Benefits Advisor

Gusto Gusto · Fintech · Denver, CO +1 · Remote · Customer Experience

This role is for a Licensed Benefits Advisor at Gusto, a company that provides payroll, health insurance, and HR services to small businesses. The advisor will guide clients through health benefits decisions, manage a portfolio of clients, and ensure timely and accurate support. While Gusto emphasizes the use of AI tools in its operations, this specific role focuses on client-facing benefits advising and does not involve building or directly managing AI/ML models.

What you'd actually do

  1. Serve as the primary benefits contact for a portfolio of small group employer clients
  2. Guide clients through the full renewal process — from assessment of needs, plan evaluation, selection through enrollment support
  3. Proactively assess client needs and recommend coverage options (dental, vision, life, disability, HSA/FSA) and plans (SGHI, Level Funded, LGHI) that best fit their teams
  4. Provide clear, approachable guidance on health insurance concepts via phone and email
  5. Ensure clients receive timely, accurate support that meets their needs throughout the year

Skills

Required

  • Minimum 4+ years in a customer-facing role
  • Active Life and Health Producer License
  • Experience supporting a client portfolio or managing ongoing client relationships
  • A track record of strong client retention and service delivery
  • Clear communicator who can simplify complex benefits concepts
  • Self-starter who thrives with autonomy and adapts well to change

Nice to have

  • health insurance or benefits experience

What the JD emphasized

  • Active Life and Health Producer License