Current jobs related to Strategic Benefits Advisor - Overland Park - Lewer Agency Inc

  • Financial Advisor

    3 months ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Financial Advisor

    3 months ago

    Overland Park, United States Synergy Wealth Solutions Full time

    Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

  • Customer Service Advisor

    2 weeks ago

    Overland Park, United States YHA Full time

    Customer Service Advisor - Matlock, Derbyshire  Rate of Pay: £22,700 National Office based – Hybrid working - fixed term contract October 2024 - October 2025YHA have amazing properties in some of the most iconic and inspiring places in England and Wales. A job with YHA could see you supporting YHA to achieve its mission and strategic objectives by...

  • Customer Service Advisor

    1 month ago

    Overland Park, United States Fusion Lifestyle Full time

    Customer Service Advisor - MountsorrellWe are now hiring Customer Service Advisors Who We Are:            Fusion Lifestyle has the mission to bring health and wellbeing to communities across the UK.  We are a registered charity and we invest back into the communities that we serve. Who You Are: We are looking for local people who share our...

  • Employee Benefits Advisor

    1 week ago

    Rochelle Park, New Jersey, United States LHH Recruitment Solutions Full time

    Job OverviewOur client, a leading firm in Northern New Jersey, is in search of a skilled Employee Benefits Advisor to enhance their workforce benefits offerings. The successful candidate will possess a robust background in benefits advisory services, concentrating on the optimization and management of benefits programs to align with organizational objectives...

  • Advisor Administrative Assistant

    3 weeks ago

    Overland Park, United States Renaissance Financial Full time

    About Renaissance FinancialRenaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial...

  • Strategic Partnership Integration Manager

    2 weeks ago

    Overland Park, Kansas, United States T-Mobile Full time

    Join T-Mobile's Dynamic TeamAt T-Mobile, we prioritize your growth and well-being. Our comprehensive Total Rewards Package is designed to ensure that our employees receive the same exceptional care we extend to our customers. Enjoy a competitive base salary along with a robust compensation package that includes various wealth-building opportunities such as...

  • Integration Manager for Strategic Alliances

    2 weeks ago

    Overland Park, Kansas, United States T-Mobile Full time

    Join T-Mobile and Elevate Your CareerAt T-Mobile, we prioritize your growth and well-being. Our comprehensive Total Rewards Package ensures that our employees receive the same exceptional care we extend to our customers. Every team member benefits from a competitive salary and an extensive compensation package, which includes opportunities for wealth...

  • Entry Level Inside Sales Representative

    3 weeks ago

    Overland Park, United States Strategic Value Media Full time

    ENTRY LEVEL POSITIONNOW HIRING FOR OUR SEPTEMBER TRAINING CLASSWe are located in Overland Park, Kansas.8700 Indian Creek Parkway Suite 300; Overland Park, KS 66210The Job at a Glance: Our Inside Sales Representatives sell advertising space to local, regional and national businesses of all sizes throughout the US. We provide a professional environment with...

  • Customer Experience Specialist

    2 months ago

    Overland Park, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Admissions Advisor I

    4 weeks ago

    Overland Park, United States Archer Education Full time

    Job DescriptionJob DescriptionDescription:THE COMPANY Archer Education partners with colleges and universities across the US to help them reach further, recruit smarter, and grow faster through targeted digital enrollment marketing solutions. If you’re looking for a meaningful career, where you’ll have the freedom, flexibility and support to thrive –...

  • Business Analysis Advisor

    1 month ago

    Overland Park, Kansas, United States PNC Full time

    Role Overview Welcome to PNC, a company that values its people as the cornerstone of its success. Join our team dedicated to providing top-notch customer experiences and fostering an inclusive workplace culture. We are seeking a Business Analysis Advisor to support the Enterprise Commercial Loan Management system in one of our office locations within the PNC...

  • Business Processing Specialist

    1 week ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    New Business Processing Specialist OpportunityAre you meticulous and passionate about the financial sector? A dynamic financial organization is seeking a New Business Processing Specialist to enhance their expanding operations. If you excel in delivering outstanding client support and possess experience in managing critical documentation, we would like to...

  • Business Operations Specialist

    2 weeks ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    Business Operations Specialist OpportunityAre you meticulous and enthusiastic about the financial sector? A dynamic financial organization is seeking a Business Operations Specialist to enhance their expanding workforce. If you are committed to delivering outstanding client support and possess experience in managing essential documentation, we are interested...

  • Client Acquisition Specialist

    1 week ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    New Business ProcessorAre you enthusiastic about the financial sector and adept at managing essential client documentation? Our dynamic financial organization is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are in search of a dedicated and optimistic...

  • Client Acquisition Specialist

    1 week ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    New Business ProcessorAre you enthusiastic about the financial sector and adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are in search of a dedicated and optimistic individual to...

  • Client Acquisition Specialist

    1 week ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    New Business ProcessorAre you enthusiastic about the finance sector and adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are looking for a dedicated and positive individual to...

