HR & Employee Benefits Consultant

Health, Life, Medicare & Employee Benefits Account Manager and Marketing Assistant Part-Time | Hourly | Remote (Pacific or Mountain Time Required) About Excellat Wise Dollar Insurance LLC dba Excellat is an independent insurance brokerage and consulting firm headquartered in Scottsdale, Arizona. We specialize in commercial property and casualty, employee benefits, Medicare, and pharmacy benefit consulting for a diverse book of corporate and individual clients. We are a small, high-performing team and every role here carries real responsibility and real visibility. The Role We are looking for a seasoned insurance professional to join us part-time as an Account Manager and Marketing Assistant covering health, life, Medicare, and employee benefits. This is a hands-on role supporting client service, carrier marketing, and new business development across our individual and group benefits book. You will work directly with the principal broker on account management, carrier submissions, plan comparisons, enrollment support, and LinkedIn and marketing content related to our benefits practice. Candidates without experience will not be considered. What You Will Do Account Management: Serve as a day-to-day point of contact for existing health, life, and Medicare clients Manage annual renewals, plan changes, and carrier correspondence Prepare benefit plan comparisons and employee-facing summary materials Support open enrollment logistics and employee communication Assist with Medicare Advantage, Medicare Supplement, and Part D plan analysis and enrollment Marketing Support: Draft and schedule LinkedIn content related to employee benefits, Medicare, and health insurance topics Help develop client-facing educational materials, proposals, and one-pagers Support lead generation and outreach efforts as directed What We Are Looking For: Minimum 3 to 5 years of hands-on experience in employee benefits and/or Medicare insurance Active health and life license required Familiarity with major carriers such as UnitedHealthcare, Aetna, Cigna, Humana, MetLife, and others Experience with group benefit plan design, ACA compliance basics, and Medicare product lines Strong written communication skills; you will be producing client-ready materials Comfortable working independently with minimal oversight Pacific or Mountain time zone required for scheduling alignment Experience with HubSpot, Agency Zoom, or similar CRM is a plus PBM or pharmacy benefit knowledge is a plus but not required Engagement Details: Part-time, hourly contract through Upwork Estimated 10 to 20 hours per week depending on workload and season Fully remote Preference for candidates in Pacific or Mountain time zones To Apply Please include a brief overview of your benefits and Medicare experience, the carriers you work with most frequently, and your current license status.