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Customer Benefits Advisor Jobs (NOW HIRING)

Brown & Brown, Inc.

Employee Benefits Advisor

Greenville, SC · On-site

$54K - $68K/yr

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Advisor to ...

Gusto

Benefits Advising (Renewals) Leader

Phoenix, AZ · On-site

$57K - $72K/yr

You will lead a licensed benefits advisor organization by empowering and enabling your individual contributors to deliver a best in class customer experience effectively in a fast paced environment.

CALIBRE

$22.07/hr

... Benefits Advisor to support our client at Elmendorf, Alaska. Conduct transition activities in ... Strong customer management and support skills * Experience delivering interactive workshops and ...

Allstate

Licensed Medicare Benefit Advisor

Los Angeles, CA · On-site +1

$55K - $100K/yr

And for more than 90 years, our innovative drive has kept us a step ahead of our customers ... Eligible for Allstate's full employee benefits from day one, including health insurance, pension ...

AO Globe Life

Remote Client Benefits Advisor

Miami, FL · On-site +1

$90K - $119K/yr

AO Globe Life is hiring Remote Client Benefits Advisors to help individuals and families understand ... Identify coverage needs through a customer-focused review process * Educate clients on life ...

Allstate

Licensed Medicare Benefit Advisor

Concord, NC · On-site +1

$55K - $100K/yr

And for more than 90 years, our innovative drive has kept us a step ahead of our customers ... Eligible for Allstate's full employee benefits from day one, including health insurance, pension ...

Allstate

Licensed Medicare Benefit Advisor

OR · On-site +1

$55K - $100K/yr

And for more than 90 years, our innovative drive has kept us a step ahead of our customers ... Eligible for Allstate's full employee benefits from day one, including health insurance, pension ...

Department of Labor

Lead Benefits Advisor

Washington, DC · On-site

$143K/yr

You must meet the Specialized Experience to qualify for the Lead Benefits Advisor position, as ... Experience with meeting customer service goals and managing statistical data. Education: There is ...

Allstate

Licensed Medicare Benefit Advisor

$55K - $100K/yr

And for more than 90 years, our innovative drive has kept us a step ahead of our customers ... Eligible for Allstate's full employee benefits from day one, including health insurance, pension ...

University of Miami

Patient Benefit Advisor - Doral

Doral, FL · On-site

$53K - $67K/yr

The Patient Benefits Advisor 2 ensures that patients have adequate insurance coverage for services ... Strong customer service skills * Strong written and verbal communication skills * Highly detail ...

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Customer Benefits Advisor information

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How much do customer benefits advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for customer benefits advisor in the United States is $20.74, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $23.80 per hour, depending on experience, location, and employer.

What is a customer benefits advisor?

Customer Benefits Advisors are professionals who help clients understand, access, and maximize the benefits and services available to them, often through insurance, government programs, or employee benefits packages. They act as a knowledgeable resource, answering questions, explaining options, and assisting clients in making informed decisions about their benefits. Customer Benefits Advisors may also handle claims processing, provide support during enrollment periods, and resolve issues related to benefits coverage. Their goal is to ensure that customers receive the full value of their entitled benefits and have a positive experience throughout the process.

How does a customer benefits advisor typically collaborate with other departments to resolve client issues?

Customer Benefits Advisors often work closely with teams such as claims, underwriting, and customer service to address client inquiries and resolve benefit-related concerns. Effective collaboration may involve coordinating with the claims department to clarify coverage details, liaising with underwriting for eligibility questions, or partnering with customer service to ensure seamless client communication. Being proactive in cross-departmental communication helps Advisors provide accurate information and deliver a positive experience for clients. This teamwork is essential for resolving complex cases promptly and maintaining client satisfaction.

What are the key skills and qualifications needed to thrive as a customer benefits advisor, and why are they important?

To thrive as a Customer Benefits Advisor, you need strong knowledge of benefits programs, customer service expertise, and typically a high school diploma or relevant experience. Familiarity with CRM software, call center systems, and documentation tools is often required. Outstanding communication, active listening, and problem-solving skills help you connect with clients and address their needs effectively. These abilities are crucial for providing accurate information, ensuring customer satisfaction, and maintaining compliance with regulations.

What is the difference between Customer Benefits Advisor vs Customer Service Representative?

AspectCustomer Benefits AdvisorCustomer Service Representative
Primary FocusExplaining and promoting benefits, advising customers on benefits optionsHandling general customer inquiries, resolving issues, providing support
Required CredentialsKnowledge of benefits programs, communication skillsBasic customer service skills, sometimes CRM software familiarity
Work EnvironmentOffice or call center, often in insurance or benefits industryCall centers, retail, or service industries
Employer UsageInsurance companies, benefits providers, HR departmentsVarious industries including retail, telecom, banking

While both roles involve customer interaction, the Customer Benefits Advisor specializes in explaining and promoting benefits programs, requiring specific knowledge of benefits options. The Customer Service Representative handles general inquiries and support, often with broader responsibilities. Understanding these differences helps job seekers find the right role aligned with their skills and career goals.

