Employee Benefits Specialist - Ph Financial Advisors : Job Details

Are you a supportive, detail-oriented professional with a passion for processes and teamwork? Do you thrive in a role where organization and precision are essential? Ph Financial Advisors is seeking someone with these qualities to join us as an Employee Benefits Specialist in Fort Myers. If you're a confident, driven individual with an eye for detail and a commitment to accuracy, we invite you to become part of our growing team, where your dedication to excellence will be valued and rewarded!

COMPANY OVERVIEW

Ph Financial Advisors is a boutique financial services firm on a mission to guide individuals to and through a financially healthy retirement. We are seeking a detail-oriented, motivated individual to grow into the role of Employee Benefits Specialist at our Fort Myers location. The ideal candidate will learn and streamline our proprietary approaches and become an integral part of our expanding team.

JOB OVERVIEW

As the Employee Benefits Specialist, you will be responsible for efficiently managing and servicing both new and existing employee benefits accounts. This includes ensuring accuracy in documentation, handling client interactions with precision, and maintaining high standards in every client transaction. Knowledge of Employee Benefits is required, along with the willingness to obtain a Life & Health license. A Securities license is preferred.

COMPANY CULTURE

We are committed to fostering a culture of excellence and integrity. Our team members are accountable, proactive, and passionate about service. The right candidate will align with our principles:

• Responsibility: Commit to following and continuously improving standard operating procedures, including detailed documentation for transparency.
• Transparency: Maintain self-discipline to document all actions, allowing others to seamlessly follow or continue processes.
• Excellence: Embrace a growth mindset by asking, What else can I do? How can I improve?
• Urgency: Prioritize efficiently, ensuring timely and clear communication with clients and colleagues.
• Problem-solving: Seek and suggest technological or process-based solutions that enhance productivity and communication.
• Teamwork: Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.
• Passion for Service: Actively work to support others in achieving their goals.

KEY RESPONSIBILITIES

New Business Processing

• Submit accurate insurance and employee benefits applications.
• Enter and update relevant documentation in our database.
• Track commissions and maintain standard operating procedures for consistency and accuracy.

Client Servicing and Customer Relations

• Maintain and service existing accounts with a high level of client interaction and follow-through.
• Prepare and audit summary documents to confirm critical details (e.g., correct beneficiaries).
• Identify opportunities for additional business from existing clients and inform leadership.

Business Health Monitoring

• Oversee caseload prioritization and monitor monthly profit & loss reports.

Employee Benefits Knowledge

• Posses a strong understanding of group medical benefits.
• Providing day-to-day service for employee benefits clients, addressing questions and issues efficiently.
• Facilitate Open Enrollment preparation.

COMPENSATION AND BENEFITS

• Salary Range: $50,000 based on experience, with a 90-day initial performance review and potential for advancement.
• Job Type: Full-time, 8-hour shift, Monday to Friday.
• Benefits:
• Health insurance
• Paid time off
• Professional development assistance
• Bonus pay

QUALIFICATIONS

• Education: Associate degree (preferred)
• Experience: 1 year of Microsoft Office and administrative experience (preferred)
• Licenses: Life, Health License required; Securities License preferred.

Location: In-person at Fort Myers, FL location. Flexibility for 1 WFH day/ week after training.