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Employee Benefits Advisor

2 months ago

Sacramento, California, United States BBSI Portland Full time
Job Overview

POSITION SUMMARY: Our primary focus is on business proprietors. Is yours?

At BBSI, we are dedicated to supporting business owners by simplifying organizational complexities and enhancing predictability in business management. We provide outsourced solutions in benefits, human resources, risk management, payroll processing, and recruitment for small to medium-sized enterprises. Our approach combines specialized knowledge with industry-leading solutions, enabling business owners to concentrate on their core operations while fostering stronger organizations.

We engage in discussions across various organizational domains that empower business owners to operate their companies more efficiently. This includes utilizing their benefits offerings to attract and retain exceptional talent and boost productivity. With numerous branches nationwide, we deliver a personalized, relationship-focused experience to our clients. We stand alongside them, helping them to view their businesses—and their roles as owners—in a new light. Every business owner is on a unique journey, and BBSI is committed to supporting them at every stage.

The Employee Benefits Advisor role is crucial in providing guidance and support to our business-owner clients and our internal team of specialists. This position represents our comprehensive benefits program, BBSI Benefits. The ideal candidate will exhibit strong business insight and possess an entrepreneurial mindset, with a genuine commitment to proactively and consistently delivering results for our clients and internal teams.

The Employee Benefits Advisor collaborates with their branch, clients, and brokers (when applicable) to design a customized benefits package that addresses the needs of our clients and their employees. This role involves working with several multi-million-dollar business units that consult on a wide array of organizational challenges.

The successful candidate will effectively balance account management and service responsibilities while also acquiring new BBSI Benefits clients and their employees (worksite employees).

Key Responsibilities:

  • Drive growth of the master benefits program (Health, Dental, Vision, Ancillary, etc.).
  • Advise client companies on benefits offerings aligned with their objectives, providing strategic guidance and decision-making support.
  • Educate client employees (worksite employees) on the value of their benefits and simplify complex industry concepts during open enrollment sessions to maximize engagement and participation.
  • Engage in field-driven new business development, identifying opportunities and ensuring client fit.
  • Serve as a subject matter expert in employee benefits, offering strategic guidance, training, and support to clients and peers, contributing to the professional development of the team.
  • Enhance the client and worksite employee experience with BBSI and the Benefits Program throughout the client's lifecycle by effectively managing client relationships, including:
    • Onboarding and implementation of benefit plans, ensuring compliance.
    • Proactively reaching out to clients throughout the year to provide timely and thorough resolution of escalated issues.
    • Managing renewals and client retention.

This is a full-time, exempt position reporting to the Benefits Consultant Manager and collaborating with various roles within the business units, branches, and corporate office.

Qualifications:

  • 8+ years of hands-on experience in employee benefits at a brokerage or general agency; experience in Account Management and/or Benefits Administration is advantageous. Prior PEO experience is a plus.
  • Comprehensive understanding of employee benefits principles and practices, including state and federal laws and regulations, product and market knowledge, industry trends, and underwriting concepts.
  • Ability to develop and maintain extensive knowledge of master plan contracts, carrier partnerships, competitors, plan limitations, internal processes, underwriting requirements, and compliance considerations.
  • Strong communication skills, with the ability to tailor complex concepts to diverse audiences in both verbal and written formats.
  • Excellent facilitation skills, including the ability to conduct impactful meetings and deliver successful presentations and training sessions.
  • Proven ability to cultivate relationships with branch leaders, business unit team members, referral sources, and operational support staff.
  • Demonstrated capability to manage a portfolio of accounts while fostering strong client relationships and establishing trust with business owners.
  • Ability to prioritize tasks in a fast-paced, high-volume environment, with a readiness to engage in administrative tasks as needed.
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint, and experience with CRM software.
  • Willingness to travel up to 25% during peak periods, including potential overnight stays.
  • Current Life and Health Insurance Producer's License.

This position offers:

  • The opportunity to work for a results-oriented and growing national publicly traded company.
  • The chance to collaborate with a team of experts to influence the success and growth of client companies, the benefits program, and the organization.
  • Engagement with clients across various industries.

Compensation and Benefits:

The starting salary range for this position is $90,000.00 annually. Starting pay may vary based on geography, skills, education, experience, certifications, and other qualifications.

This position is also eligible for incentive pay in accordance with the Company's plan.

Benefits: The Company provides a comprehensive benefits package for this position, subject to applicable eligibility requirements, including medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, life insurance, voluntary insurance options, and an employee assistance program.

Paid Time Off: 40 hours of paid sick leave annually; vacation accrues up to 160 hours based on tenure; 6 paid holidays annually; 4 paid volunteer days annually.

Diversity and Inclusion are integral to our corporate culture. BBSI is committed to creating a workplace where everyone feels included and empowered to bring their authentic selves to work. We are an equal opportunity employer, making employment decisions based on merit.

If you meet the above qualifications, we look forward to learning more about you. For further information, please visit our website.

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