Zone Enrollment Consultant

Chubb Benefits; Portland (OR); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Company-match 401(k) plan

Disability insurance

Life insurance

Job summary

Chubb Benefits is seeking a Zone Enrollment Consultant to support the Combined US Sales team and external partners with enrollment solutions. The role focuses on accurate case setup, data receipt, user experience, and timely issue resolution for onboarding and ongoing management of clients.

The position requires strong attention to detail, experience with enrollment platforms, and the ability to coordinate across IT, operations, underwriting, and vendor teams to resolve issues.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in insurance operations, enrollment administration, benefits administration, or related role.
• Experience with enrollment platforms, CRM systems, or policy administration systems.

Responsibilities

• Ensure enrollment system is configured correctly for third-party integrations.
• Package build specs and guide client resources on data feeds and plan construction.
• Audit cases with clients’ resources to ensure accuracy and optimal employee experience.

Skills

Attention to detail

Communication skills

Project coordination

Microsoft Office

Education

Bachelor’s degree

Tools

Enrollment platforms

CRM systems

Policy administration 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

• Problem-solving and analytical thinking
• Cross-functional collaboration
• Organization and follow-through
• Adaptability in a fast-paced environment

OUR BENEFITS

As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals. More details can be found here. Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work. Below are several of the many benefits we offer our employees:

• Health insurance
• A company-match 401(k) plan
• Disability insurance
• Life insurance

ABOUT CHUBB BENEFITS

Combined Insurance Company of America (Chubb Benefits) is a leading provider of supplemental accident, health, disability, and life insurance products in the U.S. and Canada. Headquartered in Chicago with a tradition of more than 100 years of success, we are committed to making the world of supplemental insurance easy to understand. The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by AM Best.

ABOUT CHUBB

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.