Benefit Counselor II jobs in United States
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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
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Growth Opportunities

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

LifeHealth Insurance LicenseBenefits enrollment experienceCustomer service skillsMicrosoft Office proficiencyMultitasking skillsBilingual (English/Spanish)Communication skillsOrganizational skillsProblem-solving skills

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

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Eric Leavitt
Executive Chairman & CEO
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Joe Callister
Chief Operating Officer
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Company data provided by crunchbase