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 and productivity reports for customers and distribution teams
Domain
Insurance (Life & Medical) / Customer Operations
Required skills
Group life insurance knowledge, Medical insurance knowledge, Policy drafting, Process improvement, Staff coaching, Project management, Error diagnosis, License acquisition
Preferred skills
Chinese contracts expertise, System enhancement, Development
Technologies
None stated
Responsibilities
Prepare productivity reports on policy issuance, Draft and issue policy documents, Identify and resolve process problems, Review agreements and correspondence, Coach and supervise junior staff, Assist in resource arrangement and task prioritization, Provide advice to distribution teams
Seniority
Senior, hands-on IC with team leadership