Future Opportunities: Licensed Benefits Advisor

Gusto Gusto · Fintech · Denver, CO; Phoenix, AZ · 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 small business owners through health benefits decisions, build client relationships, and provide support throughout the benefits life cycle. While the company mentions AI is fundamental to how work gets done and expects team members to engage with AI tools, this specific role focuses on customer experience and benefits advising, not on building or directly developing AI/ML models or systems.

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 preferred

What the JD emphasized

  • Active Life and Health Producer License