More about Customer Benefits Advisor jobs

What cities are hiring for Customer Benefits Advisor jobs?

Cities with the most Customer Benefits Advisor job openings:

What states have the most Customer Benefits Advisor jobs?

States with the most job openings for Customer Benefits Advisor jobs include:

What job categories do people searching Customer Benefits Advisor jobs look for?

The top searched job categories for Customer Benefits Advisor jobs are:

Customer Benefits Advisor jobs near you
Infographic showing various Customer Benefits Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $43,138 per year, or $20.7 per hour.

Group Health Benefits Advisor

Pax Financial Group

San Antonio, TX • Hybrid

$52K - $65K/yr

Full-time

Medical, Life, Retirement

Re-posted 14 hours ago

Job description

Group Health Benefits Advisor

San Antonio, TX | Hybrid

About PAX Financial Group

PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families, businesses, and individuals manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuel generosity, confidence, and lasting impact.

Rooted in faith and inspired by 1 Timothy 6:1719, we believe wealth is a responsibility, not just a resource. Our team blends technical excellence with a deep commitment to client service, behavioral finance, and values-based financial guidance.

PAX is a values-driven organization with a professional, client-first environment. Our culture emphasizes integrity, respect, collaboration, accountability, and service. Many of our clients and partners value a relationship-focused, professional approach, and team members are expected to represent the firm in a manner that reflects these expectations while maintaining authenticity, professionalism, and mutual respect.

If youre looking to join a collaborative team where purpose, growth, and impact matter, wed love to connect.

Position Overview

We are seeking a proactive and relationship-driven Group Health Benefits Advisor to acquire, service, and retain group health insurance clients while executing the workflows that ensure a seamless client experience. This role blends business development, benefits consulting, account management, and operational execution.

The ideal candidate is comfortable building trusted relationships while managing details with precision engaging with employers and Centers of Influence (COIs), consulting on benefit strategies, completing carrier and vendor requirements, and executing benefits workflows in alignment with firm standards. This individual plays a key role in supporting PAXs group benefits clients and contributing to the firms long-term growth.

Key Responsibilities

Client Acquisition & Relationship Management

  • Acquire and retain group health insurance clients while maintaining high satisfaction standards.
  • Conduct proactive outreach to COIs, networking partners, and prospective employer groups.
  • Refer group clients to the Advisory and 401(k) teams when planning opportunities arise.
  • Assess and validate employer needs on an ongoing basis.
  • Respond promptly to inbound inquiries via web, email, and phone.
  • Maintain accurate notes and documentation within Salesforce.

Benefits Administration & Workflow Execution

  • Onboard new group clients and complete all carrier/vendor paperwork accurately and on time.
  • Manage benefits workflows in alignment with PAX standards and client expectations.
  • Collaborate with the Sales team, CSA Supervisor, and Resource Manager to ensure consistent service delivery.
  • Prepare accurate reports, renewals, quotes, and internal documentation.

Service & Retention

  • Achieve business retention targets and support strategic account objectives.
  • Communicate product updates, compliance changes, and market trends to clients and internal teams.
  • Participate in ongoing professional development and industry education.
  • Stay current on regulatory updates and carrier offerings affecting employer-sponsored plans.

Process Improvement & Cross-Functional Collaboration

  • Identify opportunities for workflow improvements and technology-driven efficiencies.
  • Partner with colleagues to refine processes and enhance the overall client experience.
  • Support smooth integration of benefits services within PAXs broader client offerings.

Qualifications Required

  • Active Texas Life & Health License
  • 25+ years of experience in group health insurance, employee benefits, or a related client-facing role
  • Strong understanding of group health plans, benefits administration, and carrier processes
  • Excellent verbal and written communication skills
  • Demonstrated ability to manage multiple deadlines independently
  • Strong organization, follow-through, and attention to detail
  • Comfortable networking, developing COIs, and generating new business opportunities
  • Proficiency with CRM systems (Salesforce preferred)

Cultural Fit

  • You take ownership of your role and resolve challenges proactively.
  • You deliver consistent, reliable service with a relationship-focused approach.
  • You thrive in a collaborative, team-oriented environment.
  • You are aligned with PAXs mission, values, and client-centered philosophy.

Interested in Applying?

If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.

The assessment helps us understand work style and role fit and is required to move forward.

Begin the assessment:
https://assessment.predictiveindex.com/bo/CQ3R/GroupHealthBenefitsAdvisor_Jan2026_215315

We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Apply