PEO Benefits Advisor

Rippling • San Francisco, CA

6d

About The Position

The PEO Benefits Advisor partners with Rippling Account Executives, Account Managers, and PEO Account Executives to quote health insurance, provide comparative analyses of plans and rates, and present options to prospective and existing customers. The role works directly with customers, sales teams, and the Rippling product, and contributes to building scalable processes as the PEO grows. It also works cross-functionally to reduce operational burden through software automation and has a direct impact on financial performance.

Rippling values in-office work to support collaboration and company culture. Under current policy, office-based employees who live within 40 miles of a Rippling office are expected to work in the office at least three days a week. The posting also includes an equal opportunity and reasonable accommodation statement.

Requirements

• At least 2 years of experience in a client-facing role in the health insurance industry.
• Deep understanding of the health insurance market.
• Excellent verbal and written client-facing communication skills.
• Strong project management and organizational skills, including attention to detail, high-quality work, time management, and execution.
• Solid Google Workspace skills, particularly Google Sheets.

Nice To Haves

• An active Life, Accident & Health license is preferred.

Responsibilities

• Interface with prospects and customers to collect data needed by third-party underwriters to quote groups.
• Provide timely and accurate comparative analyses of existing plans and plans available through the Rippling PEO.
• Use the Rippling product to evaluate insurance plans and rates and enter plan selections.
• Partner with Rippling Sales Executives and PEO Account Executives to guide clients through insurance options.
• Establish processes that professionalize operations while improving efficiency and accuracy.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed