Benefits Advising (Renewals) Leader
Core
Lead a licensed benefits advisor organization to deliver expert health insurance and holistic benefits advice to small business owners, focusing on renewals and customer retention.
Role type
Senior IC People Leader (Benefits Advisory)
Builds
Small group health insurance plans (fully insured, level-funded) and ancillary benefits for small businesses
Domain
Health Insurance / Small Business HR
Required skills
Benefits advisory leadership, small group health insurance expertise, revenue growth strategy, operational excellence, change management, AI tool adoption, Salesforce proficiency, Life & Health insurance licensing
Preferred skills
OKR management, cross-functional partnership, data-driven decision making, first-principles thinking
Technologies
Salesforce, APIs, benefits administration platforms
Responsibilities
Coach and manage a team of 10-15 licensed advisors; drive retention and revenue growth through consultative renewal strategies; lead cross-functional initiatives to improve customer experience; champion AI integration for team productivity; foster a culture of trust and continuous learning.
Seniority
Senior, hands-on IC