Educate and enroll client employees about employee voluntary benefits
Enroll employees in various enrollment platforms
Actively participate in case, enrollment, product, and systems training
Accurately and thoroughly complete and submit all benefit applications in compliance with data entry and data privacy policies and regulations
Conduct all business and actions according to highest possible standards of professional conduct
Maintain client and employee confidences and protect confidential and proprietary information obtained in the course of employment

High school diploma required
Active appropriate state life and health insurance license(s) required
Insurance background and/or voluntary benefits experience preferred
Computer skills, including experience with data entry, Microsoft Word, Excel, and Outlook; Internet Explorer; and web-based enrollment systems
Ability to think critically and act logically to evaluate situations, solve problems and make recommendations
Reliable, professional, friendly, attention to detail, and able to work with diverse groups of clients
Develop and maintain positive relationships to provide excellent customer service

Benefit Counselor

About this role