Account Advisor

Job Posting: Group Benefits, Account Advisor

at Sounder Benefits 

Boise, Idaho Metro Area

 

About Sounder Benefits, Inc.:

Sounder Benefits is a strategic benefits advisor, purpose built to help mid-sized and high growth businesses offer market leading benefits that reduce cost and admin complexity, improve access to care, and increase employee satisfaction.

 

In a world where innovation and technology are enabling faster, better decisions in every sector, midsize employers find it overwhelming to keep up with offering best in class benefits. Sounder Benefits offers a complete set of solutions enabling them to access innovation, craft bespoke benefits strategies, and confidently navigate a complex benefits landscape.

 

Sounder Benefits employs a unique blend of innovative & data-driven decision making, industry leading advisors, and white-glove service. 

 

About the Job:

We are looking for a dynamic, self-motivated, and accomplished Account Advisor that is interested in the Employee Benefits space. The individual will be working within the Servicing division and assisting the company founders with administrative tasks as directed. The ideal candidate will be comfortable with speaking over the phone or by email and handle all servicing requests. Additional responsibilities include managing annual renewals, Open Enrollment, and day-to-day client inquiries. The candidate will be located in Idaho, preferably near Boise, and is able to work remotely. This position does require you to hold an active license in Life and Health.

 

Job Expectations:

• Group Benefits experience (Medical, Dental, Vision, Disability, Life Insurance, Voluntary Products, Fringe Benefits, and Compliance)
• Outbound calls and emails
• Schedule meetings with Benefit Administrators
• Research and compile data
• Ability to navigate Google Suite - Calendar, Drive, Sheets, Slides and Gmail
• Strong phone etiquette skills
• Able to strike up a conversation
• Active listening skills 
• Detail oriented
• Ability to navigate PC or Mac
• Affordable Care Act (ACA) knowledge
• Large Group Market Segment experience 
• Act with a sense of urgency for incoming inquiries
• Responsible for annual renewals
• Fully Insured, Level-Funded and Self-Insured working knowledge

 

Qualifications:

• 5+ years experience working in Employee Benefits
• Must have at minimum an associates or bachelor degree
• Active Life, Health & Accident License
• Located in Boise, Idaho metro area
• Full Time

 

Job Description:

The candidate will be heavily involved in client retention and supporting client’s needs, issues and complex matters. While working with a sense of urgency, the Account Advisor will address incoming inquiries timely and with accuracy. 

 

Customer service skills are a must as well as phone and email etiquette. The individual will have an opportunity to learn more about the Insurance industry and expand their knowledge and skill sets. 

 

At the direction of the VP of Brokerage, the Account Advisor will assist with administrative tasks as needed for the purpose of client acquisition. Administrative tasks will include researching main contacts and compiling the information, as well as outbound calls and emails using a list of prospective clients. The ultimate goal is to schedule appointments for the founders to speak with decision makers and close new business. 

 

The candidate will have an opportunity to assist with client onboarding. Must be detail oriented and be dedicated to providing a positive experience for our clients and prospective clients. 

 

Other tasks the candidate can expect to manage include, but are not limited to: handling a client’s annual renewal, assist with claims navigation for a client’s employee, Open Enrollment presentations, preparing client and employee-facing materials, quarterly claims review utilizing technology, sharing industry news with clients, resolving client or employee-related issues, compliance audits, and be a dependable and reliable Account Advisor for all assigned clients.