Licensed Benefit Educator

Job Title: Licensed Benefit Educator
Location: Charlotte, NC 28203               
Duration: 8 Months+ (Possible Extension)
 
Schedule: Anticipated minimum of 15 hours/week during peak season (September – December)
 
Duties:

• No guaranteed hours — this position is on an as-needed basis.
• Driving responsibilities: Candidates must have reliable transportation to travel between client locations.
• As the Benefit Educator, you will be essential to client's success by conducting Open Enrollment and customer events that differentiate client from competitors.
• In this customer-facing role, educate customers about client's products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs.
• The goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism.
• Variable hours: Hours will fluctuate based on event demand, with occasional last-minute requests.

 
Key Responsibilities:

• Lead and deliver virtual, onsite, or prerecorded presentations in group settings to both existing and prospective client customers.
• Represent client at customer events, ensuring a professional and positive image while effectively communicating client's products, programs, and solutions.
• Maintain current knowledge of all client products, programs, solutions, and initiatives.
• Follow established guidelines and procedures for customer events.
• Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer-related matters to appropriate internal partners.
• Coordinate, track, and update event meetings, including attendance and top insights via Salesforce.com by assigned deadlines.

 
Education:

• High School Diploma or GED required.
• Current and active Health & Life License.

 
Certifications & Licenses:

• Health & Life License required.

 
Skills:

• Must be available during peak season (August – December).
• Experience explaining and presenting employer-sponsored benefits and health insurance.
• Excellent communication and presentation skills.
• Proficiency in Microsoft Programs (PowerPoint, Word), CRM system (Salesforce.com), and virtual learning platforms (WebEx, MS Teams, Allego).
• Ability to travel to local/remote trainings/meetings as assigned — 75-100% of the time.
• Must be located within the assigned territory/market (Charlotte, NC & Charleston, SC) to be able to drive or fly to client locations, local offices in and outside of the regional territory.
• Ability to utilize and maintain a personal, company-approved device (smartphone, tablet, etc.) with a compatible operating system. Keep required software and system access up-to-date and adapt to evolving technology tools and systems.

 
Hours Per Week: 15 hours
Hours Per Day: 3 hours
Days Per Week: 5 days