Benefit Specialist

Planstin; Dallas (TX); Remote; USD 60,000 - 65,000; Full time

Job summary

Join a forward-thinking company as a Benefit Enrollment Specialist, where you'll play a vital role in guiding clients through the enrollment process. This fully remote position based in Dallas offers the chance to build strong client relationships while traveling occasionally to meet their needs. With a competitive salary and commission structure, you’ll have the opportunity to grow your career in a supportive environment that values your contributions. Enjoy comprehensive benefits, including generous paid time off and a solid 401k match, as you help shape the future of health insurance administration.

Benefits

12 Paid Holidays

3 Weeks Paid Time Off

Comprehensive Insurance Coverage

401k Plan with 4% Match

Dedicated Training Programs

Team-Building Events

Qualifications

• Bachelor's degree or equivalent experience required.
• 2+ years in a client-facing role with proven performance.

Responsibilities

• Maintain strong client relationships during enrollment.
• Strategize to maximize enrollments and meet client needs.

Skills

Communication Skills

Interpersonal Skills

Problem-Solving Skills

Multitasking

CRM Software Proficiency

Spanish Fluency

Education

Bachelor's Degree in Business

Life and Health Insurance License

Tools

Microsoft Office

Job description

Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers.

About the role

The Benefit Enrollment Specialist will be responsible for maintaining strong relationships with our clients and ensuring their satisfaction with our services as we move them through the enrollment phase to maximize business growth. This position is based in Dallas, Texas but will be fully remote from that area. Occasional travel to client locations throughout the United States will be required for this position.Typical travel might include air travel and a one night stay throughout the year.

As a Benefit Enrollment specialist at Planstin Administration, you are expected to earn $60,000-$65,000 base salary as well as being eligible for commissions. The commission is expected to add 5-10% to total compensation in the first year and is structured around new member enrollments and renewals so it will build over time.

What you'll do

• Communicate daily to groups who are within the sales process who are moving into enrollment phase.
• Strategize how to effectively enroll and maximize enrollments of all groups.
• Meet group owner or team lead to learn about groups needs and goals for implementing Planstin into the company.
• Have full understanding of Planstin offerings.
• Able to speak publicly and present Planstin Administration in front of large groups and or employees.
• Prepare Planstin benefits plans for individuals to help understand the plans offered and maximize enrollments.
• Work with Agents who want to use the enrollment offering in which you would enroll the Agent's group.
• Participate in an Agent relationship with any group they are working to enroll.
• Help with relationship management of groups in need of additional enrollments.
• Work closely with Agent Success team on any needs that might arise.
• Support Sales Reps with any needs throughout the sales process.
• Travel onsite to customer headquarters to do in person enrollments, potentially 1-2 times a month, depending on location.

Qualifications

• Bachelor's degree in business, marketing, or a related field or equivalent experience is required.
• A Life and Health Insurance License is required for this role and will need to be obtained within the first 90 days of employment. Planstin will provide you with a study program and pay for the cost of the exam to obtain your license and renew it as needed.
• Able and willing to travel to meet clients throughout the United States with some trips having consecutive days of travel. On average, you may be traveling up to once a month.
• 2+ years of experience in a client-facing role.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to multitask, prioritize, and manage time effectively.
• Proven track record of meeting or exceeding performance goals.
• Proficiency in CRM software and Microsoft Office.
• Familiarity with health insurance administration and regulations preferred.
• Ability to communicate in Spanish fluently is a plus, but not required for this role.

Planstin's Employee Benefits:

• 12 paid holidays plus 3 weeks of paid time off to balance work and life.
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being.
• Invest in your future with a 401k plan backed by a solid 4% match from us.
• Take your career to new heights with our dedicated training programs and a team environment that’s all about support and growth.
• Build strong connections with colleagues at our frequent, fun team-building events.

The pay range for this role is:

60,000 - 65,000 USD per year (Remote (Dallas, Texas, US))