Regional Benefits Consultant

Position Summary

The Regional Benefit Consultant is responsible for being a subject matter expert in Employee Benefits for the purpose of supporting sales and retention efforts for the CoAdvantage Health & Welfare plan. Key deliverables for this role include helping drive improved attachment rates to the CoAdvantage Health & Welfare plan, both through new sales support as well as client retention activities.

Essential Job Functions

· Act as the subject matter expert on the CoAdvantage Health & Welfare plan, local and regional benefit offerings and offering strategies (i.e. ACA regulations, non-medical insurance products, HSA).

· Participate in sales planning meetings, prospect meetings or otherwise, to support attachment to the CoAdvantage Health & Welfare Plan.

· Obtain employee benefits proposals and prepare presentations for new sales meetings.

· Act as the trusted benefits advisor and liaison to the sales and service teams, sharing key statistics and trends to aide in winning and retaining more deals.

· Regularly attends partnership meetings with sales and service teams.

· Partners with Sales & Service enablement on training curriculum for new hires as well as ongoing training materials for existing team members.

· Participate and/or lead Worksite Employee Benefit education meetings at the time of sale or during annual enrollment, as needed.

Required Skills and Experience

· 5 or more years demonstrated Brokerage, Employee Benefit, and/or sales support experience with demonstrated results

· High School Diploma or GED required; Bachelor’s degree preferred

· Must have and maintain required licenses/credentials

· Superior command of verbal, written, presentation and negotiation skills

· Proficient use of applicable technology, with an aptitude for leveraging AI

· Demonstrated ability to communicate verbally and in writing across all levels of organization, both internally and externally

· Must be able to travel based on client and business needs

CoAdvantage Summary

CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We are looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.

EEO

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.