Benefits Associate
Lightwell Insurance Advisors of Colorado LLC
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Full-Time
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Lincoln, Nebraska
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$50000-$60000
Description
Reports to: Benefits Manager Location: Lightwell Insurance Advisors Position: Full-Time, FLSA Exempt
Lightwell Vision
At Lightwell Insurance Advisors, we exist to serve ministries and nonprofits with excellence, clarity, and intentionality. Our goal is to deliver an experience that feels more like a Ferrari boutique than a Ford factory—one defined by trust, care, and partnership. We are committed to our core values: servant-centered leadership, a team-first mentality, authenticity with integrity, and lifelong growth. Everything we do is shaped by these values and our deep belief in the missions we protect.
Benefits Team Vision
The Benefits team exists to help ministries and nonprofit organizations protect and care for their people through meaningful, mission-aligned health and benefits solutions. We believe that offering the right benefits package not only supports the health and well-being of staff but also strengthens each organization’s ability to thrive and grow.
Role and Impact
The Benefits Associate is an entry-level position that is responsible for helping the Benefits team grow and manage Lightwell’s group health and ancillary benefits segment. This support role assists team members as they serve as advisors to ministry and nonprofit clients—offering tailored benefits solutions, managing renewal strategy, and providing consultative guidance with compassion and care. The Benefits Associate partners with property & casualty teams, marketing, and service staff to expand offerings and ensure an exceptional client experience.
Key Responsibilities
Client Service & Sales Strategy
- Assist in the implementation of growth strategies for group benefits offerings
- Provide data-entry support for the Benefits team.
- Assists Benefit Specialists as they conduct discovery meetings, renewal discussions, and strategic reviews with clients
- Collaborate with P&C Advisors and Benefit Specialists to meet the total coverage needs of clients
- Help ensure timely and accurate submission of applications and onboarding documentation
- Assist Benefit Specialists to ensure strong relationships with benefits clients through year-round service and support
Renewal & Account Management
- Assist the Benefits Specialist in renewal efforts, including re-marketing as needed to ensure competitive offerings
- Assist Benefit Specialists to respond to client inquiries regarding policy changes, claims support, or compliance questions
- Assist in the maintenance of CRM and agency systems with accurate records and communication logs
- Collaborate with internal teams to support high service standards and retention
Collaboration & Outreach
- Work with the Benefits Specialist to partner with the marketing team to support outreach, campaigns, and seminars
- Attend events, conferences, and webinars to represent Lightwell’s benefits capabilities
Compliance & Product Expertise
- Stay current with regulatory requirements and carrier underwriting guidelines
- Understand and advocate for available benefits offerings and their strategic value to ministries
- Comply with agency procedures, documentation standards, and E&O protocols
Qualifications
- High school diploma (preferably a college degree)
- No experience necessary, but committed to learning benefits consulting or group health sales
- Working toward attaining their Life & Health license (Up to 1 year to accomplish)
- Basic knowledge of group health, dental, vision, life, and ancillary products
- Some proficiency in CRM, online quoting, and policy management systems
- Strong written and verbal communication skills
- Strong problem-solving, prioritization, and organizational abilities
Ideal Candidate Traits
- Deeply committed to serving ministries and mission-driven organizations
- Build trust quickly and maintain long-term relationships
- Strategic and proactive, with a heart for solving client challenges
- Adaptable and eager to collaborate across departments
- Motivated, dependable, and aligned with Lightwell’s values
Required Experience
Entry Level (0-2 years)
