Position Summary:

The Benefit Counselor educates client employees about employee benefit programs, communicates available programs to eligible employees, and enrolls employees in elected programs. The position requires extensive national travel.

Essential Functions:

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

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

Accurately and thoroughly complete and submit all applications in compliance with data entry and data privacy policies and regulations.  Work assigned days and shifts that may include weekends, evenings, and/or nights.  Conduct all business and actions according to highest possible standards or professional conduct.  Maintain client and employee confidences and protect confidential and proprietary information obtained in the course of employment.

3. Identify efficiencies and innovative solutions.

4. Other duties as assigned

Educational Requirements:

High school diploma required. Active appropriate state life and health insurance licenses required.

Experience Requirements:

Insurance background and/or voluntary benefits experience 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 staff, clients, carriers, and vendors