Familiarity with agency management systems and carrier portals
Professional designations such as GBA, CEBS, or similar credentials
Company
Employment Resource Group, Inc. An EOS company
The greatest asset of any company is not what they make or the service they provide. A company's greatest asset is its people.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase