Licensed Benefit Educator

Location:
Phoenix, AZ (Candidates must live within a 120-mile radius)

Schedule: No guaranteed hours; position is on an as-needed basis.

The Benefit Educator is vital to our business's success. As the representative of ***, your primary responsibility is to conduct exceptional enrollment events that differentiate *** from competitors. In this client-facing role, you will educate customers about ***’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.

• Licensing and Compliance:

  • Maintain an active Life and Health Insurance License.

• Customer Education:

  • Explain and present employer-sponsored benefits and health insurance.

  • Successfully introduce and educate customers about *** benefit programs.

• Event Coordination:

  • Conduct enrollment events and troubleshoot any enrollment or benefit questions.

  • Travel within the geographic market to cover events as needed.

• Communication:

  • Engage comfortably with large groups as well as individuals in one-on-one settings.

  • Utilize email and Microsoft Office (Word, PowerPoint, Excel) for presentations and communication.

• Expense Management:

  • Charge and be reimbursed for travel expenses (car rental, air, hotel, etc.).

• Education:

  • High School Diploma or GED required.

  • Life and Health License required.

• Experience:

  • Experience explaining and presenting employer-sponsored benefits.

  • Knowledge of local market nuances (providers, networks, competitors) preferred.

  • Bilingual capabilities preferred.

• Technical Skills:

  • Proficient in Microsoft Office Suite.

  • Familiar with virtual meeting platforms (Webex, Zoom, Skype).

• Essential Skills:

  • Strong verbal and written communication skills.

  • Excellent presentation and PowerPoint skills, both virtual and in-person.

  • Knowledge of employee benefits (health, dental, pharmacy, vision, etc.) and HIPAA compliance.

  • Strong organizational and troubleshooting skills.

  • Tech-savvy and adaptable.

• Candidates must have their own reliable transportation.

• Candidates can work for other carriers/enrollment companies but cannot accept exclusive contracts during peak season.