What are the responsibilities and job description for the Benefits Specialist position at Wilson Agency?
Position Title: Benefit Representative
Employment Type: Full-Time
Position Overview
We are seeking a motivated and professional Benefit Representative to help individuals and families understand and enroll in supplemental insurance benefits, including life insurance, accident coverage, critical illness, and income protection plans. This role focuses on building relationships, educating clients on available coverage options, and providing outstanding customer service throughout the enrollment process.
The ideal candidate is people-focused, goal-oriented, and passionate about helping others protect what matters most.
Key Responsibilities
- Meet with individuals, employees, and families to explain supplemental insurance benefit options
- Educate clients on life insurance and additional protection products tailored to their needs
- Conduct benefit reviews and assist with policy enrollment
- Build and maintain strong client relationships through excellent communication and follow-up
- Generate referrals and develop new business opportunities
- Maintain accurate records of client interactions and applications
- Stay informed on product knowledge, compliance requirements, and industry updates
- Participate in ongoing training, mentorship, and professional development opportunities
Qualifications
- Strong communication and interpersonal skills
- Customer service or sales experience preferred
- Self-motivated with a positive and professional attitude
- Ability to work independently and as part of a team
- Comfortable speaking with individuals and groups
- Organizational and time management skills
- Insurance license preferred or willingness to obtain upon hire
Compensation & Benefits
- Competitive commission structure with bonuses and incentives
- Performance-based advancement opportunities
- Ongoing training and leadership development
- Flexible schedule options
- Supportive team environment
- Company trips, recognition programs, and career growth opportunities
Ideal Candidate Traits
- Driven and goal-oriented
- Passionate about helping others
- Strong work ethic and leadership potential
- Coachable and eager to learn
- Professional appearance and communication
About the Role
As a Benefit Representative, you will play an important role in helping clients secure financial protection and peace of mind through supplemental insurance solutions. This is an excellent opportunity for someone seeking a rewarding career with growth potential in the insurance and benefits industry.
Pay: $65,000.00 - $85,000.00 per year
Work Location: In person
Salary : $65,000 - $85,000