As an Advisor, Benefits Portfolio, your responsibilities would consist of:

• Building rapport with new benefits clients alongside the sales advisor and service manager via quarterly check-ins
• Maintain strong relationships with our carrier partners
• Negotiate renewals with our carrier partners
• Successfully renew numerous group plans each month ensuring the client's best interests are addressed
• Market existing group plans in order to source a new provider that better suits the client's needs
• Handling post-quote presentation action items (i.e. alternate quotes, answering client inquiries, etc) 
• Confirming sales details with the selected carrier before engaging the benefits service manager to handle a group's implementation with their new provider

In your first 30 days, you will:

• Onboard and integrate with the Humi Benefits team
• Meet with Department Heads and members of the Leadership team 
• Submerge into the Humi culture and vision
• Be acquainted with the different platforms and software that will be used day to day
• Build an understanding of the distribution structure of the industry, the various providers, and where the Humi brokerage fits in the mix
• Be a sponge to acclimate with the different Humi processes and procedures 
• Participate in client renewal meetings to understand how to "sell for the future" not just today's bottom line
• Support Humi's Portfolio Advisors with post-renewal deliverables 

In your first 60 days, you will:

• Have built a strong foundation and understanding of how the Benefits team operates when prospects come in from the Software sales team 
• Have a strong understanding of our approach to renewing group plans
• Start transitioning into managing your own block of clients within the Humi book of business

In your first 90 days, you will:

• Have hit a milestone in which you will have a strong understanding of why clients choose Humi to be their resource & advocate for all things benefits
• Nurture and manage your own book of business
• Work closely with the benefits service managers as well as the software team to ensure that clients are getting everything they need to allow their business to thrive
• Responsible for managing portfolios including but not limited to, negotiating and presenting annual renewals, quarterly performance reviews, plan design changes based on the market, and building long-term total reward plans

What are we looking for in an Advisor, Benefits Portfolio?

• You have 3+ years of experience working in sales, account management or a customer service role at a fast-paced brokerage or insurance carrier 
• You are LLQP licensed and it is in good standing
• You are knowledgeable on group benefits best practices and requirements from working for an insurance carrier or brokerage 
• You pride yourself in relationship management due to your ability to create delight for customers and partners 
• You are highly organized and thrive when managing multiple projects simultaneously with multiple competing deadlines 
• You are a strong communicator and a master influencer when trying to curate the best solutions for all parties 
• You possess a resourceful attitude and thrives in ambiguity 
• You are tech-savvy, have a high mathematical aptitude and a quick learner 
• You have a strong work ethic with a constant desire to improve through constructive feedback
• You are self driven and excel in reaching goals independently and in a team

Bonus Points If:

• You previously worked in a fast-paced startup and understand how to manage changing priorities 
• You have experience working with CRMs

Why join Humi?

• As a team that services the HR world, we are a team that understands you perform best in an environment that cares about their employees
• Be part of a high performing team of critical thinkers that thrive on problem solving 
• Access leadership and growth opportunities as the company rapidly scales
• Maintain work-life engagement with flex hours and our Long(er) weekends initiative
• Opportunity to work fully remote across Canada if you choose to