Remote Family Benefits Consultant
Core
Assess client needs, teach benefit options, and maintain long-term relationships.
Role type
Family Benefits Consultant
Builds
Benefit enrollment and education services
Domain
Insurance and Benefits
Deliverable
client delivery
Required skills
Needs assessment, client education, relationship management, CRM administration, note-taking, appointment scheduling
Preferred skills
Self-driven, trainable, dependable, camera comfort
Technologies
CRM systems, Zoom, current tech stack
Responsibilities
Assess client needs, teach benefit options, maintain client relationships, manage administrative tasks (notes, appointments, CRM hygiene)