Description

Position Summary:

The Benefit Counselor builds relationships, communicates, and educates union members about voluntary benefit plans, and enrolls eligible members in elected benefits through various enrollment platforms. This "people person" position offers a flexible schedule, paid travel, paid training, and a flat per day rate.

Essential Functions:

1. Actively participate in case, enrollment, product, and systems training. Through face-to-face, telephonic Benefit Center, and/or web, educate union members about benefit programs. Communicate available benefit programs to eligible members.

2. Enroll members in elected programs through web site and/or electronic enrollment system.

3. Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations.

4. Conduct all business and actions according to highest possible standards or professional conduct. Maintain confidences and protect confidential and proprietary information obtained in the course of employment.

Requirements

Educational Requirements:

High school diploma required.

Active state life and health insurance license required.

Experience Requirements:

• Insurance background and/or voluntary benefits experience strongly preferred.
• Computer skills, including experience with and knowledge of, Microsoft Word, Excel, and Outlook; Internet Explorer; Adobe Acrobat; databases; and web-based contact management systems.
• Ability to think critically and act logically to evaluate situations, solve problems and make recommendations.
• Reliable, professional, attention to detail, able to work with diverse group of clients and staff, ability to work in fast-paced team environment, and flexibility to manage changing parameters and timelines.
• Develop and maintain positive relationships with and provide excellent customer service to all.