Employee Benefits Contracting, Senior Advisor
Core
Senior advisor ensuring the team meets service-to-sales targets, client retention, and compliance benchmarks while delivering reliable customer outcomes in group life and medical insurance.
Role type
Senior IC employee benefits contracting advisor
Builds
Policy issuance documents, productivity reports, and enhanced customer journey processes
Domain
Insurance (Life & Medical) + Operations
Required skills
Group life insurance knowledge, Medical insurance knowledge, Policy drafting, Process improvement, Staff coaching, Task prioritization, Document review, Error diagnosis, Regulatory licensing
Preferred skills
Chinese contract expertise, System enhancement, Development projects
Technologies
Policy management systems, Productivity reporting tools
Responsibilities
Prepare productivity reports on policy issuance, Draft and issue policy documents including non-standard policies, Identify problems in the policy issuance process and implement enhancements, Review miscellaneous agreements and correspondence, Support customer inquiries, Coach and supervise junior staff, Lead projects as a module owner
Seniority
Senior, hands-on IC with mentorship duties