Benefit Counselor

Centro Benefits Research; United States; Remote; USD 61,000 - 85,000; Full time

Job summary

Centro Benefits Research is seeking a Benefit Counselor to educate employees on employer-sponsored insurance products. This role involves collaboration with Account Executives and Call Center Managers to ensure clients understand their benefit options. With a flexible schedule, the position focuses on employee benefits education and enrollment, requiring strong communication skills and a valid insurance license.

Benefits

Health benefits

Paid time off

Overtime pay

Learning and development programs

Qualifications

• Minimum of 2 years of experience in benefits counseling or a related field.
• Strong knowledge of insurance products, including life, health, and voluntary benefits.

Responsibilities

• Educate employees on available benefit programs via consultations.
• Assist employees with enrolling in selected programs through electronic platforms.

Skills

Communication

Customer Service

Detail-oriented

Education

Active state license in Life and Health Insurance

Tools

Windows

Google-based programs

Job description

Join to apply for the Benefit Counselor role at Centro Benefits Research

3 weeks ago Be among the first 25 applicants

Join to apply for the Benefit Counselor role at Centro Benefits Research

Does your current company inspire you to build, grow, and innovate? Is your passion for making lasting and meaningful change being realized?

The tremendous growth in our business and increasing demand for our services means we are expanding our team in exciting ways. We have the heart of a startup and the backing of an industry leader. This means a unique career opportunity for low-ego professionals looking for a people-first, culture rich work family with which to change the world.

Summary

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

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.

Requirements & Qualifications

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.
  
  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the team!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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