  • Client Acquisition Specialist

    1 week ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    New Business ProcessorAre you enthusiastic about the financial sector and adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are looking for a dedicated and optimistic individual to...

  • Client Acquisition Specialist

    2 weeks ago

    Winter Park, Florida, United States Advisor Employee Services Full time

    Client Acquisition SpecialistAre you enthusiastic about the financial sector and skilled in managing essential client documentation? Our dynamic financial organization is in search of a meticulous and dedicated Client Acquisition Specialist to facilitate a seamless client onboarding experience from application submission to policy issuance. We value hard...

  • Tax Consultant

    1 day ago

    Babson Park, Florida, United States Cascade Ventures Full time

    About Cascade VenturesWe are a consulting firm that specializes in tax advice and business strategy. Our team of experts helps clients navigate complex tax laws and regulations to achieve their financial goals.Our ExpertiseWe offer a range of services, including:Strategic Tax Planning: We help clients develop tax-efficient strategies to minimize their tax...

Strategic Benefits Advisor

1 month ago

Overland Park, United States Lewer Agency Inc Full time
Job DescriptionJob DescriptionDescription:

Roles and Responsibilities

As the Strategic Benefits Advisor, you will present strategic benefit plans to assist clients in the attraction and retention of great employees. The Strategic Benefits Advisor has a focus on new business development and subsequent client retention.


Our Core Values

You live the following Lewer Core Values in your daily work:


Exhibiting a professional approach, you have an organizational skillset that provides required attention to detail. You take care of business, assume responsibility, support accountability, and lead by example. You live “I’ve Got This”.


In support of “Kaizen”, you have an embedded commitment to constant improvement. You ask why and find ways to continuously improve the way we do things.

“We Get It Done” by having a strong commitment to teamwork and collaboration. You operate with a sense of urgency and do not avoid responsibility. You move to implementation with 80% of the information.


You foster a positive work environment and drive the success of Lewer by exemplifying “Good Vibes”. You are happy and enthusiastic in your work, treat others professionally and respectfully, and you spread good will.


The Team

Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to:

· Giving clear directions.

· Providing the necessary tools.

· Acting with the greater good in mind.

· Delegating.

· Understanding your role and how you can help the company.

· Providing clear expectations.

· Communicating effectively.

· Running effective meetings.

· Meeting one-on-one with you quarterly or more, if needed.

· Rewarding and recognizing your performance.

It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions.


Your Key Areas of Impact

Revenue Generation: As an associate insurance producer, you are instrumental in driving revenue for the company. Your ability to identify potential clients, assess their insurance needs, and offer tailored coverage solutions directly impacts the growth of our insurance business. Your proactive approach in cultivating leads, converting prospects into loyal clients, and promoting policy renewals contributes directly to the company's financial success.


Client Relationships: You are the face of our insurance company to our clients. Building and maintaining strong client relationships is a cornerstone of your role. Your dedication to exceptional client service, responsiveness, and empathy in addressing their concerns helps establish trust and loyalty. Satisfied clients are more likely to recommend our services to others, fostering organic growth and brand reputation.


Client Satisfaction: As an associate producer, your primary responsibility is to ensure that your clients are satisfied with the services you provide. You are responsible for building long-term relationships with clients, understanding their unique needs and preferences, and offering customized solutions to meet those needs. The impact of your work in this area is reflected in client retention rates, client satisfaction scores, and referral rates.


Cross-Functional Collaboration: Your collaborative approach in working with various internal and external stakeholders is vital to the organization's success. Your effective communication skills, relationship-building, and teamwork foster a culture of collaboration and enable successful partnerships, benefiting the organization's overall business objectives.


Regulatory Compliance: The insurance industry is subject to a myriad of regulations and compliance requirements. As an in-house producer, you are responsible for adhering to these guidelines and ensuring that all policies and procedures are followed meticulously. Your attention to detail and adherence to industry best practices protect the company from potential legal issues and financial penalties.


Market Insights and Innovation: By staying up to date with industry trends, new products, and emerging risks, you bring valuable insights to the company. Your proactive approach in identifying innovative insurance solutions and tailoring products to meet evolving client needs enhances our competitive advantage and positions us as a leading player in the insurance market.


Streamlined Operations: Your efficient management of the CRM software ensures smooth and streamlined operations in the organization. Having a thorough understanding of the tools such as Employee Navigator and Zywave will allow you to present these value-added services to your prospects. Your attention to detail and organizational skills help to minimize delays, reduce errors, and optimize processes, saving time and resources for the organization.


The Work Environment, Physical Demands, and Travel

Your work is conducted primarily at the Lewer Administrative Offices. On occasion, your work may be conducted at a remote location, such as a home office. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer 50% of the time. You will need to be able to lift to 25 lbs. Travel is required for this seat and is up to 25%.

This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities, and activities may change at any time with or without notice.

Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship.

Requirements:

You’ve received your high school or general education diploma and you’ve spent time in insurance brokerage, carrier, or related business to business sales roles. This experience has helped you develop excellent skills in relationship development, persuasion, communication, and collaboration. You hold a life and health insurance license or will within 90 days of hire. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe.