Educate employees on available benefit programs via face-to-face, phone, or web-based consultations.
Assist employees with enrolling in selected programs through electronic platforms.
Ensure applications are completed accurately and submitted in compliance with data privacy and security policies.
Participate in case-specific, enrollment, product, and system training sessions.
Collaborate with the Account Executive team to meet client standards.
Maintain high standards of professionalism and confidentiality when handling sensitive information.
Adhere to assigned schedules, including weekends, evenings, or overnight shifts.
Document all activities accurately and in a timely manner.
Attend meetings and training sessions (on-site or online) as required.
Perform other administrative tasks as directed.

Strong knowledge of insurance products, including life, health, and voluntary benefits.
Excellent communication skills to interpret employee needs and educate them on available options.
Ability to manage schedules and maintain documentation with accuracy and timeliness.
Flexibility to work various shifts and adapt to changing priorities.
Minimum of 2 years of experience in benefits counseling or a related field.
Demonstrated ability to work with individuals from diverse backgrounds.
Active state license in Life and Health Insurance.
Ability to pass background checks and screenings.
Access to a quiet, home-based work area with reliable internet for remote work.
Proficiency in computer applications (Windows and Google-based programs).

Bilingual Licensed Benefits Counselor

Key skills