Client Associate

This is a fully remote position, open to applicants in Florida.

📋 Description

• Offer daily operational and administrative assistance throughout the employee benefits client lifecycle, which includes enrollments, billing, eligibility updates, and system upkeep.

• Accurately prepare and distribute materials for clients and employees in a timely manner, adhering to compliance and documentation standards.

• Facilitate the onboarding process for new clients by completing checklist tasks and coordinating necessary data, materials, and internal workflows.

• Address routine inquiries from clients and internal teams, escalating issues when necessary.

• Provide support with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.

• Carry out assigned tasks with precision and efficiency while advancing through structured training and guided learning.

⛳️ Requirements

• Fewer than 1 year of relevant experience.

• Basic technical application knowledge or exposure.

• Willingness to learn and develop through structured training and mentorship.

• Ability to obtain and pass the Life & Health License within the required timeframe for state and role specifications.

🏝️ Benefits

• Annual Performance Bonus

• Stock Purchase

• Medical Plans

• Prescription Drugs

• Dental

• Vision

• Family Assistance Program

• FSA

• HSA

• Pre-Tax Parking Plan

• 401(k)

• Life/AD&D

• Accident

• Critical Illness

• Hospital Indemnity

• Long Term Care

• Short-term Disability

• Long-term Disability

• Business Travel Accident

• Identity Theft

• Paid Time Off

• Flexible Work Options

• Paid Holidays

• Sabbatical

• Gift Matching

• Well-Being Stipend

• Personal and Professional Development

• Ownership business model / part ownership