Our client, a respected and growth-minded insurance brokerage, is seeking an Employee Benefits Risk Advisor to join their advisory team. This role is ideal for a professional who thrives on developing client relationships, delivering consultative benefits guidance, and leading strategic renewal discussions. The successful candidate will manage a portfolio of middle-market employer groups (typically 50–100 lives) and serve as a trusted advisor to HR and executive leadership teams.

This position offers the opportunity to step into an existing, well-managed book of business and play a key role in client retention and growth while collaborating with a supportive internal service and account management team.

Job Duties

  • Manage and retain a portfolio of approximately 40 middle-market employee benefits clients.

  • Lead renewal strategy planning, open enrollment meetings, and benefits consultations.

  • Build and maintain trusted relationships with HR leaders and executive teams.

  • Partner closely with internal account executives and service staff to ensure client satisfaction and consistency in service delivery.

  • Provide proactive problem-solving and forward-thinking recommendations that align with each client’s business objectives.

  • Identify opportunities for cross-selling and organic growth within existing accounts.

  • Participate in internal planning meetings, training, and team-building initiatives.

  • Maintain a strong presence in the regional market through professional networking and client engagement.

Qualifications

Required:

  • Minimum of three years’ experience in insurance sales or service, preferably in employee benefits.

  • Active Life and Health license (or ability to obtain within 60 days of employment).

  • Proven ability to manage multiple client relationships with professionalism and minimal supervision.

  • Strong technical understanding of employee benefits concepts and renewal strategy planning.

  • Excellent interpersonal, communication, and consultative skills; capable of engaging C-suite and HR leaders effectively.

  • High level of emotional intelligence, client focus, and initiative.

Preferred:

  • Experience with mid-sized agencies or brokerages.

  • Familiarity with agency management systems and carrier portals.

  • Professional designations such as GBA, CEBS, or similar credentials.

Core Competencies:

  • Collaborative, team-oriented mindset.

  • Forward-thinking and proactive problem solver.

  • Analytical, detail-oriented, and organized.

  • Strong communicator with persuasive and intuitive client presence.

  • Comfortable with complex and candid business conversations.

  • Energetic, adaptable, and driven to deliver exceptional results.

Location
Menasha WI
Industry
Other
Date Posted
11/10/2025