{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/skill/client-portfolio-management"},"x-facet":{"type":"skill","slug":"client-portfolio-management","display":"Client Portfolio Management","count":1},"x-feed-size-limit":100,"x-feed-sort":"enriched_at desc","x-feed-notice":"This feed contains at most 100 jobs (the most recently enriched). For the full corpus, use the paginated /stats/by-facet endpoint or /search.","x-generator":"yubhub-xml-generator","x-rights":"Free to redistribute with attribution: \"Data by YubHub (https://yubhub.co)\"","x-schema":"Each entry in `jobs` follows https://schema.org/JobPosting. YubHub-native raw fields carry `x-` prefix.","jobs":[{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_f796f3ec-5aa"},"title":"Future Opportunities: Licensed Benefits Advisor","description":"<p>About the Role</p>\n<p>As a Licensed Dedicated Advisor, you&#39;ll guide small business owners through one of the most important decisions they make for their teams: health benefits. You&#39;ll build lasting relationships with your clients, help them understand their options, and guide them through benefits decisions with clarity and confidence.</p>\n<p>Responsibilities</p>\n<ul>\n<li>Serve as the primary benefits contact for a portfolio of small group employer clients</li>\n<li>Guide clients through the full renewal process , from assessment of needs, plan evaluation, selection through enrollment support</li>\n<li>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</li>\n<li>Provide clear, approachable guidance on health insurance concepts via phone and email</li>\n<li>Ensure clients receive timely, accurate support that meets their needs throughout the year</li>\n<li>Meet SLAs and performance standards in a fast-paced, deadline-driven environment</li>\n</ul>\n<p>Requirements</p>\n<ul>\n<li>Minimum 4+ years in a customer-facing role; health insurance or benefits experience preferred</li>\n<li>Active Life and Health Producer License</li>\n<li>Experience supporting a client portfolio or managing ongoing client relationships</li>\n<li>A track record of strong client retention and service delivery</li>\n<li>Clear communicator who can simplify complex benefits concepts</li>\n<li>Self-starter who thrives with autonomy and adapts well to change</li>\n</ul>\n<p>Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_f796f3ec-5aa","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Gusto","sameAs":"https://www.gusto.com/","logo":"https://logos.yubhub.co/gusto.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/gusto/jobs/7838275","x-work-arrangement":"hybrid","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["health insurance","benefits experience","customer-facing role","Life and Health Producer License","client portfolio management","communication skills","autonomy"],"x-skills-preferred":[],"datePosted":"2026-04-24T12:08:27.773Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver, CO; Phoenix, AZ"}},"employmentType":"FULL_TIME","occupationalCategory":"HR","industry":"Technology","skills":"health insurance, benefits experience, customer-facing role, Life and Health Producer License, client portfolio management, communication skills, autonomy"}]}