Career Search

Benefits Client Advisor

System Search has an opening for a Benefits Client Advisor in North Carolina Locations including:


  • Charlotte, NC

    The Client Advisor is responsible for inside and outside assistance to the Client Executive and/or Producer in providing service to clients, developing knowledge of the accounts, and acting as liaison between the client and other departments within the Company.

    Benefits Client Advisor responsibilities include: 


      • Develops and maintains a positive relationship with clients
      • Interacts directly with clients regularly, through phone, email, and in person when needed
      • Markets renewals and new business, working in conjunction with the Client Executive and/or Producer
      • Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process
      • Assists clients with billing questions, ID card requests, service issues and contract concerns that occur throughout the year
      • Facilitates corrections with carriers as needed and communicates appropriately between the carrier and client
      • Resolves problems received from the insured members and insurance carriers, including but not limited to eligibility, enrollment, and low-level claims inquiries
      • Prepares cost analysis/proposals for the Client Executive and/or Producer to present to client
      • Reviews and processes eligibility audits, working with the customer and company to facilitate corrections
      • Designs employee benefits booklets and personalized employee enrollment forms for group clients
      • Maintains knowledge of carrier intricacies, such as plan designs, network restrictions, and internal systems
      • Monitors and maintains the Client Executive and/or Producer’s renewal calendar, ensuring the renewal process is initiated in a timely manner, and that all client policies are addressed before the renewal date
      • Complete annual UBA Health Plan Surveys as clients renew
      • Understands the Company value proposition
      • Keeps all current and historical information updated in the agency management system
      • Maintains accurate records in agency’s value-added technology platforms, such as Zywave and HR360
      • Securely handles all PHI in accordance with HIPAA
      • Maintains industry knowledge and required licensing
      • Interact, communicate and collaborate with staff; sharing information and time as needed to support business objectives
      • Adheres to all Company policies and procedures
      • Assists or completes other tasks as directed by the Client Executive, Producer, and/or Benefits Practice Leader

      Ideal Qualifications & Experience of Benefits Client Advisor:


        • Hold and maintain NC Insurance Agent License
        • Prior experience as a Client Associate or similar position
        • Minimum High School Graduate. College Degree and/or Employee Benefit experience preferred.
        • Understanding of Medical, Dental, Vision, and Life Insurance