Benefits Review Specialist - Work From Home
Core
Assess client needs, educate on options, and maintain long-term relationships for benefits consulting.
Role type
Individual contributor benefits consultant
Builds
Client relationships and benefit enrollment outcomes
Domain
Insurance and employee benefits
Deliverable
client delivery
Required skills
Needs assessment, client education, relationship management, CRM administration, appointment scheduling
Preferred skills
Self-motivation, adaptability, comfort with video conferencing
Responsibilities
Assess client needs, teach benefit options, manage client relationships, maintain CRM hygiene and notes
Seniority
Entry-level to mid-level, trainable
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