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Benefits Presenter at Ascensus in Milwaukee, Wisconsin

Posted in Other 30+ days ago.

Job Description:

The presenter role is responsible for representing Chard Snyder at client-sponsored meetings, benefit fairs, webinars, and related events to explain and answer questions relating to tax advantaged employee benefits account-based plans, rules and processes. *This position is a part time, 1099 role to support busy season*

Essential Functions

  • Responsible for presenting clients' tax advantaged employee benefits plan and service offerings, rules and processes to current and potential participants, and educating on related advantages of participation

  • Demonstrate ongoing learning, staying current and relevant with applicable industry and plan knowledge

  • Attend and conduct client participant meetings, benefit fairs, webinars and related events

  • Answer and respond to participant questions related to applicable plans Confirm meetings within specified guidelines

  • Transport and track usage of meeting materials for each client and location Share follow up with implementation team regarding inquiries after meetings

  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.


Communication and Interpersonal Skills Proficiency Employee Benefits and Insurance Capacity Customer/Client Focus Flexibility Dependability Personal Effectiveness/Credibility Organization and ability to multitask


Must have computer and mobile phone. Travel is expected for this role, both by car or by air depending upon assignment. Spanish language ability or proficiency is a plus.