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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in benefits advisory, focusing on customer retention and revenue growth through consultative strategies. Proficient in leveraging data for process improvements and driving team performance in a dynamic environment.
Highest-signal resume keywords
Leadership ExperienceCustomer Success ManagementRevenue Growth StrategiesData-Driven Decision MakingLife & Health Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Benefits AdvisoryProcess ImprovementAnalytic ThinkingStrategic ThinkingConsultative Renewal Strategies
Soft Skills
CoachingPerformance ManagementCustomer-CentricityChange ManagementTeam Empowerment
Tools & Technologies
SalesforceAPIsBenefits Administration Platforms
Certifications & Qualifications
Life & Health Insurance License
Industry Keywords
Small Group Health InsuranceFully Insured ModelsLevel-Funded ModelsPEO ModelsCustomer Experience Best Practices
About the role
Key responsibilities & impact- Lead and empower a team of 10-15 licensed benefits advisors and specialists
- Provide regular coaching and performance management through 1:1s and monthly reviews
- Ensure technical mastery, customer-centricity, and KPI achievement
- Drive customer retention, revenue growth, and expansion through high-quality renewal experiences
- Use customer feedback and data to improve processes and deliver holistic, outcomes-focused advising
- Act as project manager for large-scale, cross-functional customer initiatives
- Lead organization-wide change management
- Foster a culture of trust, feedback, engagement, and continuous learning
- Partner with Product, Carrier Ops, Sales, and CX teams to improve tooling, training, workflows, and customer experience
- Identify high-impact AI opportunities, build team AI fluency, and improve customer engagement
Requirements
What you’ll need- 4-6 years of formal leadership experience in benefits advisory, customer success or renewals, or a similar field
- Direct experience with small group health insurance, including fully insured, level-funded, or PEO models
- Proven ability to drive revenue growth, customer retention, and expansion through consultative renewal and upsell strategies
- Analytic and strategic thinking; ability to translate data into insights and actions
- Strong operational skills and experience driving process improvements, initiatives, and customer experience best practices
- Ability to evaluate and adopt AI tools strategically while balancing innovation, risk management, compliance requirements, and customer trust in a licensed advisory context
- Experience with Salesforce, APIs, and benefits administration platforms
- Executive presence and ability to align leaders across CX, Sales, and Product
- Customer-first mentality and first-principles thinking
- Ability to lead a team through a fast-paced, constantly changing environment
- Ability to make measured, objective, data-driven decisions
- Holds or will be expected to hold a Life & Health insurance license
Benefits
Comp & perks- Competitive base pay
- Health insurance
- 401(k) benefits
- Equity (RSUs)
- Secure, reliable, and consistent internet connection support/requirement when approved to work outside a Gusto office
- Hybrid work arrangement with non-office days
- Reasonable accommodations for qualified individuals with disabilities and disabled veterans