7 дней назад
Worksite Executive Disability Re-Enrollment and Client Consultant
88 300 - 115 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Worksite Executive Disability Re-Enrollment and Client Consultant (Disability Insurance): Managing producer and client relationships, benefit renewals, enrollment campaigns, and implementation for Executive Disability products with an accent on growth, retention, and customer satisfaction. Focus on coordinating re-enrollment activities, consulting on product options, and supporting group sales through onboarding and billing.
Location: Remote - US; travel to customer locations and 10–15% travel required
Salary: $88,300–$115,900 annually
Company
provides financial services and workplace insurance products focused on financial well-being.
What you will do
- Build and manage relationships with producers, brokers, employers, and existing customers.
- Identify growth opportunities and support enrollment, re-enrollment, adoption, and retention of Executive Disability products.
- Guide clients and producers through benefit renewals and coordinate enrollment campaigns, timelines, materials, and communications.
- Provide product consulting on Executive Disability features, benefits, and options.
- Oversee onboarding for new group sales and support the first enrollment and billing experience.
- Maintain relationships with high-performing producers and collaborate with sales, service, marketing, and implementation teams.
Requirements
- 5+ years of workplace group benefits and/or disability industry experience, with a focus on sales and customer-facing roles.
- Bachelor’s degree, or a high school diploma with 8+ years of financial services experience.
- Willingness to travel 10–15% and visit customer locations as required.
- Experience with disability insurance products, preferably group Executive Disability.
- Strong attention to detail, teamwork, initiative, written and verbal communication, and process improvement capabilities.
Culture & Benefits
- Regular meetings with the Worksite Distribution Strategy Team and focused one-on-one meetings with the manager.
- Networking opportunities through business resource groups supporting Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran, and disability-focused communities.
- Access to learning content through Degreed and other informational platforms.
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