Benefits Education & Enrollment Associate
Core
Leading open enrollment and education meetings, recording client videos, and providing onsite Q&A and new hire orientations for mid-market accounts.
Role type
Client-facing benefits education and enrollment associate
Builds
Client service activities and educational content for employee benefits
Domain
Employee benefits and insurance
Deliverable
client delivery
Required skills
Group medical/dental/vision/life/disability knowledge, bilingual English/Spanish, customer service, Microsoft Office (Excel/Word/Outlook/Teams), Adobe, BenefitPoint ImageRight
Preferred skills
Self-funded plan experience
Technologies
Excel, Word, Outlook, Teams, Adobe, BenefitPoint ImageRight
Responsibilities
Lead open enrollment and education meetings (virtual and onsite), record open enrollment videos in English and Spanish, maintain a book of business for mid-market accounts, perform client service activities, document in agency management systems, visit clients onsite for Q&A and new hire orientations
Seniority
Mid-level, hands-on IC
