Benefits Technology Solutions Advisor - Remote

Overview

The Benefits Technology Solutions Advisor is responsible for managing the broker experience throughout the new build and renewal process, collaborating with stakeholders, providing technical training, and analyzing client needs to recommend appropriate technology solutions.

In Short

• Manage broker experience during new build and renewal processes.
• Collaborate with internal and external stakeholders.
• Provide technical training and support.
• Analyze client needs for technology solutions.
• Participate in process improvement initiatives.
• Maintain high levels of customer service.
• Conduct training and intake meetings.
• Demonstrate knowledge of technology product offerings.
• Monitor and document broker build progress.
• Participate in User Acceptance Testing (UAT).

Requirements

• Bachelor’s Degree in a technology-based field or equivalent experience.
• 3+ years of experience with technology software.
• 3+ years in insurance, broker agency, or benefits insurance.
• Outstanding verbal and video presentation skills.
• Positive attitude towards customer service.
• Proficient in MS Office and web browsers.
• Ability to conduct technical product demo/training sessions.
• Strong research and problem-solving skills.
• Ability to manage workload and deadlines effectively.
• Excellent communication skills.

Benefits

• Medical, dental, vision, and life insurance.
• 401k plan and tax-preferred savings accounts.
• At least 10 days of vacation and sick days.
• Paid holidays.
• Opportunities for growth and development.
• Supportive team environment.
• Competitive compensation.
• Innovative work culture.
• Diversity and inclusion focus.
• Drug-free workplace.