Strategic Advisor

4 days ago


Columbia, United States Tribridge Partners LLC Full time

To support continued growth and deliver exceptional service to our clients, our Health & Employee Benefits (HEB) team is looking for a Strategic Advisor. Strategic Advisors play a key part in managing and strengthening client relationships across the full benefits lifecycle - from onboarding and renewals to open enrollment, compliance support, and ongoing strategic guidance. Responsibilities include coordinating benefit marketing and renewals, leading client meetings, managing carrier and partner relationships, supporting open enrollment strategy and execution, maintaining accurate records and compliance documentation, and identifying coverage gaps and cross-selling opportunities.This role collaborates closely with Advisors, Client Service, carriers, TPAs, and internal leadership to ensure clients receive proactive, organized, and high-quality support year-round, while staying current on industry, regulatory, and carrier updates.Key RequirementsMinimum 2 years Health & Welfare senior level account management experience required in the large group market (51+), in MD/DC/VABachelor's degree from a four-year college or university (or industry experience)Active Life/Health License or ability to get licensed within first 90 days of employmentCurrent and relevant knowledge of legislation, market trends and issues affecting the Health & Welfare marketThorough understanding of the marketing / vendor search process and the ability to manage the total processThorough understanding of medical, dental, life/AD&D, disability, vision, etc. coverageThorough understanding of the self-insurance and reinsurance coverage concepts, preferred but not requiredUnderstanding of various benefits administration technology alternativesStrong communication skills (written and verbal) with an ability to present and manage presentations covering complex topicsEffective time management skills that allow the candidate to effectively multi-task, as well as prioritize and organize complex projects and balance long term goalsAbility to work in a fast-paced environmentProficiency in appropriate software, including but not limited to Microsoft Office (Word, Excel, and Outlook, PowerPoint, Teams) and Adobe Acrobat Please see job description for further details.


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