OneDigital ยท 6 months ago
Benefit Counselor
United States
Full-time
Hybrid
Entry Level
2+ years expOneDigital is a rapidly growing company that focuses on providing employee benefits solutions. The Benefits Counselor plays a crucial role in educating client employees about their insurance options and assisting them with the enrollment process while collaborating closely with Account Executives and Call Center Managers.
Employee BenefitsHuman ResourcesInsuranceRisk Management
No H1B
Responsibilities
Educate employees on available benefit programs via face-to-face, phone, or web-based consultations
Assist employees with enrolling in selected programs through electronic platforms
Ensure applications are completed accurately and submitted in compliance with data privacy and security policies
Participate in case-specific, enrollment, product, and system training sessions
Collaborate with the Account Executive team to meet client standards
Maintain high standards of professionalism and confidentiality when handling sensitive information
Adhere to assigned schedules, including weekends, evenings, or overnight shifts
Document all activities accurately and in a timely manner
Attend meetings and training sessions (on-site or online) as required
Perform other administrative tasks as directed
Qualification
Required
Strong knowledge of insurance products, including life, health, and voluntary benefits
Excellent communication skills to interpret employee needs and educate them on available options
Ability to manage schedules and maintain documentation with accuracy and timeliness
Flexibility to work various shifts and adapt to changing priorities
Active state license in Life and Health Insurance
Ability to pass background checks and screenings
Access to a quiet, home-based work area with reliable internet for remote work
Proficiency in computer applications (Windows and Google-based programs)
Professional, reliable, and detail-oriented
Strong customer service and relationship-building skills
Ability to work in a fast-paced, team-oriented environment
Preferred
Minimum of 2 years of experience in benefits counseling or a related field
Demonstrated ability to work with individuals from diverse backgrounds
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
Our goal is to build a relationship with your company, based on mutual trust, where we fully understand your insurance, risk management and employee benefits needs.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-02-11Acquired
Leadership Team
Adam Curland, CPA
Chief Administrative Officer
Company data provided by crunchbase