Licensed Insurance Agent Benefits Enrollment

Employee Retention Benefits; San Francisco (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

ERB Enrollment Solutions is seeking licensed Life & Health Insurance Agents to enroll employees for multiple accounts in San Francisco, CA. This is a high-volume, outside sales role with immediate production opportunities and a built-in stipend program.

You will conduct group presentations and one-on-one benefit consultations, educate employees on Life, Accident, Disability, and supplemental products, and guide enrollment using Employee Navigator while working onsite at client locations.

Qualifications

• Active Life & Health Insurance License.
• 1 year preferred, but newly licensed agents encouraged to apply.
• Strong interpersonal, presentation, and consultative sales skills.
• Experience with public sector enrollments is a plus.
• Proficiency with CRM platforms and Microsoft Office tools.

Responsibilities

• Conduct group presentations and one-on-one benefit consultations (in-person and virtual).
• Educate employees on benefit options including Life, Accident, Disability, and supplemental products.
• Guide employees through the enrollment process using client systems and Employee Navigator.
• Clearly explain coverage options, eligibility, and policy details.
• Maintain accurate and complete records within the CRM system.
• Coordinate closely with Enrollment Outreach Representatives (EORs) to ensure efficient scheduling and high participation rates.
• Support post-enrollment follow-ups to address employee questions and resolve issues.
• Represent ERB professionally while working onsite at client locations.

Skills

Life & Health Insurance License

Interpersonal skills

Presentation skills

Consultative selling

CRM software

Microsoft Office

Independent work

Tools

CRM platforms

Employee Navigator

Microsoft Office

Job description

Licensed Insurance Agent Benefits Enrollment

San Francisco, United States | Posted on 08/26/2026

Job Description

URGENT: Licensed Insurance Agent Benefits Enrollment(San Francisco, CA)

5 Licensed Agents Needed Immediately | Busy Enrollments This Month

Immediate Hiring Need

ERB isurgently hiring 5 licensed Life Insurance Agentsto support aheavy enrollment schedule this month and next month.

We currently have 12 active client accounts scheduled for enrollment, creating immediate opportunities for licensed agents who are ready to work onsite, engage employees, and generate income right away.

This is ahigh-volume, consultative outside sales rolewith structured scheduling and dedicated enrollment support.

Why This Opportunity Matters

12 confirmed accounts scheduled this month

Assigned enrollments — not cold leads

Onsite and virtual employee meetings

Strong infrastructure and enrollment support teams

If you are licensed and available, this role offersimmediate production opportunities.

Commission-based role with built-in Stipend support

How You Get Paid

1. Get Paid While You Work

• You receive a regular stipend every two weeks while running enrollment meetings
• This gives you immediate cash flow from day one

2. Earn Commission From Your Production

• You earn commissions from the employees you enroll
• Commissions are paid after policies are confirmed by the carrier

How It Works Together

• You get paid early while doing the work
• Later, when commissions are released, everything is matched to your production

If your commission is higher: You get paid the remaining balance.

You receive your full earnings based on what you produced.

If your commission is lower: You keep what you were already paid.

Why This Is Better

• You don’t have to wait 2–3 months to get paid
• You have consistent income while working
• You are protected during slower periods

Key Responsibilities

Conductgroup presentationsandone-on-one benefit consultations(in-person and virtual).

Educate employees on benefit options includingLife, Accident, Disability, and supplemental products.

Guide employees through the enrollment process using client systems andEmployee Navigator.

Clearly explain coverage options, eligibility, and policy details.

Maintain accurate and complete records within the CRM system.

Coordinate closely withEnrollment Outreach Representatives (EORs)to ensure efficient scheduling and high participation rates.

Support post-enrollment follow-ups to address employee questions and resolve issues.

Represent ERB professionally while working onsite at client locations.

Qualifications

ActiveLife & Health Insurance License.

1 year preferred, but newly licensed agents with the right drive are encouraged to apply - our Accelerated Income Program is designed for you.

Strong interpersonal, presentation, and consultative sales skills.

Experience with public sector, municipal, or union-based enrollments is a plus.

Proficiency with CRM platforms and Microsoft Office tools.

Ability to work independently in a fast-paced, client-facing environment.

Core Competencie s

Client-focused and service-oriented mindset.

Consultative, needs-based selling approach.

Strong organization and follow-through.

Clear communicator who can simplify complex insurance concepts.

Collaborative team player with accountability.

Why Join ER B

Assigned enrollment opportunities—not cold leads.

Structured schedules with support teams handling logistics.

Ongoing growth through expanding public and private sector accounts.

Clear performance path and income flexibility.

About ERB Enrollment Solutions

ERB Enrollment Solutions partners with brokers, employers, and public-sector organizations to deliverhigh-impact, education-driven benefit enrollments. We specialize in complex, large-scale accounts with multi-location and 24-hour scheduling needs and using proven enrollment strategies, advanced technology, and dedicated client success teams.

Our process improves employee understanding, protects employer reputation, and significantly reduces the administrative burden on HR teams during open enrollment.