Senior Client Advisor – Health & Benefits
Location: Virginia Beach, VA
Travel: Occasional travel within Virginia and North Carolina
Position Type: Full-Time
75K-90K
About the Opportunity
PeopleShare is seeking an experienced and client-focused Senior Client Advisor for a leading insurance and financial services organization in Virginia Beach, VA. This role is ideal for a benefits professional who thrives on building strong client relationships, delivering strategic guidance, and ensuring the successful administration of employee benefit programs.
The Senior Client Advisor will serve as a trusted business partner to clients, helping them navigate complex benefits-related matters while providing exceptional service and support.
Key Responsibilities
- Manage and retain a book of employee benefits clients, ensuring a high level of client satisfaction and service excellence.
- Serve as the primary point of contact between clients, employees, insurance carriers, and internal teams.
- Oversee employee benefit programs including medical, dental, vision, life, and disability insurance plans.
- Coordinate benefit enrollments, plan changes, terminations, and ongoing administration activities.
- Prepare and deliver client presentations, proposals, renewal analyses, and benefit communication materials.
- Partner with producers to support new business opportunities and client retention efforts.
- Negotiate with insurance carriers to obtain competitive pricing and plan design solutions.
- Resolve complex client issues related to billing, eligibility, coverage, and claims administration.
- Maintain accurate client records and documentation in accordance with company standards.
- Monitor industry trends, carrier updates, and regulatory changes impacting employee benefits.
- Ensure compliance with ERISA, Section 125 regulations, and IRS reporting requirements, including Forms 1095 and 5500.
- Identify opportunities to expand services and strengthen client relationships.
- Recommend and implement process improvements to enhance operational efficiency and client experience.
Qualifications
Required
- High School Diploma or equivalent.
- Minimum of 5 years of recent experience in employee benefits, group insurance, or commercial lines account management.
- Active Health & Life Insurance License or ability to obtain and maintain licensure.
- Strong knowledge of:
- Employee benefits administration
- ERISA regulations
- Section 125 plans
- IRS reporting requirements, including Forms 1095 and 5500
- Advanced proficiency with Microsoft Office Suite.
- Exceptional communication, organizational, and problem-solving skills.
Preferred
- Bachelor's degree in Business, Human Resources, Finance, or a related field.
- Experience working directly with employers and insurance carriers in a consultative capacity.
Skills & Competencies
- Outstanding client service and relationship management abilities.
- Strong analytical and critical-thinking skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional judgment and discretion when handling sensitive information.
- Excellent verbal, written, and presentation skills.
- Collaborative approach with a focus on continuous improvement.
- Strong attention to detail and follow-through.
Work Environment
This position is based in a professional office environment in Virginia Beach, VA. The role regularly utilizes standard office equipment, including computers, phones, and printers. Occasional travel to client locations throughout Virginia and North Carolina may be required.
Why Join This Team?
- Join a growing and client-focused organization with a reputation for excellence.
- Work alongside experienced professionals in a collaborative and supportive environment.
- Make a meaningful impact by helping clients design and manage effective employee benefit programs.
- Opportunity for professional growth and continued development within the insurance and benefits industry.
PeopleShare is an Equal Opportunity Employer and welcomes applications from all qualified candidates.
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