Licensed Benefits Counselor

Overview:
Under the guidance of Account Executives and Call Center Managers, the Benefits Counselor is pivotal in educating client employees about their employer-sponsored insurance products. By utilizing fact-finding techniques and building rapport, the Benefits Counselor ensures employees are informed and empowered to choose the best-fit benefits solutions. This role requires close collaboration with Account Executives and Call Center Managers to meet client standards during consultations. Benefits Counselors will assist employees with enrollment activities and can work on-site or remotely from a call center.

Position Summary

This position offers a flexible schedule and focuses on employee benefits education and enrollment. Benefits Counselors communicate available benefit options to eligible employees, providing guidance and support throughout the enrollment process.

Key Responsibilities

Employee Education and Enrollment

• Educate employees on available benefit programs via face-to-face, phone, or web-based consultations.
• Assist employees with enrolling in selected programs through electronic platforms.
• Ensure applications are completed accurately and submitted in compliance with data privacy and security policies.

Training and Collaboration

• Participate in case-specific, enrollment, product, and system training sessions.
• Collaborate with the Account Executive team to meet client standards.

Professional Conduct

• Maintain high standards of professionalism and confidentiality when handling sensitive information.
• Adhere to assigned schedules, including weekends, evenings, or overnight shifts.

Administrative Duties

• Document all activities accurately and in a timely manner.
• Attend meetings and training sessions (on-site or online) as required.
• Perform other administrative tasks as directed.

This is a 4th Quarter Enrollment Contract. Successful completion of this opportunity may lead to additional enrollment opportunities in the future.

Qualifications

Job Requirements: As a Benefits Counselor, the following skills and attributes are essential:

• Strong knowledge of insurance products, including life, health, and voluntary benefits.
• Excellent communication skills to interpret employee needs and educate them on available options.
• Ability to manage schedules and maintain documentation with accuracy and timeliness.
• Flexibility to work various shifts and adapt to changing priorities.

Preferred Experience:

• Minimum of 2 years of experience in benefits counseling or a related field.
• Demonstrated ability to work with individuals from diverse backgrounds.

Required Licensing and Technical Requirements:

• Active state license in Life and Health Insurance.
• Ability to pass background checks and screenings.
• Access to a quiet, home-based work area with reliable internet for remote work.
• Proficiency in computer applications (Windows and Google-based programs).

Key Traits:

• Professional, reliable, and detail-oriented.
• Strong customer service and relationship-building skills.
• Ability to work in a fast-paced, team-oriented environment.

About Us

We’re a remote-first organization dedicated to creating exciting remote work opportunities for a diverse community of professionals. Our mission is to help employees better understand and utilize their benefits, ensuring a better quality of life for current and future generations.

Why Join Us? 

We offer eligible employees access to a variety of benefits, including:  

• Health, vision, and dental insurance  
• Flexible spending accounts  
• Retirement savings plans  
• Life and disability insurance  
• Paid and unpaid time off

If you’re passionate about making a difference and want to be part of a team that values flexibility, innovation, and impact, we’d love to hear from you!