Benefits Consultant I

Benefits Consultant I

Full-time

Department Name: Customer Service

Office Type: Remote

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.

Job Description

Job Summary:

We are seeking a highly motivated and detail-oriented Benefits Consultant to join our team. In this role, the Benefits Consultant will work directly with JJL&W Insurance Consulting Firm, a Trucordia company, to support client initiatives and deliver strategic benefits solutions. This position partners with internal teams to manage a growing client base in a cost-effective and efficient manner.

The Benefits Consultant will serve as the primary point of contact for client inquiries, with a strong focus on customer relations, problem resolution, and effective time management. You will collaborate with both clients and internal teams to deliver exceptional service, resolve issues, and ensure overall client satisfaction with their benefits programs. Additionally, this role plays a key part in maintaining efficient benefits administration and supporting a high-quality client experience.

Duties and Responsibilities:

• Support the development and execution of benefits strategy for assigned clients, including plan design, benchmarking, and cost analysis.
• Collaborate with Producers and internal teams to deliver high-quality service and strategic consulting throughout the client lifecycle.
• Participate in carrier negotiations and renewals, partnering with carriers and internal teams to deliver competitive and comprehensive benefits solutions.
• Assist clients in understanding and complying with regulatory requirements (e.g., ACA, HIPAA, ERISA).
• Contribute to the creation of client presentations, rate analysis tools, and open enrollment materials.
• Participate in employee education meetings and webinars, helping to communicate benefits programs clearly and effectively.
• Stay informed on industry trends, new products, legislative developments, and emerging market practices.

Qualifications

Education & Experience:

• Minimum of two years of experience in employee benefits, carrier account management, or HR benefits administration.
• Strong understanding of group health, life, disability, and ancillary insurance products.
• Exposure to fully insured and level-funded account types.
• Knowledge of ACA, ERISA, HIPAA, and other relevant compliance frameworks.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Strong analytical and organizational skills, with a high-level attention to detail.
• Ability to manage multiple projects and deadlines in a fast-paced, collaborative environment.
• Health & Life Insurance License (or ability to obtain within 90 days).

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the "Company") is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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