What are the responsibilities and job description for the Benefit Advisor position at LHD Benefit Advisors?
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
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.
- 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
- 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.