Broker Relationship Consultant, Employee Benefits
About The Position
True Benefit, an Amwins Group company, is seeking a Broker Relationship Consultant, Employee Benefits to support the ADP TotalSource Broker Channel in Southern California. True Benefit is an employee benefits consulting and healthcare underwriting program manager supporting a leading Professional Employer Organization (PEO) platform. We manage more than $2.3 billion in annual healthcare premium for over 150,000 insured employees nationwide. True Benefit has been part of Amwins Group, the world’s wholesale insurance distributor, since 2016. The Broker Relationship Consultant builds relationships with priority retail brokerage firms and partners with ADP Broker District Managers to grow the assigned market. The role educates brokers and ADP partners, supports case strategy, coordinates with underwriting, and helps position ADP TotalSource against open-market benefit options. This role does not cold call for new firms, carry a traditional individual sales quota, or make their own final underwriting decisions. Success requires broker credibility, benefits funding knowledge, sound business judgment, and the ability to influence growth through relationships and expertise.
Requirements
- Bachelor's degree or equivalent professional experience.
- 5 to 7 or more years of employee benefits, retail brokerage, carrier distribution, PEO consulting, or related experience.
- Experience building relationships with retail employee benefits firms and producers.
- Knowledge of fully insured and level-funded arrangements, with working knowledge of self-funded and other funding approaches.
- Strong consultative, presentation, collaboration, and relationship-management skills.
- Ability to influence results without direct authority or ownership of a traditional sales quota.
- Active Life and Health license, or ability to obtain one within 90 days of hire.
Nice To Haves
- Broker-facing experience as an Account Executive, Account Manager, Benefits Consultant, carrier representative, or similar professional.
- Relationships within the Southern California employee benefits brokerage community.
- PEO knowledge and experience supporting broker distribution channels.
- Experience partnering with sales, underwriting, renewal, and retention teams.
Responsibilities
- Build trusted relationships with priority retail brokerage firms, benefits consultants, and producers.
- Engage and educate producers within established firms on the ADP TotalSource value proposition.
- Understand broker priorities and serve as an effective advocate for both the broker and ADP seller.
- Partner with ADP Broker District Managers and join the sales process when appropriate.
- Support case strategy, opportunity qualification, competitive positioning, and coordination with True Benefit underwriting.
- Participate in broker, employer, and ADP meetings where benefits or PEO expertise can advance an opportunity.
- Differentiate ADP TotalSource from fully insured, level-funded, self-funded, and other open-market options.
- Share relevant market, competitive, healthcare, and broker-channel insights.
- Translate technical benefits and underwriting concepts into practical guidance.
- Partner with ADP retention teams on renewals and broker communication.
- Coordinate with underwriting and True Benefit stakeholders to support sustainable growth.
- Maintain consistent follow-through and represent True Benefit and Amwins at market events.
Benefits
- Eligibility for performance-based bonuses.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
