Benefit Education Specialist - St. Lucie School District
Indexed description
Candidate must have excellent people skills and be able to work in a customer focused environment. If you enjoy providing high level customer service and helping others, this position is for YOU!
Position Summary: The Benefit Education Specialist (BES) provides high-level service to client employees by conducting individualized benefit education and review sessions via telephone and/or in person. The BES educates employees on core and voluntary benefit insurance products, supports informed decision-making, ensures accurate enrollment processing, and adheres to strict compliance, licensure, and quality assurance standards.
Essential Job Duties And Responsibilities
- Conduct one-on-one benefit education and review sessions using provided census data.
- Educate and counsel employees on core and voluntary benefit options while adhering to compliance and licensure requirements.
- Accept inbound calls and conduct outbound follow-ups related to benefit education and enrollment.
- Accurately capture, document, and input employee enrollment decisions.
- Identify and escalate complex issues or concerns to supervisors as appropriate.
- Support annual open enrollment processes, including extended hours or travel when required.
- Maintain active insurance licensure when applicable.
- Perform other duties as assigned.
- Adaptability, Coachability, Communication, Customer Service, Emotional Intelligence, Integrity, Teamwork, Work Ethic.
- Ability to provide consultation to associates and clients in areas of employee benefits to include technology, underwriting, policy features, industry trends.
- Demonstrated customer service skills with the ability to communicate both verbally and in writing in a clear and concise manner.
- Experience in working in a fast-paced environment and handling pressure situations with professionalism and tact.
- Demonstrated problem solving skills, including attention to detail, analytical thinking and decisiveness
- Strong numerical skills.
- Excellent organizational skills - ability to prioritize work, manage multiple projects, follow-through, and meet deadlines.
- Excellent interpersonal skills to work independently and collaboratively with team members and others of varying backgrounds and skill levels.
- Must exhibit a positive attitude and be an example of leadership to others in the area of problem- solving, teamwork, interpersonal relationships, and commitment to FBMC's mission, vision, and values.
- High School Diploma or GED, or equivalent experience
- Valid driver's license
- Strong telephonic communication skills
- Advanced degree from college or university and one (1) year of experience or three to five (3-5) years of experience in insurance or employee benefit management in an assigned customer relationship or sales role.
- Possession and maintenance of a valid State Life/Health/Insurance Producer's license
- Possession of Certified Employee Benefit Specialist (CEBS), Registered Employee Benefit Consultant (REBC), Registered Health Underwriter (RHU), or Chartered Healthcare Consultant (ChHC) designation preferred.
- Working knowledge of employee benefits programs to include consulting in medical, dental, vision, life, disability, and other worksite related individual and group products, technology systems and industry vendors.
- Proficiency in Microsoft Office Suite products, web based and Customer Relationship Management (CRM) applications and ability to learn new technology platforms quickly.
- Bilingual skills
Salary: $26.44
Job Posted by ApplicantPro
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