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Rippling is a unified platform for HR, IT, and Finance that consolidates workforce systems including payroll, expenses, benefits, and device management. The company has raised $1.2B from top-tier investors and is headquartered in San Francisco.
The PEO Benefits Advisor role is a client-facing position within Rippling's fast-growing PEO (Professional Employer Organization) division. You will partner with Account Executives, Account Managers, and PEO Account Executives to support the full benefits lifecycle—from quoting and comparative analysis of health insurance plans to presenting options to prospective and existing customers.
Key responsibilities include:
- Collecting and organizing data from prospects and customers needed for underwriter quotes
- Providing timely and accurate comparative analysis of existing plans versus Rippling PEO offerings
- Using the Rippling product to evaluate insurance plans, rates, and enter plan selections
- Partnering with sales and PEO teams to guide clients through insurance options
- Establishing scalable processes that professionalize operations while optimizing efficiency and accuracy
- Working cross-functionally to minimize operational burden through software automation
This is a highly cross-functional role with direct impact on financial performance. You will work directly with customers, internal sales teams, and the Rippling product to design processes that support team growth.
Rippling values in-office collaboration. Employees within 40 miles of a Rippling office are expected to work in-office at least three days per week.
REQUIREMENTS:
- 2+ years in a client-facing role in the health insurance industry
- Deep understanding of the health insurance market
- Excellent client-facing communication skills (verbal and written)
- Strong project management and organizational skills with high attention to detail
- Solid Google Workspace skills, particularly Google Sheets
- Preferred: Active Life, Accident & Health insurance license
