TriNet is seeking a Benefits Advisory Services Consultant to advise prospects and clients on benefit plan design, contribution strategies, and alignment with TriNet-sponsored benefits. The consultant will provide benefits consultation and education for Revenue teams, serve as a trusted advisor to prospects and clients, and generate and deliver informative collateral and benefits knowledge pre-sale to TriNet sales colleagues and the extended TriNet ecosystem.
Requirements
- Provide benefits consultation and education for Revenue teams in support of prospects and clients' custom to their business needs while ensuring high-quality experience and regulatory compliance.
- Serve as a trusted advisor to prospects and clients, helping them evaluate contribution strategies that meet their organizational goals.
- Generate and deliver informative collateral and benefits knowledge pre-sale to TriNet sales colleagues and the extended TriNet ecosystem; including but not limited to the utilization of various support tools related to benefits and plan comparison(s) and ACA compliance knowledge.
- Participate in renewal execution activities including preparation work (reviewing plan changes, renewal rates, and trends), pre-renewal questions, renewal extensions, and applicable system testing/quality checks.
- Serve as a Subject Matter Expert (SME) in benefit relevant support calls, benefit training, open enrollment meetings, renewal meetings, and virtual presentations.
- Engage and partner with internal teams on critical and ongoing projects in support of department and corporate goals.
- Expand benefits knowledge, experience, and capabilities by participating in professional development and training.
- Complies with all policies and standards
- Typically 2+ years with group benefits/insurance sales as a consultant or Account Manager required
- Typically 2+ years • Experience in benefits administration, benefits customer support related to renewals, open enrollment and/or client-facing benefits education preferred
Benefits
- Medical, dental, and vision plans
- Life and disability insurance
- 401(K) savings plan
- Employee stock purchase plan
- Company observed holidays
- PTO
- Comprehensive leave program
