Zone Enrollment Consultant

Chubb Life Fund; Columbia (SC); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Chubb Benefits is seeking a Zone Enrollment Consultant to join our fast-paced, high energy, growing company. This role supports the Combined US Sales team and partners with enrollment solutions, data feeds, and client onboarding.

You will audit cases, ensure data accuracy, troubleshoot issues, and coordinate across IT, operations, underwriting, and vendors, including training internal users and brokers on Enrollment tools.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years in insurance operations, enrollment admin, or similar.
• Experience with enrollment platforms, CRM, or policy systems.
• Strong detail orientation and data accuracy.
• Excellent communication and coordination skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office or similar tools.
• Experience in health, life, or commercial insurance enrollment is a plus.
• Familiarity with workflow tools, ticketing systems, or dashboards is a plus.
• Knowledge of compliance, privacy, and regulatory requirements is a plus.
• Experience supporting system testing or user acceptance testing is a plus.
• Basic understanding of SQL, data validation, or reporting tools is a plus.

Responsibilities

• Ensure third-party enrollment system is configured correctly.
• Package build specs and consult clients on data feeds and plan builds.
• Audit cases with clients' technical resources for accuracy and UX.
• Ensure data feeds are correct and mapped to internal standards.
• Monitor enrollment activity, data integrity, and system performance.
• Troubleshoot platform issues and user access problems.
• Collaborate with IT, operations, underwriting, compliance and vendors.
• Support onboarding/training for internal users and brokers.
• Review enrollment data for accuracy, completeness, timeliness.
• Document enrollment processes, workflows, and issue steps.
• Track service requests, incidents, and platform metrics.
• Support regulatory compliance and audit needs.
• Identify opportunities to improve enrollment efficiency and UX.
• Consult and support virtual enrollment opportunities (co-browse, telephonic).
• Support Pre-Enrollment Communication Strategy with PCA tools.
• Coordinate with home office to meet implementation/enrollment timelines.
• Triages 3rd party opportunities to appropriate home office resources.

Skills

Attention to detail

Communication skills

Multi-tasking

Collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM systems

Enrollment systems

SQL basics

Job description

Chubb Benefits is seeking a Zone Enrollment Consultant to join our fast-paced, high energy, growing company.We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!

Job Summary

The Zone Enrollment Consultant is responsible for supporting Combined US Sales team and internal and external partners with enrollment solutions. This includes supporting third-party case build audits and serving as subject matter expert on positioning telephonic and co-browse capabilities. This role ensures accurate case setup, receipt of accurate data, smooth user experience, timely enrollment issue resolution, and coordinating across internal and external stakeholders for successful client onboarding or management. The consultant helps maintain operational efficiency, supports compliance requirements, and contributes to continuous improvement of enrollment workflows.

Key Responsibilities

• Ensure third-party (non-Selerix) enrollment system is configured correctly
  • Responsible for packaging build specs and consulting client’s technical resources on how best to build plans and establish required data feeds
  • Audit each case in partnership with client’s technical resources to ensure products are built correctly and employee experience is optimal
  • Ensure data feeds are established correctly, and data mapping is congruent with our internal standards
• Monitor enrollment activity, data integrity, and system performance
• Troubleshoot and elevate platform issues, defects, and user access problems to the appropriate parties.
• Partner with IT, operations, underwriting, claims, compliance, and vendor teams to resolve enrollment specific issues
• Support onboarding and training for internal users, brokers, and other stakeholders of key enrollment solutions (i.e., Employee Navigator)
• Review case level enrollment data for accuracy, completeness, and timeliness
• Document case level Enrollment processes, workflows, and issue resolution steps
• Track service requests, incidents, and platform-related metrics
• Support compliance with company policies, regulatory requirements, and audit needs
• Identify opportunities to improve enrollment efficiency and user experience
• Consult and support virtual enrollment opportunities
  • Includes both co-browse and telephonic enrollment opportunities
  • Includes new and reservice opportunities
• Support and consultation on Pre-Enrollment Communication Strategy
  • In partnership with the PCA team, ensure we are leveraging existing pre-enrollment communication tools to drive enrollment participation.
• Partner with functional home office departments to ensure the field is adhering to implementation and enrollment timelines
• Triage 3rd party enrollment opportunities to the appropriate home office resources (Combined U.S. ESC/EDI).

Required Qualifications

• Bachelor’s degree or equivalent work experience
• 5+ years of experience in insurance operations, enrollment administration, benefits administration, or a related role
• Experience working with enrollment platforms, CRM systems, or policy administration systems
• Strong attention to detail and data accuracy
• Excellent communication and coordination skills
• Ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Office or similar productivity tools

Preferred Qualifications

• Experience in health, life, or commercial insurance enrollment processes
• Familiarity with workflow tools, ticketing systems, or reporting dashboards
• Knowledge of compliance, privacy, and regulatory requirements
• Experience supporting system testing or user acceptance testing
• Basic understanding of SQL, data validation, or reporting tools

Core Competencies

• Customer service orientation
• Problem-solving and analytical thinking
• Cross-functional collaboration
• Process improvement mindset
• Organization and follow-through
• Adaptability in a fast-paced environment