Leavitt Group · 5 days ago
Benefit Counselor II
Leavitt Group is a company that has been providing affordable, high-quality protection for over 40 years. They are seeking a Benefit Counselor II to guide employees through their benefit options and enrollment process while delivering outstanding customer service in a fast-paced environment.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Educate and support employees on benefit offerings, including Medical, Dental, Vision, FSA/HSA, STD, LTD, Life Insurance, and voluntary benefits
Guide employees through the benefits enrollment process and address questions related to eligibility, coverage, and systems
Respond to inbound and outbound calls and emails with timely, accurate, and professional support
Accurately document employee interactions, inquiries, and resolutions
Stay up to date on benefit plans, policies, and new offerings
Deliver a positive employee experience through active listening and first-contact resolution
Partner with internal teams to support service quality and continuous improvement
Manage priorities effectively and work independently with minimal supervision
Qualification
Required
Active Life and Health Insurance License required
High school diploma or GED required
Two (2) years of customer service experience or one (1) year of call center experience
One (1) year of benefits enrollment experience
Strong customer service and communication skills, both verbal and written
Ability to clearly explain benefit information in an easy-to-understand way
Excellent organizational, multitasking, and problem-solving skills
Comfort working in a fast-paced, high-volume environment
Proficiency with Microsoft Office and CRM systems
Ability to work across multiple computer applications at once
Preferred
bachelor's degree or equivalent experience preferred
Bilingual (English/Spanish) preferred
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.