Description We are actively seeking experienced Benefit Advisors to join our team. This is a business development and client-facing consulting role focused on health and welfare benefits, including medical, dental, vision, life, and disability insurance.
As a Benefit Advisor, you will manage the full lifecycle of benefits consulting - prospecting, strategic planning, client servicing, renewals, and implementation. You’ll work directly with business leaders and HR professionals to build sustainable, cost-effective employee benefits strategies.
What You’ll Do
- Generate new revenue while generating prospect relationships.
- Strategically plan with clients on current and future benefit needs.
- Proactively manage clients through renewals, cross-selling and implementation of new benefit platforms.
- Develop long-term strategies, including plan design, alternative plans, cost analysis, wellness initiatives and employee education and communication related to group health, dental, vision, life, disability, and related products.
- Work with clients to initiate, manage, and analyze the RFP process.
- Work with insurance vendors and underwriters to obtain quotes, negotiate benefits programs and rates, and determine appropriate carriers for clients.
- Recommend best benefit plans for clients based on plan analysis and vendor negotiation.
- Perform a variety of relationship management activities to maintain close contact with clients and deepen the relationships.
- Conduct employee enrollment meetings, facilitate new coverage and carrier implementation, answer benefit questions for employers and/or employees and assist employers with benefits compliance.
- Ensure assigned service team is delivering exceptional and efficient service that meets the needs of the client.
- Understand when and how to utilize internal systems to benefit the client.
- Continue to look for ways to create new value by implementing best practices and improving workflows and business processes.
Requirements
- Bachelor’s degree in business, finance, marketing, or related field
- Indiana Life & Health Insurance License (or ability to obtain within 60 days)
- 5+ years in B2B sales, benefits consulting, or group insurance
- Solid knowledge of group benefits products (medical, dental, vision, life, disability)
- Experience managing a sales pipeline and growing a book of business
- Strong communication skills and confidence working directly with decision-makers
- Familiarity with benefits compliance and current market trends
- Ability to travel up to 25% as needed
Why LHD?
- Impactful Work: Help employers build benefit strategies that work for their teams and budgets.
- Real advisory work: It's not just quoting and spreadsheets. You’ll help employers solve real problems: cost containment, employee communication, and compliance - not just renewals.
- Long-Term Focus: Build meaningful client relationships, not just one-time transactions.
- Access to tools that make your job easier: From proposal platforms to benchmarking data, you’ll have resources to deliver results without reinventing the wheel.
- Dedicated service team support: You're not alone after the sale. Our service team handles day-to-day client needs so you can focus on strategy, renewals, and growth - not paperwork.