What are the responsibilities and job description for the Associate Broker position at Managed Benefits, Inc.?
Company Description
Managed Benefits, Inc. (MBI) is a privately owned consulting firm supporting businesses across the country. At MBI, we prioritize a client-centered approach, tailoring our services to meet the specific needs of each organization. Our team of certified, licensed, and highly trained professionals is committed to delivering innovative, customizable, and cost-efficient solutions. We stay ahead of ever-evolving compliance and benefits challenges. This commitment has enabled us to maintain a high client retention rate by building trusted, long-term relationships.
Role Description
This is a full-time role for an Associate Broker is based in Virginia. In this role, responsibilities include assisting with analyzing and designing employee benefit plans, presenting tailored recommendations to clients, and ensuring compliance with regulatory requirements. You will act as a trusted advisor, maintain strong client relationships, and provide insights on cost-effective and innovative benefits solutions. Collaboration with internal teams and staying updated on industry trends are essential to support clients’ strategic goals.
Qualifications
- Knowledge of compliance regulations, industry trends, and maintaining adherence to legal and policy standards
- Exceptional communication and presentation skills to deliver information effectively and influence stakeholders
- Business development acumen, including relationship-building and identifying opportunities for client growth
- Proficiency in technology and data systems for managing and analyzing benefit plans
- Ability to collaborate effectively in a team environment
- Bachelor’s degree in Business, Human Resources, or a related field; relevant certifications (e.g., CEBS, PHR, SHRM-CP) are a plus
- Proven experience in employee benefits brokerage or related human resources fields
- Employee Benefits
Full-time ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in Employee Benefit success. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues customers may face.
Responsibilities
- Work cross functionally within the company to communicate with all stakeholders in customers' success
- Create and maintain relationships with customers to better understand and achieve their needs
- Make visits to our customers to identify opportunities for growth within our platform
- Manage all reporting about the health of customers' accounts
Qualifications
- Life & Health Licensed
- Previous account management experience
- Articulate and well accustomed to a client facing role
- Willingness and ability to travel