Centro Benefits Research ยท 4 months ago
Benefit Counselor
United States
Full-time
Hybrid
Entry, Mid Level
2+ years expCentro Benefits Research is experiencing tremendous growth and is expanding its team. The Benefits Counselor plays a pivotal role in educating client employees about employer-sponsored insurance products and assists them with enrollment activities while collaborating closely with Account Executives and Call Center Managers.
ConsultingHealth CareInsurance
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
Centro Benefits Research
Centro Benefits Research offers consultation, analysis and research in the insurance field.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Beata Rogala
Chief Operating Officer at Centro Benefits Research, LLC
Daniel McAlone
Founder
Recent News
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