Benefit Educator

Job Title: Benefit Educator
Location: Richmond, VA 23220
Duration: 8 Months+ (Possible Extension)

Schedule: As-needed basis | Anticipated minimum 15 hours/week during peak season
 
Job Summary:
The Benefit Educator is responsible for conducting open enrollment meetings and customer events to educate customers about products, services, and programs. This is a customer-facing role that requires delivering presentations and creating a positive customer experience through professional communication and product knowledge. Hours are variable and based on event demand.
 
Responsibilities:

• Conduct virtual, onsite, or prerecorded group presentations for existing and prospective customers
• Represent the organization at open enrollment meetings, benefit fairs, and health fairs
• Educate customers on products, services, and programs
• Maintain knowledge of products, programs, and initiatives
• Follow established guidelines and procedures for assigned events
• Refer customer service, billing, and administrative inquiries to internal teams
• Track and update event details, attendance, and insights in Salesforce by assigned deadlines

 
Requirements:

• High School Diploma or GED
• Current and active Health & Life License
• Experience presenting employer-sponsored benefits and health insurance
• Strong communication and presentation skills
• Proficiency in Microsoft PowerPoint, Word, Salesforce, WebEx, MS Teams, and Allego
• Must be available during peak season (August–December)
• Ability to travel 75–100% for client events, meetings, and trainings
• Must have reliable transportation
• Ability to maintain and use a personal company-approved device (smartphone or tablet)